What are the responsibilities and job description for the Onboarding Credit Coordinator position at Gemaire Distributors?
#GEM-15340
Deerfield Beach, Florida, USA
Full-Time/Part-Time
Full-Time
Job Description
Duties and Responsibilities
General
Required Qualifications
Work Environment: Office Setting
Physical Demands Demand Frequency
Sedentary – Lifting 0-10 pounds Occasional
Light Lifting – 10-20 pounds Never
Moderate Lifting – 20 to 50 pounds Never
Heavy Lifting – 50 to 100 pounds Never
Pulling/Pushing, Carrying Never
Reaching or working above shoulder Never
Walking Occasional
Standing Occasional
Sitting Constant
Stooping Never
Kneeling Never
Repeated Bending Never
Climbing Never
Desk Work/Computer use/Telephone use Constant
Operating a motor vehicle Never
Operating a commercial vehicle Never
Operating warehouse equipment, forklift, baseloid lift etc Never
Other – Talk, Drive, visit customers etc. Frequent
EEO Statement:
Watsco and its subsidiaries are an Equal Opportunity Employer and do not discriminate on the basis of age, color , race, religion, disability, sex, or national origin. We support a diverse and inclusive workplace where we employ, retain, terminate, and otherwise treat all employees and job applicants on the basis of merit, qualifications and competence.
Requirements
Subsidiary: Gemaire Distributors
Business Title: Onboarding Credit Coordinator
Objective
The Onboarding Credit Coordinator facilitates a seamless integration process for new customers, fostering a welcoming, compliant, and productive customer experience. They will manage and oversee customer setup, customer assistance and customer culture, aiming to boost retention, engagement and the overall performance of Gemaire. The Credit Onboarding Specialist will work closely with our credit customers and is responsible for evaluating and processing customer account applications for both Cash on Delivery (COD) and credit-based transactions. This role requires a thorough and meticulous examination of credit applications to assess creditworthiness, verify business legitimacy, and identify potential fraud or financial risk. Additional responsibilities may include thoroughly vetting and validating
Resale certificates submitted by customers seeking tax exemption status.
This position serves as a multifaceted role that encompasses high-level review of all customer onboarding processes, administration of tax exemption status to customers, incorporating state regulatory procedures and strong analytical skills emphasizing support to strengthen the relationship for Gemaire's Accounts Receivable.
Deerfield Beach, Florida, USA
Full-Time/Part-Time
Full-Time
Job Description
Duties and Responsibilities
General
- Serve as the liaison between sales and credit to optimize the customer onboarding process
- Partnering with Bectran to implement and automate credit processes to simplify and optimize our customer onboarding experience
- Assist in reviewing and approving customer applications
- Stay current on fraud trends, industry best practices, and regulatory changes affecting application review procedures.
- Change credit limits in the ERP system in accordance with assigned approval limits designated to the credit analysts, vetting credit limit support documentation, ensuring accuracy prior to implementing limit changes.
- Manage and facilitate seamless transaction processing specific to Avalara and Bectran
- Ensure accurate data entry, routing, and reconciliation between both systems
- Troubleshoot transactional issues and escalate blockers appropriately
- Maintain documentation of transactional workflows and processes
- Monitor transaction statuses and provide timely updates to stakeholders
- Assist the Account Services Manager with ad-hoc projects related to tax audits,
- Conduct comprehensive audits of non-expiring state regulations across all business entities.
- Identify expired, inactive and lapsed taxpayer numbers requiring renewal
- Document audit findings and create remediation plans for non-compliant accounts.
- Maintain detailed audit logs and status reports for compliance purposes
- Initiate and maintain certificate renewal campaigns ensuring secrecy of recipients
- Monitor fraud reporting systems and tools for suspicious activity
- Investigate flagged transactions and credit applications
- Implement fraud prevention protocols and best practices
- Generate fraud reports and trend analysis
Required Qualifications
- High School Diploma, Bachelor’s Degree preferred
- 2 years customer service experience within an Accounts Receivable environment
- Experience utilizing technical tools such CRM and ERP systems highly desired
- Exceptional Interpersonal skills to communicate with internal stakeholders and customers
- Strong Analytical Skills
- Effective communication skills documenting findings and recommendations, having the capability of working independently while managing high-volume applications efficiently.
- Bachelor’s Degree preferred
- Credit Analysis experience preferred
Work Environment: Office Setting
Physical Demands Demand Frequency
Sedentary – Lifting 0-10 pounds Occasional
Light Lifting – 10-20 pounds Never
Moderate Lifting – 20 to 50 pounds Never
Heavy Lifting – 50 to 100 pounds Never
Pulling/Pushing, Carrying Never
Reaching or working above shoulder Never
Walking Occasional
Standing Occasional
Sitting Constant
Stooping Never
Kneeling Never
Repeated Bending Never
Climbing Never
Desk Work/Computer use/Telephone use Constant
Operating a motor vehicle Never
Operating a commercial vehicle Never
Operating warehouse equipment, forklift, baseloid lift etc Never
Other – Talk, Drive, visit customers etc. Frequent
EEO Statement:
Watsco and its subsidiaries are an Equal Opportunity Employer and do not discriminate on the basis of age, color , race, religion, disability, sex, or national origin. We support a diverse and inclusive workplace where we employ, retain, terminate, and otherwise treat all employees and job applicants on the basis of merit, qualifications and competence.
Requirements
Subsidiary: Gemaire Distributors
Business Title: Onboarding Credit Coordinator
Objective
The Onboarding Credit Coordinator facilitates a seamless integration process for new customers, fostering a welcoming, compliant, and productive customer experience. They will manage and oversee customer setup, customer assistance and customer culture, aiming to boost retention, engagement and the overall performance of Gemaire. The Credit Onboarding Specialist will work closely with our credit customers and is responsible for evaluating and processing customer account applications for both Cash on Delivery (COD) and credit-based transactions. This role requires a thorough and meticulous examination of credit applications to assess creditworthiness, verify business legitimacy, and identify potential fraud or financial risk. Additional responsibilities may include thoroughly vetting and validating
Resale certificates submitted by customers seeking tax exemption status.
This position serves as a multifaceted role that encompasses high-level review of all customer onboarding processes, administration of tax exemption status to customers, incorporating state regulatory procedures and strong analytical skills emphasizing support to strengthen the relationship for Gemaire's Accounts Receivable.