Credit Onboarding & Documentation Administrator

The Viking Group•Columbus, OH

About The Position

Let’s Build Peace of Mind—One Accurate Account at a Time Viking has spent more than 100 years advancing fire protection. Behind every system we deliver is an organized, compliant, and well-communicated credit setup. That’s where you come in. Is This You? Do you enjoy turning complex account details into clean, consistent records? Are you comfortable being the point person for JD Edwards (JDE) customer account setup and maintenance? Do you take pride in keeping documentation compliant—lien laws, billing requirements, export screening, and tax certificates? What You’ll Own Primary liaison for Credit Services on all JDE customer account additions, changes, and maintenance. Accurate entry of JDE Address Book records for new customers, project accounts, and billing/shipping locations. Review of billing requirements and application of general lien law knowledge for project approvals. Timely communication of new or updated accounts to the right field teams and branches. Daily logging of every new customer and job account created. Pulling Dun & Bradstreet and TransUnion reports to support credit decisions. Export Compliance screening as defined in the company Export Compliance Policy. Organizing sales tax exemption certificates and processing/filing change requests. Maintaining electronic files for all customers and job accounts. Serving as the local point of contact for electronic check deposits. Setting up and maintaining eInvoice customer profiles. Cross-training and supporting Lien Administration activities as needed. Your Schedule Monday – Friday, 8:30 am – 5:30 pm

Requirements

Working knowledge of Microsoft Office and office equipment.
Professional email communication and etiquette.
Strong written and verbal communication; prior Customer Service exposure is helpful.

Nice To Haves

Background in Cost Accounting.
Experience with AS9100.

Responsibilities

Primary liaison for Credit Services on all JDE customer account additions, changes, and maintenance.
Accurate entry of JDE Address Book records for new customers, project accounts, and billing/shipping locations.
Review of billing requirements and application of general lien law knowledge for project approvals.
Timely communication of new or updated accounts to the right field teams and branches.
Daily logging of every new customer and job account created.
Pulling Dun & Bradstreet and TransUnion reports to support credit decisions.
Export Compliance screening as defined in the company Export Compliance Policy.
Organizing sales tax exemption certificates and processing/filing change requests.
Maintaining electronic files for all customers and job accounts.
Serving as the local point of contact for electronic check deposits.
Setting up and maintaining eInvoice customer profiles.
Cross-training and supporting Lien Administration activities as needed.