Credit Operations Administrator

SRS Distribution•McKinney, TX

1d•Hybrid

About The Position

The Credit Operations Administrator at the Company is tasked with effectively managing the credit process and accounts receivable workflow for business customers in a dynamic B2B environment. This role encompasses data entry, filing credit applications, and delivering detailed portfolio reports while ensuring strict compliance with company policies. Candidates should demonstrate strong interpersonal skills, proficiency in relevant software, and the ability to thrive in a fast-paced team setting, with a proven capacity to prioritize tasks and meet deadlines effectively.

Requirements

High school diploma or equivalent required.
1–3 years of business experience or equivalent education
Demonstrated experience utilizing accounting, inventory, or related software effectively.
Proficiency in Microsoft Office (Excel, outlook, teams etc) with exposure to PowerBI (or similar tools)
Familiarity with data entry processes and typing waivers efficiently.
Strong ability to build and maintain professional relationships with both customers and managers, characterized by an outgoing personality and polished phone communication skills.
Proven capability to prioritize tasks effectively under strict deadlines and in a fast-paced, evolving environment.
Exceptional written and verbal communication skills.
Ability to thrive and contribute positively in both local and remote team settings.
Committed to maintaining compliance with all company policies and procedures.
Interest in Credit, Finance, operations-related functions

Nice To Haves

Prior experience in process improvement projects and report generation is advantageous.
Notary designation is a plus; willingness to obtain notary status is required.
Demonstrated proficiency in advanced accounting and financial analysis, contributing to data-driven decision-making processes and enhancing overall credit management strategies.
Extensive experience with enterprise-level accounting software such as SAP, Oracle, or QuickBooks, showcasing a strong technical aptitude for navigating complex financial systems.
Exceptional analytical and problem-solving skills, with a proven track record of identifying and implementing process improvements in credit administration and accounts receivable functions.
Previous exposure to an international business environment, which includes dealing with cross-border transactions and foreign currency considerations.
Competency in conducting thorough risk assessments and developing effective credit risk management strategies that align with corporate objectives.
A Bachelor's degree in Finance, Business Administration, or a related field, affirming a foundational understanding of key financial principles and practices.
Proven ability to cultivate and maintain strong relationships with a diverse clientele, enhancing customer satisfaction and strengthening long-term partnerships.
Experience leading or participating in cross-functional teams to drive successful outcomes in process improvement projects and strategic initiatives.
Demonstrated commitment to upholding compliance and regulatory standards within credit operations, ensuring the organization's adherence to industry best practices.
Bilingual proficiency, (English/Spanish)
Additional coursework or training in accounting, finance, or related fields is advantageous.
A Bachelor's degree in Finance, Accounting, Business Administration, or a related field is preferred, demonstrating a strong foundation in credit management principles and the ability to effectively support credit operations while contributing to process improvements.
Notary Public Certification preferred; willingness to obtain certification required for this role.

Responsibilities

Facilitate effective communication with customers and managers to ensure seamless management of the credit process and accounts receivable workflow within a dynamic B2B environment.
Accurately perform data entry tasks, including the typing of waivers, to support the efficient processing and maintenance of credit applications.
Execute the filing and management of credit applications, ensuring complete and accurate documentation in compliance with company policies.
Oversee accounts receivable responsibilities, demonstrating proficiency in accounting software to streamline workflow and optimize financial performance.
Contribute to process improvement projects by providing insights and participating in initiatives aimed at enhancing operational efficiency and effectiveness.
Generate and deliver detailed reports on assigned portfolios to credit management, providing actionable insights to support strategic decision-making.
Ensure adherence to company policies and credit management protocols, maintaining high standards of compliance and operational excellence.
Collaborate effectively with both local and remote teams, utilizing strong communication skills and familiarity with Microsoft Word and Excel to achieve collective goals.