Credit Representative

Matheson•Irving, TX

6d•Onsite

About The Position

The Credit Representative will perform analysis of Dun & Bradstreet credit report profiles to analyze payment trends and overall business viability. This role is responsible for preparing and presenting complete credit packages for management, ensuring accurate customer account records by updating customer files with limit changes, terms, and all related collection fields. The representative will also complete annual account reviews and limit increases/decreases, monitor changes in financial reporting from Dun & Bradstreet, and build and maintain spreadsheets and dashboards for credit approval tracking and other projects. Additionally, the role involves reviewing and releasing holds due to credit limits and overdue amounts, identifying and communicating the root cause for delinquency, and completing weekly reporting for holds and releases to the Manager. Light collections to resolve credit releases, answering customer and field questions regarding account status, and documenting and escalating the inactive customer base for outside collections are also key responsibilities. The company is an Equal Opportunity Employer that complies with the laws and regulations set forth under EEOC. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Requirements

Ability to review credit applications and completecredit investigations to grant credit and establish limits based onthresholds
Ability to navigate and use multiple databases

Responsibilities

Perform analysis of Dun & Bradstreet credit report profiles to analyst payment trends and overall business viability
Prepare and present complete credit packages formanagement
Ensure accurate customer account records by updatingcustomers file with limit changes, terms and all related collection fields
Complete annual account reviews and limitincreases/decreases
Monitor changes in financial reporting from Dun& Bradstreet
Build and maintain spreadsheets and dashboard forcredit approval tracking and other projects
Responsible to review and release holds due to creditlimits and overdue amounts
Identify and communicate root cause for delinquency
Complete weekly reporting for holds and releases toManager
Light collections to resolve credit releases
Answer customer and field questions regarding accountstatus
Responsible for inactive customer base documentationand escalation for outside collections
Communicate professionally and effectively
Data entry
Maintain active follow up on files/pipeline
Performs other duties as assigned
Complies with all policies and standards