Credit Specialist

Forte • Lenexa, KS

8d

About The Position

This role involves reviewing and approving equipment and design build orders for project creation, ensuring their completeness and accuracy before processing by the Purchasing and Project teams. The Credit Specialist will also provide customer support, guidance, and training to various Branch Offices regarding order submissions. Additionally, the role includes recording daily cash receipts, identifying and resolving discrepancies before system posting, and reviewing new customer account applications to confirm accuracy and evaluate appropriate credit limits using Credit Tools and Financial Data.

Requirements

• Experience with Customer Service and client communications
• Familiarity with accounting and contracting software programs
• Intermediate Excel and Data management analysis
• Communication and strong problem-solving skills
• Ability to share job knowledge with teammates and regional personnel as necessary
• Strong analytical and multi-tasking skills
• 2 Years of position related experience
• Sense of discretion and willingness to maintain strict confidentiality of pertinent company and client information

Responsibilities

• Review and approve equipment and design build orders for project creation.
• Verify that each order is complete and accurate and ready for processing by the Purchasing and Project teams.
• Provide customer support, guidance, and training to the various Branch Offices as it relates to Orders being submitted for review.
• Record daily cash receipts and identify/resolve any discrepancies, prior to system posting.
• Review new customer account applications, confirm the accuracy of customer setup and evaluate appropriate credit limits, based upon Credit Tools and Financial Data.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed