Onboarding Credit Coordinator

Gemaire Distributors•Deerfield Beach, FL

13h•Onsite

About The Position

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.

Requirements

High School Diploma
2 years customer service experience within an Accounts Receivable environment
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.

Nice To Haves

Bachelor’s Degree preferred
Experience utilizing technical tools such CRM and ERP systems highly desired
Credit Analysis experience preferred

Responsibilities

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, application information, and cross-departmental initiatives.
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
Evaluate and process customer account applications for both Cash on Delivery (COD) and credit-based transactions.
Thoroughly vet and validate Resale certificates submitted by customers seeking tax exemption status.
Administer tax exemption status to customers, incorporating state regulatory procedures.