JOB SUMMARY

 

JOB FUNCTIONS

Essential Functions

Essential Function

Perform analysis of Dun & Bradstreet credit report profiles to analyst payment trends and overall business viability

Prepare and present complete credit packages for management

Ensure accurate customer account records by updating customers file with limit changes, terms and all related collection fields

Complete annual account reviews and limit increases/decreases

Monitor changes in financial reporting from Dun & Bradstreet

Build and maintain spreadsheets and dashboard for credit approval tracking and other projects

Responsible to review and release holds due to credit limits and overdue amounts

Identify and communicate root cause for delinquency

Complete weekly reporting for holds and releases to Manager

Light collections to resolve credit releases

Answer customer and field questions regarding account status

Responsible for inactive customer base documentation and escalation for outside collections

Communicate professionally and effectively

Data entry

Maintain active follow up on files/pipeline

Additional Responsibilities

Required for All Jobs

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Performs other duties as assigned

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Complies with all policies and standards