matheson trigasIrving, TX
Credit Specialist
$24.00 - $25.00 per hour
Apply →Credit Specialist
Credit Specialist
matheson trigasIrving, TX
2 days ago
$24.00 - $25.00 per hour
Other Activities Related to Credit IntermediationInternational, Secondary Market, and All Other Nondepository Credit IntermediationConsumer Lending
Apply for this role →CREDIT SPECIALISTThe Credit Specialist will monitor, interpret, and analyze independent and third-party financial data. The Credit Specialists will be able to accurately interpret the financial statement data and provide an opinion supporting, recommending, and approving appropriate credit limit decisions based on the business' pre-existing guidelines. This role requires analytical skills, attention to detail, and knowledge of financial statement analysis. This expertise will help the team make informed decisions regarding credit approvals and customer credit limits.
Essential Functions:
- Ability to review credit applications and complete credit investigations to grant credit and establish limits based on thresholds
- Create new customers in ERPPerform 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 for reviewing 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
- Ability to navigate and use multiple databases
- Maintain active follow up on files/pipeline
- Performs other duties as assigned
- Comply with all policies and standardsPHYSICAL DEMANDS/WORKING CONDITIONSStationary Position - Constantly
- Move/Traverse - Frequently
- Stationary Position/Seated - Constantly
Transport/Lifting
Transport/Carrying - RarelyExerting Force/Pushing - RarelyExerting Force/Pulling - RarelyAscend/Descend - Rarely
Balancing - RarelyPosition Self/Stooping - RarelyPosition Self/Kneeling - RarelyPosition Self/Crouching - RarelyPosition Self/Crawling - Rarely
Reaching - Rarely
Handling - Rarely
Grasping - Rarely
Feeling - Rarely
Communicate/Talking - Constantly
Communicate/Hearing - Constantly
Repetitive Motions - Constantly
Coordination - Rarelypay rate $24.00 to $25.00 per hour
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. EOE AA M/F/VET/Disability
Also on the board Same function, level within a rung
Level
Senior
Salary
$24.00 - $25.00 per hour
Location
Irving, TX
Occupation
Credit Analysts
Industry
Other Activities Related to Credit Intermediation
Posted
2 days ago