Job Summary:

• Providing customer service to external/internal customers via phone & email
• Auditing/Processing Credit Applications
• Processing payments via phone & email and data entry
• Working with Excel, Outlook, and Word daily
• Participates in process improvement projects
• Learn all areas of the Credit Department
• Build an open communication environment by cultivating relationships with the broker community
• Assist with the tracking and monitoring of credit applications
• Prepare and/or update reports for internal stakeholders
• Review and analyze requests for credit and make credit limit decisions based on the customer’s creditworthiness using trade and bank references, credit agency reports and customer financial statements when available
• Maintain accurate and updated credit files and review credit limits

Skills on Resume: 

• Customer Service (Soft Skills)
• Credit Analysis (Hard Skills)
• Data Entry (Hard Skills)
• Office Software Proficiency (Hard Skills)
• Process Improvement (Hard Skills)
• Communication (Soft Skills)
• Credit File Management (Hard Skills)
• Analytical Skills (Hard Skills)

Job Summary:

• Operate within and promote compliance with company policies and procedures and all statutes and legislation governing the workplace including the Bank’s Code of Conduct
• Support the organization in its credit program activities including processing customers and recording credit applications and/or transactions
• Set up loan applications on LMS (Delta 360 Loan Management System)
• Ensure data integrity during file preparation and take action to correct errors in various systems
• Allocate applications to the appropriate underwriter based on the complexity and loan amount request of the application
• Multi-task using different workflow tools ensuring efficiency with accuracy of information and with strong attention to detail
• Exercise sound judgment without compromising service, profitability, and compliance
• Comply with internal processes while identifying opportunities to streamline those processes
• Serve as liaison between sales, underwriters and the broker community
• Accurately respond to broker’s inquiries on process, rate and special promotions

Skills on Resume: 

• Compliance Adherence (Hard Skills)
• Credit Processing (Hard Skills)
• LMS Expertise (Hard Skills)
• Data Integrity (Hard Skills)
• Application Allocation (Hard Skills)
• Multi-tasking (Soft Skills)
• Sound Judgment (Soft Skills)
• Process Improvement (Soft Skills)

Job Summary:

• Remove temporary credit lines in a timely manner
• Manage Power Wheels business unit, take phone calls, process credit card payments
• Review and approve credit applications
• Work with a collection agency on submitted accounts
• Process refund requests and prepare legal reports
• Prepare proformas for cash in advance of customers
• Enter temporary credit lines in the system to release pending orders
• Monitor collection activities with customer accounting
• Attend collection meetings
• Review customers annually for inactivation and credit line increases/decreases
• Enforce Mattel's Credit Policy and monitor accounts per insurance policy

Skills on Resume: 

• Credit Management (Hard Skills)
• Customer Service (Soft Skills)
• Collection Management (Hard Skills)
• Financial Reporting (Hard Skills)
• System Management (Hard Skills)
• Policy Adherence (Hard Skills)
• Analytical Skills (Hard Skills)
• Communication Skills (Soft Skills)

Job Summary:

• Resolving queries from suppliers and internal managers concerning invoices and payments
• Ensure emails are dealt with promptly Send copy invoices
• Log queries on the appropriate system
• Ensure that the daily mail is distributed to the correct departments and the cheques are recorded on the correct system
• Deal with invoice requests
• Action the transmission of daily files to multiple locations
• Action the clearance of data files to ensure the systems reconcile
• Liaise with multiple locations to ensure any problems are resolved promptly
• Ensure invoice queries are resolved promptly
• Identify how data file accuracy can be improved using standard procedures and training notes

Skills on Resume: 

• Resolving Queries (Soft Skills)
• Email Management (Soft Skills)
• Invoice Handling (Hard Skills)
• Data Logging (Hard Skills)
• Mail Distribution (Hard Skills)
• File Transmission and Clearance (Hard Skills)
• Liaising with Multiple Locations (Soft Skills)
• Data Accuracy Improvement (Hard Skills)

Job Summary:

• Develop and maintain relationships with wholesalers and manufacturers including following agreed contact metrics both written and verbal for credit research and collections.
• Communication via telephone and email to secure manufacturer credit memo documents for aged returns required for wholesaler credit memo processing.
• Process credit research
• Automated Quarterly Research which is processed monthly.
• Customer Ticket Research for Batch/Non-Batch and processed upon request and updated monthly.
• Targeted/Communications Log Research is Processed daily. 
• Associate to capture a summary of this work daily and output is to set tasks for follow-up communication and track volume call metrics.
• Monitor and process Credit Requests and Credit Research emails received.
• Provide requested/required follow-up documentation such as IE Proof of Delivery, Proof of Destruction or Debit Memo Copies.
• Forward acceptable collected credit memo/information to an appropriate wholesaler(s).

Skills on Resume: 

• Effective Communication (Soft Skills)
• Credit Research Proficiency (Hard Skills)
• Data Management (Hard Skills)
• Organizational Skills (Soft Skills)
• Documentation and Reporting (Hard Skills)
• Attention to Detail (Soft Skills)
• Automated System Utilization (Hard Skills)
• Problem-Solving (Soft Skills)

Job Summary:

• Credit denial research for material amounts
• Perform any follow-up research
• Record timely Credit Research Notes in Prophet for Batch/Non-Batch.
• Document Research Notes, Return Denials and Direct Credit/Check.
• Process assigned wholesaler credit data files and exceptions
• Maintain manufacturer contact data in the Prophet database.
• Update after each Automated Quarterly Research with reported email failures.
• Update new contact information as acquired in credit research, active/inactive.
• Manage the release of credit holds due to over limit and past due situations
• Responsible for the set-up of new accounts ensuring they are set up in a timely manner and with appropriate credit limits

Skills on Resume: 

• Credit Research and Analysis (Hard Skills)
• Data Management (Hard Skills)
• Documentation Skills (Hard Skills)
• Communication Skills (Soft Skills)
• Problem-Solving (Soft Skills)
• Attention to Detail (Soft Skills)
• Process Management (Hard Skills)
• Time Management (Soft Skills)

Job Summary:

• Process designated wholesaler credit data files. 
• Associate to prepare/submit funding invoice. 
• Perform pre-import review and make corrections.
• Analyze and resolve system-generated exceptions to ensure data accuracy. 
• Complete necessary exception follow-up including credit data communications received either written on verbal in Prophet in the agreed format. 
• Balance funding to a distribution file.
• Assists Policy and Finance Dept. to resolve accounting discrepancies regarding credit reconciliation, product pricing or invoice processing.
• Conduct research to determine internal processes and records are accurate and compliant for reimbursement from relevant manufacturer returns goods policies as requested by management.
• Identify system/process improvements.
• Prepare accurate cash flow forecasts and analysis of financial statements received from clients

Skills on Resume: 

• Data Accuracy (Hard Skills)
• Financial Reconciliation (Hard Skills)
• Pre-import Review (Hard Skills)
• Communication (Soft Skills)
• Compliance Research (Hard Skills)
• Process Improvement (Hard Skills)
• Cash Flow Forecasting (Hard Skills)
• Department Coordination (Soft Skills)

Job Summary:

• Orders on hold and new accounts processing
• Contact the business for any held order-related queries or issues
• Reviewing and monitoring held orders to determine the appropriate action to be taken in order to release goods
• Monitor on-stop accounts, flagging any consistent late payers or delinquent behaviour
• Ensure that Customer Master Records are maintained and that all customer files are up to date with all relevant information
• Ad-hoc accounts receivable activities will including cash posting, bank reconciliations, customer account reconciliations, reporting, issuance of statements and copy invoices
• Manage the collection of an assigned portfolio of accounts to effectively minimize bad debt risk and maximize accounts receivable collections
• Participate in department projects and take an active role in cross-functional teams to assist in driving quality processes and improvements
• Provide superior customer service and develop solid working relationships with internal/external customers and suppliers
• Analyse specific credit applications for terms of sale and credit limits

Skills on Resume: 

• Customer Service Excellence (Soft Skills)
• Order Management (Hard Skills)
• Accounts Receivable Management (Hard Skills)
• Attention to Detail (Soft Skills)
• Analytical Skills (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Reporting and Documentation (Hard Skills)
• Problem-Solving (Soft Skills)

Job Summary:

• Process new dealer and vendor applications, credit investigation, legal document preparation, account set up, checklist completion, and log maintenance
• Send dealer and vendor approval letters, including document copies and e-account manual
• Follow for acknowledged dealer and vendor documents
• File UCC1, amendments and continuations, search and notify prior filers
• Manage dealer payment process
• Review and clear rejected invoices
• Maintain logs and follow up for insurance, financial statements, annual reviews, and subordinations
• Proactively fields and resolves dealer and vendor customer service issues
• Generate daily bank and monthly sales reports
• Communicate with managers on processing delays, log maintenance, and order approval

Skills on Resume: 

• Application Processing (Hard Skills)
• Credit Investigation (Hard Skills)
• Legal Document Preparation (Hard Skills)
• Account Setup and Management (Hard Skills)
• Log Maintenance (Hard Skills)
• Communication (Soft Skills)
• Customer Service (Soft Skills)
• Reporting and Follow-Up (Hard Skills)

Job Summary:

• Handling and covering all operational aspects of the Corporate Credit activity of the Bank.
• Work with several key departments of the bank.
• Administration, processing, and booking of all types of credits/loans
• Monitoring of trade finance and corporate credit exposure and limits.
• Reading and understanding the bank's Credit Committee decision and Credit facility documentation and reflecting it in the core banking system adequately.
• Processing of credit agency agreements where the bank figures as the agent or as the account bank.
• Processing and booking of the various syndication transactions.
• Processing and booking of the various Risk Participation agreements.
• Maintain a high level of customer service during these processes

Skills on Resume: 

• Credit Administration (Hard Skills)
• Exposure Monitoring (Hard Skills)
• Credit Documentation (Hard Skills)
• Agency Agreements (Hard Skills)
• Syndication Transactions (Hard Skills)
• Risk Participation (Hard Skills)
• Interdepartmental Coordination (Soft Skills)
• Customer Service (Soft Skills)

Job Summary:

• Prepares contracts and annexes on loan and documentary deals, powers of attorney, and other specific documents 
• Processes the accounting of loan and documentary products and services in the bank’s system
• Prepares various related reports
• Monitoring over expired insurance, additional conditions, and original loan documents.
• Compile and submit credit proposals received from branches
• Manage collection process of delinquent accounts
• Review customer accounts regularly to maintain an appropriate level of credit risk
• Visit customers to establish strong business relationships and limit credit risk
• Follow company policies and procedures
• Maintain appropriate documents, documentation and other information in the customer credit files

Skills on Resume: 

• Contract Preparation (Hard Skills)
• Accounting Processing (Hard Skills)
• Report Generation (Hard Skills)
• Risk Monitoring (Hard Skills)
• Credit Proposal Handling (Hard Skills)
• Collection Management (Hard Skills)
• Customer Relationship Building (Soft Skills)
• Document Maintenance (Hard Skills)

Job Summary:

• Handle Level 1 collection calls. 
• Administer account reconciliation.
• Administer tax exemption certificate management including research and data entry.
• Set up and modify customer accounts in JDE and SAP.
• Obtain credit information from commercial sources including credit reference checks.
• Complete all filing and maintenance of electronic files.
• Retrieve credit reports to evaluate accounts.
• Releases level 1 orders daily.
• Update multiple systems so that all information is congruent
• Answer questions regarding leasing from internal/external customers
• Develop relationships with leasing partners as well as billing teams and sales representatives to process orders

Skills on Resume: 

• Customer Service Skills (Soft Skills)
• Account Management (Hard Skills)
• Data Entry and Management (Hard Skills)
• Credit Evaluation (Hard Skills)
• System Proficiency (Hard Skills)
• Organizational Skills (Soft Skills)
• Relationship Building (Soft Skills)
• Order Processing (Hard Skills)

Job Summary:

• Demonstrate safe, environmentally sound, and healthy work behaviors
• Collaborate with managers on various projects aligned with Branch initiatives
• Order various supplies and ensure Branch administration is accomplished efficiently remaining unimpeded
• Process Cat Commercial Card invoices
• Communicate with Sales and Service Departments to avoid or resolve any possible customer-disputed invoices
• Process in-house credit applications in a timely manner
• Maintain Lease Database by entering new leases, updating existing leases and deleting upgraded/closed leases
• Maintain rate charts in-house as well as promotional rates provided by leasing partners
• Process approvals, buyouts, upgrades, addendums and supplements
• Process monthly management reports

Skills on Resume: 

• Safety Compliance (Hard Skills)
• Project Collaboration (Soft Skills)
• Administrative Management (Hard Skills)
• Invoice Processing (Hard Skills)
• Credit Application Processing (Hard Skills)
• Lease Database Maintenance (Hard Skills)
• Rate Chart Management (Hard Skills)
• Report Preparation (Hard Skills)