Job Summary:

• Provides credit and collection analysis for assigned portfolio of accounts
• Reviews and approves daily orders to support sales and profitability
• Resolves issues related to customers’ accounts, including past-due balances and reconciliations
• Assists customers and internal departments with open account balances, including statements, invoices, payments and adjustments
• Performs periodic credit reviews of existing accounts based on reports from credit reporting agencies, trade references, and analysis of historical data
• Maintains credit files with proper, complete and accurate documentation.
• Enters new customer account set-ups and changes/corrections to existing customer accounts
• Handles credit-related correspondence in a timely and professional manner
• Prepares account files for external collection for collection agencies and collection attorneys
• Maintain an understanding or preapproved request codes and the credit impact on sales commissions

Skills on Resume: 

• Credit Analysis (Hard Skills)
• Order Management (Hard Skills)
• Account Resolution (Soft Skills)
• Financial Documentation (Hard Skills)
• Credit Review (Hard Skills)
• Documentation Management (Hard Skills)
• Customer Account Management (Hard Skills)
• Professional Communication (Soft Skills)

Job Summary:

• Evaluate the worthiness of new accounts through trade references and credit reports, and update customer file maintenance with the assigned credit limit and corresponding terms
• Apply prompt and sound decisions when reviewing orders for accounts past due and/or over the credit limit
• Prepare the reconciliation of accounts and work deductions in a timely manner
• Ensure customer accounts consistently operate within an appropriate level of line tolerance and increase/decrease the lines accordingly
• Contact customers on overdue balances and ensure sales representatives are informed about delinquent accounts
• Negotiate payment plans when accounts struggle to meet terms to reduce exposure
• Collaborate with other departments and sales representatives to resolve customer problems
• Recommend debtor to a third-party collection agency if payment is not forthcoming and prepare paperwork to send to collection agency
• Escalate credit line increases or decreases when necessary
• Maintain accurate settings and data in the current system for Credit Lines and Bill to accounts
• Properly address credit declines with managers, customers, and internal departments when applicable including partnering with the Collections Department and Sales to facilitate resolutions
• Handle relevant audit requests

Skills on Resume: 

• Credit Analysis (Hard Skills)
• Decision-Making (Soft Skills)
• Account Reconciliation (Hard Skills)
• Customer Account Management (Hard Skills)
• Communication & Negotiation (Soft Skills)
• Collaboration (Soft Skills)
• Risk Management (Hard Skills)
• System Maintenance (Hard Skills)

Job Summary:

• Work closely with Customer Service Representatives and Sales teams to effectively service customers’ credit and payment needs
• Develop relationships with customers as key financial contact
• Administer new customer credit application process
• Review and follow up with assigned past-due accounts daily
• Review/approve daily orders that have been placed on hold for credit issues
• Accurately upload invoices through customer portals
• Reply to customer requests via email and phone
• Providing invoices, sales orders, proof of delivery, etc.
• Review all credit and debit memos submitted by internal teams for entry into SAP
• Review all requests for accuracy, and partner with applicable individuals/managers to retrieve any needed information

Skills on Resume: 

• Customer Relationship Management (Soft Skills)
• Credit Risk Management (Hard Skills)
• SAP (Hard Skills)
• Invoice Management (Hard Skills)
• Communication Skills (Soft Skills)
• Problem-Solving (Soft Skills)
• Attention to Detail (Soft Skills)
• Time Management (Soft Skills)

Job Summary:

• Responsible for accurate data entry into JDE Address Book for all New Customer Accounts, Project Accounts as well as Billing and Shipping Accounts.
• Communicates setup of all account types appropriate field personnel and locations
• Keeps a log of all new accounts and job accounts set each day
• Pulls Dun & Bradstreet and TransUnion reports
• Performs Export Compliance screening by the company Export Compliance Policy
• Maintains file of all sales tax exemption certificates
• Maintains file of all change requests received and processed
• Maintains electronic files on all new and existing customer files and job accounts
• Primary contact for local electronic check deposits
• Sets up and maintains customer profiles in eInvoice
• Run, schedule, and control agenda for all team meetings
• Ensure credit services we provide are highly professional, productive, and efficient

Skills on Resume: 

• Data Entry Accuracy (Hard Skills)
• Communication (Soft Skills)
• Recordkeeping (Hard Skills)
• Report Generation (Hard Skills)
• Compliance Screening (Hard Skills)
• Document Management (Hard Skills)
• File Organization (Hard Skills)
• Meeting Coordination (Soft Skills)

Job Summary:

• Work with Sales on the processing of credit applications while promoting, training, and contributing to the success of the partnership between all departments through continuous communication
• Maintain all necessary credit information and/or required records, and create internal forms/documents to aid the team including New account tracker.
• Use credit reporting tools (e.g. D&B) along with banking details to summarize all for Credit Analysts or Credit Supervisor regarding customer credit
• Prepare export documentation for assigned customers
• Maintain Excel spreadsheets tracking export document data
• Release bills of lading when customer payments are received
• Assist with the preparation of electronic deposits for transmission
• Provide backup for other positions within the department
• Ensure all requests follow the appropriate approval process(es) prior to processing
• Process requests into SAP per SLAs and create insurance certificates
• Partner with Accounts Receivable and Sales team to resolve credit holds based on current / in-process credit requests

Skills on Resume: 

• Credit Application Processing (Hard Skills)
• Communication (Soft Skills)
• Recordkeeping (Hard Skills)
• Credit Reporting (Hard Skills)
• Export Documentation Preparation (Hard Skills)
• Excel Data Management (Hard Skills)
• SAP Processing (Hard Skills)
• Problem Solving (Soft Skills)

Job Summary:

• Evaluate daily credit balances which are created at the time of payment posting.
• Research credits/refund requests to determine the appropriate overpaid party.
• Prepare refund requests for approval and check the issue by Accounts Payable or for offset by the payer.
• Maintain batch files of completed requests, and review to ensure overpayment has been facilitated.
• Identify posting issues attributable to creating credit balances and relay this information to the Team Leader for audit purposes.
• Evaluate any refund/overpayment requests received. 
• Respond appropriately by preparing a refund or written dispute.
• Transfer money when necessary via Issue Assistance.
• Understand and refer to managed care profiles, AWP grids, and other tools necessary to determine legitimate credits. 
• Inform the Team Leader of payer issues as identified.
• Complete a daily task log and submit it to the Team Leader at the end of each month.
• Communicate with external departments, i.e., Registration, Front Office, etc, to obtain information required in resolving credit balances or refund requests.

Skills on Resume: 

• Credit Balance Evaluation (Hard Skills)
• Refund Request Processing (Hard Skills)
• Accounts Payable Coordination (Hard Skills)
• Batch File Management (Hard Skills)
• Issue Identification (Hard Skills)
• Cross-Department Communication (Soft Skills)
• Managed Care Tools Proficiency (Hard Skills)
• Dispute Resolution (Soft Skills)

Job Summary:

• Responsible for product knowledge and understanding, must be in constant touch with the field sales officers for the same
• Filtration of files that can/cannot be processed for further approval
• Following up post documentation and analysis for a status update
• Conducting Tele PD with the customers
• Negotiating for loan sanctions and co-ordinating with HDFC for file processing
• Maintaining MIS and circulating daily reports on file status
• Be an integral contributor to the credit and billing processes
• Controlling the credit limits and monitoring overdue debtors
• The coordination of the daily tasks of the Credit Control team
• Working closely with the Sales department regarding all account receivables
• Follow internal controls and company policies as set by CSG and job function
• Contribute to the success of CSG by leading or assisting with other projects and tasks

Skills on Resume: 

• Product Knowledge (Hard Skills)
• Communication (Soft Skills)
• File Processing (Hard Skills)
• Negotiation (Soft Skills)
• Reporting (Hard Skills)
• Credit Control (Hard Skills)
• Team Coordination (Soft Skills)
• Compliance (Hard Skills)