Credit Representative
MATHESON · Irving, TX, US
About The Role
JOB SUMMARY JOB FUNCTIONS Essential Functions Essential Function Perform analysis of Dun amp; 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 amp; 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 • Performs other duties as assigned • Complies with all policies and standards
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