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