In this role you will report to the Credit Manager and will be an individual contributor to the Credit team. As a Credit Administrator, you will play a crucial role in maintaining the financial health of the organization, by managing and overseeing various credit functions. Your responsibilities will span from evaluating credit information forms, conducting thorough risk assessments, to ensuring compliance with regulatory standards and maintaining sound credit policies. Whether you are assessing the creditworthiness of potential clients or monitoring existing client updates, your expertise will be integral in safeguarding assets and supporting strategic growth initiatives.
Roles and Responsibilities
Assess financial stability of customers based on credit reporting data and payment history.
Onboard new customer accounts by capturing data and creating customer profiles.
Determine appropriate credit limits and work with Sales & finance to set appropriate payment terms.
Maintain detailed records of credit activities.
Communicate with sales team and finance regarding credit issues.
Assist in the development and implementation of credit policies.
Provide support during audits and regulatory reviews.
Ensure compliance with company credit policies and legal requirements.
Monitor ongoing client financial health and review existing credit lines regularly to adjust limits or terms as needed.
Preserve accurate documentation of credit approvals, credit lines, and risk profiles within Microsoft Dynamics 365 and CRM platforms.
Create and maintain customer credit files in Microsoft Teams to include but not limited to Secretary of State registration, Duns & Bradstreet credit reports, and other customer-related credit documents.
Qualifications and Skills
Associate or bachelor’s degree preferred. Or equivalent 2 to 4 years of experience in commercial. credit analysis, B2B credit risk administration or a related financial role.
Hands-on experience with credit management