Credit assistant

Key Responsibilities

• Aid customers with account inquiries, payment questions, and credit-related concerns.
• Process new customer credit applications, gather required documentation, verify information, and set up accounts.
• Support the collections process by contacting customers, sending statements, and documenting collection efforts.
• Maintain accurate and up-to-date customer records.
• Communicate with sales staff about account status, credit limits, and customer payment issues.
• Monitor customer accounts for compliance with credit policies and escalate issues as necessary.
• Prepare and distribute reports on account balances, aging, and collections activity.
• Assist with cash application, posting customer payments, and reconciling accounts.
• Provide administrative support, such as filing, data entry, and responding to requests.
• Participate in continuous improvement initiatives to enhance credit and collections processes.

Qualifications

• A high school diploma or equivalent is required.
• Some college or coursework in accounting, finance, or business is preferred.
• Prior experience in accounts receivable, collections, or customer service is beneficial.
• Strong written and verbal communication skills, with a professional and customer-focused approach.
• Proficiency in Microsoft Office (Excel, Word, Outlook).
• Excellent attention to detail, organizational skills, and the ability to handle multiple tasks simultaneously.
• The ability to work both independently and as part of a team.