Credit Clerk

About the role

Our client is seeking a Customer Data Maintenance Coordinator to support their Credit team during a major systems transition and customer data cleanup initiative. This role will be responsible for maintaining accurate customer information across multiple systems, updating account records, tracking changes, requesting customer documentation, and assisting with day-to-day account maintenance activities. This is a great opportunity for someone with Accounts Receivable, Credit, Billing, Customer Service, or Customer Account Maintenance experience who enjoys administrative work, data accuracy, and process-driven tasks.

Responsibilities

• Update and maintain customer account information across multiple systems
• Process customer account changes, including addresses, contacts, payment terms, and account details
• Review customer records for accuracy and identify discrepancies between systems
• Document and track account changes in Excel and internal tracking logs
• Request updated customer documentation, including:
  • Credit applications
  • W-9 forms
  • Sales tax certificates
  • Financial information
• Follow up with customers regarding outstanding documentation requests
• Utilize pre-established communication templates when corresponding with