Credit Services Associate II - Credit Risk

Job Summary

Manage the assigned Order Workflow process, ensuring prompt handling of orders that are under credit review for past due reason. Communicate with customers to obtain payment needed with the goal of releasing the pending orders. Gather and translate all necessary customer account information and internal data to develop and release accurate and detailed orders. Coordinate with credit and collections in the resolution of account and billing disputes that prevent the business from collecting receivables.

Major Tasks, Responsibilities, And Key Accountabilities

• Performs accurate and timely entry of customer selection(s) into order processing system.
• Maintains and tracks customer orders in accordance with credit and collection standards to ensure on-time delivery.
• Launches outbound collection calls to customers whose accounts have past due balances in an attempt to collect and allow order(s) to be released.
• Sets up credit limit increase requests to management to secure higher spend capacity and allow order releases for customers.
• Processes large volumes of pending orders for review / release in the absence of the dedicated credit and collections team members.
• Maintains orders using system reports and communicates progress to management.
• Identifies and escalates gaps in company and customer ordering information.
• Works with the field, customers, and other internal teams to ensure orders are completed in a timely manner.
• Communicates proactively to resolve discrepancies in data that may prevent accurate or timely order processing.
• Refers complex, unusual problems to supervisor.

Nature and Scope

Under general supervision, exercises some judgment in accordance with well-defined policies, procedures, and techniques. Work typically involves regular review of output by a senior coworker or supervisor. On rare occasions there may be a need to move or lift light articles. No travel required.

Education And Experience

HS Diploma or GED strongly preferred. Specialized skills training/certification may be required. Generally 2-5 years of experience in area of responsibility.