SR CREDIT COORDINATOR (Dallas, Texas, United States, 75217)

Duties and Responsibilities

• Review and approve daily credit applications, joint check agreements, project account documents, purchase orders, and specialty accounts by analyzing credit bureau reports, financial statements, and other relevant credit data.
• Accurately document and maintain account notes and updates.
• Respond to new account inquiries via email and communicate effectively with sales and credit teams regarding required documentation.
• Handle inbound calls from customers, sales service centers, and internal/external credit personnel regarding new accounts.
• Provide high-quality customer service to both internal and external stakeholders.
• Ensure all requests are processed within a 24-hour turnaround time.
• Maintain a daily log of processed credit applications, joint check agreements, and project accounts.
• Notify credit personnel and sales service centers upon completion of new account processing.
• Organize and maintain pending files and folders for incomplete or in-process accounts.
• Prepare and generate letters and cover pages for new accounts.
• Manage filing, imaging, and record retention of new account documentation.
• Monitor and respond to shared department inboxes, including billing and trade reference requests.
• Assist with reporting related to new accounts and collection files.
• Support the manager with collection file maintenance and related tasks.
• Perform general administrative and clerical duties as needed.
• Perform other duties as needed.

Required Experience and Education

• Bachelor’s degree in a related field or equivalent education and/or experience.
• 0-2 years’ relevant experience or equivalent education and/or experience.

Competencies

• Excellent communication, problem solving, and organizational skills.
• Proficient using Microsoft Office Suite products.
• Experience with SAP accounting systems preferred.
• Familiarity with Experian/BizIQ and Dun & Bradstreet platforms.
• Working knowledge of commercial unsecured credit practices.
• Understanding of credit risk assessment and financial analysis.
• Knowledge of lien laws and regulatory requirements.
• Ability to manage and prioritize multiple tasks in a fast-paced environment.
• Strong organizational and time management skills.
• Demonstrated willingness to learn and take on new responsibilities.
• Experience with third-party collections management is a plus.