Pricing and Credit Specialist
Jobtailor
Manage pricing execution, customer pricing profiles, pricing segments, strategies, and business rules for domestic and export accounts Maintain accurate pricing and master data to optimize margins, minimize errors, and ensure accurate order execution Support the CUPSET expansion initiative using data and insights to improve pricing accuracy, margin performance, and error rates Manage accounts receivable, credit evaluations, customer credit limits, and rebates while minimizing delinquency and improving DSO Review and resolve pricing, credit, and order-related issues, including missing prices, CSR orders and complex customer inquiries Partner with Sales, Customer Service, Supply Chain, Finance, IT, and Pricing Bot teams to resolve issues and automate pricing and order processes Establish and maintain new Sold-to and Ship-to customer accounts and support key-account Accounts Payable relationships Analyze outpricing, missing price, credit, and order data to identify trends, mitigate risk, and provide actionable business insights Identify and implement process improvements and operational efficiencies, including automation opportunities and weekly reporting to Business Operations Provide mentoring, training, and team support, including training CSRs and Business Operations teams on the Order-to-Cash process and supporting high-risk account resolution Requirements Bachelor's Degree in Business or similar field is preferred 5-8 years of experience in Financial, Customer Service, and/or strong analytical and problem-solving abilities Proficiency in ERP systems and Microsoft Office Suite, including advanced Excel and financial analysis tools Experience in Order processing, SAP, pricing, credit management, and financial operations Excellent communication, collaboration, and negotiation skills Attention to detail and high level of accuracy Understanding of financial statements and credit principles Knowledge of GST (Global Solutions Team) and RST (Regional Solutions Team) compliance is an asset Core Competencies Demonstrates expertise in pricing execution, credit management, and financial operations, with a strong focus on data analysis and process improvement. Proficient in ERP systems and advanced Excel for financial analysis, while effectively collaborating with cross-functional teams. Highest-signal resume keywords Pricing Execution Management Credit Management Data Analysis ERP Systems Proficiency Financial Operations ATS Optimization Keywords Hard Skills Pricing Strategies Order Processing Financial Analysis Credit Evaluations Master Data Management Process Improvement Automation Opportunities Margin Performance Analysis Accounts Receivable Management Order-to-Cash Process Soft Skills Excellent Communication Collaboration Skills Negotiation Skills Attention to Detail Problem-Solving Abilities Industry Keywords Financial Statements Credit Principles GST Compliance RST Compliance Customer Service Tools & Technologies Microsoft Office Suite Advanced Excel ERP Systems SAP #J-18808-Ljbffr Jobtailor
$89.4k - $148.6k
In this role you will be a part of the North America Property actuarial pricing team. You will be involved in various pricing-related activities and have exposure to several teams including Actuarial, Underwriting, Operations, and Finance through individual account pricing...SuggestedFlexible hours$185k - $195k
...insurance organization located in New York is seeking an Underwriting Specialist responsible for daily account operations. This role requires... ...with broker partners and management to ensure effective pricing and coverage solutions. The salary range for this position is...Suggested$150k - $200k
CCF Credit Specialist Southeast, Vice President New York, New York, United States Responsibilities Collaborate with existing institutional... ...credit products, including developing go-to-market strategies, pricing models, distribution channels, and direct contributions to...Suggested- ...We’re seeking a future team member for the role of Specialist to join our Credit Risk team covering Funds and Alternative Managers. This role is located in Pittsburgh,PA. In this role, you’ll make an impact in the following ways: Performing credit due diligence on...SuggestedWorldwide
- ...Reporting to the Cash Applications Manager, the Credit Balance Specialist will resolve open balances with the goal to prevent future rework. They will analyze EOBs and/or payor correspondence to reconcile system credit balances or potential overpayments, research and resolve...SuggestedContract workWork at office
- We’re seeking a future team member for the role of Specialist to join our Credit Risk team covering Funds and Asset Managers. This role is located in New York City, NY or Pittsburgh, PA.In this role, you’ll make an impact in the following ways:Performing credit due diligence...WorldwideFlexible hours
- We’re seeking a future team member for the role of Senior Specialist, Credit Services & Loan Closing to join our Credit Services Administration team. This role is located in New York, NY.Lead end-to-end syndicated loan closings, including CP validation, funding coordination...WorldwideFlexible hours
- ...Rockland Federal Credit Union is seeking friendly, service-focused individuals for the Member Solutions Center in a remote, full-time role. The position offers an hourly salary of $20.00–$22.00, with weekday shifts and alternating Saturday hours. You will handle member...Hourly payFull timeRemote workShift workWeekday work
$55.13k - $62k
...for someone with a strong ability to make sound, independent decisions. You will process Automatic Clearing House (ACH) debits and credit origination instructions, post received ACH debits and credits, and associated exceptions in accordance with NACHA guidelines. Receive...Work at office- Wealth Management - Private Bank - Letters of Credit, Firm Specialist, VPJPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business...Work at office
$140k - $185k
Alternative Credit Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 - $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Alternative Credit Specialist position...Full time- ...Empower Federal Credit Union in New York is seeking a Member Service Representative to provide exceptional service and help members manage deposits, loans, and accounts. You will greet members, open and maintain accounts, and educate on available services while ensuring...
- ...alternative investment management firm with a dynamic and entrepreneurial culture. With a diverse portfolio across private equity, credit, real assets, and hedge fund strategies. The Opportunity They're seeking a strategic, analytical, and detail-oriented Compensation...
$123.43k - $164.58k
...upfront costs. Sunrun is the largest dedicated residential solar and storage company in the country and has a mission to bring stably priced resilient power to the masses.OVERVIEWSunrun’s business model is complex and subject to a large body of dynamic inputs (both...Full time- ...Controller to review financial transactions and count monies while ensuring compliance with company policies. You will assist in cash/credit/gift card transactions across multiple resort outlets, reconcile discrepancies, and prepare reports. This role requires MS Office...
$115k - $145k
...doManage the valuation and models for various products, such as credit derivatives, interest rate swaps/swaptions, FX derivatives, government... ...valuation process followes the firm’s valuation policy.Perform price testing analysis with counterparty valuation and other third-...Work experience placement$120k - $150k
...fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralizes proprietary credit data, deep analysis, and high-value workflows across global markets. Today, 9fin powers teams at 300+ blue-chip institutions...Summer workLocal areaWorldwideFlexible hours- ...seeking a highly motivated Associate to join our Global Private Credit Syndicate team, which sits within J.P. Morgan's Corporate &... ...diligence questions and managing ongoing communicationSupport pricing, structuring, and risk distribution decisions in partnership with...
- ...EL population with well-prepared ESL instructors and Program Specialists who design excellent instructional opportunities, engage the community... ...instructors who are also current ESL professionals. Eighteen Credits of CPE Coursework with a total cost of $1,800, making this...16 hours
$145k - $180k
...Want to Talk to You!The Difference You Make:We are looking for an experienced PolyPath Market Risk Specialist with strong technical and business knowledge to support pricing, valuation, and market risk activities within a large banking or capital markets environment.The...Hourly payFull timeContract workWork experience placementShift work- ...seeking a highly motivated Associate to join our Global Private Credit Syndicate team, which sits within J.P. Morgan's Corporate &... ...diligence questions and managing ongoing communication Support pricing, structuring, and risk distribution decisions in partnership with...
- ...Job Responsibilities Run syndication processes for private credit financing transactions from launch through allocation and close. Act... ...questions and managing ongoing communication. Support pricing, structuring, and risk distribution decisions in partnership with...
- ...country. For more information, visit . Mission of the Intake Specialist I The Intake Specialist Iservesas the first impression of Ascendus... ...SBA clients) covering at the minimum the following topics: Credit Analysis: Pull Credit Report and review - Work with small business...Contract workFor contractorsWork at officeLocal areaFlexible hours
- ...FLEXCUBE Research) to drive accuracy in exposure calculations and contract validation. You will apply frequent FLEXCUBE usage across credit, customer records, and core banking operations, ensuring auditable handoffs and compliant processes for complex contracts. You will...Contract work
$170k - $175k
Job Title: Corporate Credit Financing - Asset Management/ Asset Management Specialist Location: New York, NY 10036 Salary Range: $ 170000- $ 175000/Year Duration: Full-Time Perm Role Position Overview The Client is seeking an experienced consultant to join its Corporate...Permanent employmentFull timeLocal area- Frontier Credit Union in Idaho seeks a Member Service Representative to enhance branch productivity and member relationships. You will perform teller and new account functions while promoting loan products and providing financial guidance. Role requires cash handling,...Remote work
- Russell Tobin seeks an experienced Corporate Credit Financing - Asset Management Specialist to join its Asset Management team in New York, NY 10036. The role focuses on portfolio management, risk oversight and reporting to support senior management decisions. You will...Full time
$33.66 - $55.29 per hour
...and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance,... ...content and first-class service. Summary The Fixed Income Service Specialist is responsible for servicing and supporting E*TRADE self-directed...Hourly payTemporary workFlexible hours- Bank of America is seeking a client support specialist to handle credit and short-term lending inquiries, helping clients achieve their financial goals. This role involves card servicing, proactive sales engagement, risk management, and ensuring a positive client experience...Remote jobTemporary workFlexible hours
- ...trading strategies, secondary trades, primary trades and help develop the broader systematic trading ecosystem. The role will focus on pricing and marketing ETFs, assessing risk models, generating systematic alpha, analyzing P&L data, and improving workflows to make the...
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