Consumer Credit Intake Specialist

Job Description

Job Description

Let’s Cut to the Chase

Do you enjoy organizing complex information, digging into numbers, and helping teams make smart calls? If your answer is yes, you might be our next Consumer Credit Intake Specialist.

• Onsite in Sarasota, FL
• Temp-to-Hire opportunity

• Process incoming credit applications efficiently and perform thorough credit checks.
• Document every credit transaction and customer touchpoint with precision.
• Partner with colleagues to review creditworthiness and analyze risk indicators.
• Answer questions from customers and internal teams about credit guidelines and procedures.
• Create concise reports and dashboards summarizing credit activity.
• Assist the credit group with administrative work and ad hoc projects.

• High school diploma or equivalent; associate degree in finance or related field preferred.
• Experience in credit/finance is a plus.
• Analytical thinker with a fine-tooth-comb approach to details.
• Proficiency with Microsoft Office—Excel expertise is key.
• Excellent written and verbal communication; strong relationship skills.
• Comfort working independently and collaboratively in a dynamic setting.

• Accounts Payable (AP)
• Accounts Receivable (AR)
• Microsoft Excel

• Accounting Software

Ready to make credit operations smoother, faster, and clearer for everyone involved? We’d love to hear from you.