Credit Specialist Job Description Template
Our company is looking for a Credit Specialist to join our team.
Responsibilities:
- Contacting customers regarding invoices due, skipped/short payments and credit amounts available on accounts;
- Processing orders in credit review and review past-due accounts using a variety of reports;
- Communicating with customers via phone and email in a professional manner while keeping and improving customer relations;
- Ensuring that systems are updated with the latest customer account notes and changes;
- Providing timely follow-up with customers, sales team members and other Company team members regarding any concerns which impact Credit/Collections;
- Identifying, researching and resolving issues related to skipped invoices, short payments and other account delinquency concerns.
Requirements:
- Ability to monitor own work and set appropriate timelines;
- Two or more years of credit, accounts receivable or other accounting support experience;
- Proficiency in Microsoft Office including Word, Excel and Outlook;
- High school diploma or equivalent;
- Strong communication, analytical and problem-solving skills;
- Ability to work independently while paying attention to details and maintaining accuracy.