Credit Specialist

📋 Description

• Credit Decisioning: Evaluate initial creditworthiness by processing applications, pulling reports
• Policy Enforcement: Manage daily credit operations in line with policies to balance risk and growth.
• Account Reconciliation: Resolve discrepancies, unapplied cash, short payments, and misapplied funds
• Workflow & Task Management: Own portfolios, route items to Sales/Billing for prompt resolution.
• Relationship Management: Collaborate with Sales to gather documentation and onboard key accounts.
• Compliance: Ensure activities comply with regulations and SOX controls.

🎯 Requirements

• 2-3 years of credit, collections, or AR experience (manufacturing or B2B tech preferred).
• Bachelor’s degree in Finance, Accounting, Business Admin, or equivalent.
• Experience reviewing financial statements and using credit reports (e.g., DUNS) to assess
• Hands-on experience with CRM/ERP workflows; Salesforce and Intacct are a plus.
• Proven ability to perform complex account reconciliations and resolve billing disputes.
• Familiar with audit trails and SOX controls in O2C; strong written and verbal communication skills.