Credit assistant job description
Updated March 14, 2024
9 min read
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Example credit assistant requirements on a job description
Credit assistant requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in credit assistant job postings.
Sample credit assistant requirements
- Bachelor's degree in finance, accounting, or business-related field.
- 2+ years of experience working with credit and collections.
- Knowledge of accounting principles and regulations.
- Proficient in Microsoft Office Suite.
- Excellent data entry skills.
Sample required credit assistant soft skills
- Strong problem-solving and analytical skills.
- Ability to work in a fast-paced environment.
- Excellent written and verbal communication skills.
- Ability to maintain a high level of confidentiality.
- Highly organized with attention to detail.
Credit assistant job description example 1
Orgill credit assistant job description
Exciting Opportunity! Dynamic Team! Growing Company!
Interested in an exceptional opportunity? Want to work with a dynamic credit team? Then Orgill is the company for you!
Orgill is looking for a Credit Assistant in Memphis, TN - this is an awesome opportunity for an experienced candidate in the credit profession! If you have handled collections on large accounts, applied payments to customer accounts, and had successful interaction via phone and email with customers and vendors, then consider an opportunity with Orgill!
.
What Requirements Should I Have?
The successful candidate will have a High School diploma or GED along with 2 to 3 years' experience in a credit or customer service role. As a member of the credit team, you will be expected to perform a broad range of simultaneous duties and deliver effective communication both verbally and written. You will also be experienced in Microsoft Excel for creating and maintaining detailed spreadsheets. We will help you achieve your career goals by offering challenging duties and annual performance reviews.
What Can We Offer You?
Employee Benefits:
Orgill, Inc. offers a competitive benefits package that offers valuable benefit options at reasonable costs and provides affordable coverage to our employees.
* 401(k) Plan
* Medical & Prescription
* Vision
* Dental
* Life Insurance
* Employee Assistance Program
* Educational Assistance Program
* Disability Insurance
* Accidental Death and Dismemberment
* Additional Life, Accident, and Cancer Coverage
* Vacation Benefits
* 8 Paid Holidays
Company Overview:
Orgill, Inc., founded in 1847, is the nation's largest and fastest-growing independently-owned hardlines distribution company that is recognized as an industry leader for its development of innovative retail programs and services that are designed to fulfill a simple mission: Help Our Customers Be Successful. We exist to serve our customers and our mission is the foundation upon which all of our services, products and activities are built. Orgill employees strive for the highest quality and endeavor to do things right the first time, constantly working towards improving everything we do. Employees want our customers to know that they can depend on us every time they do business with Orgill. We need you to come aboard to help us continue the mission of "Helping our customers be successful."
We're always looking for positive, energetic, and upbeat people to join our team. If you enjoy working in a fast-paced environment Orgill is the place for YOU!
Interested in an exceptional opportunity? Want to work with a dynamic credit team? Then Orgill is the company for you!
Orgill is looking for a Credit Assistant in Memphis, TN - this is an awesome opportunity for an experienced candidate in the credit profession! If you have handled collections on large accounts, applied payments to customer accounts, and had successful interaction via phone and email with customers and vendors, then consider an opportunity with Orgill!
.
What Requirements Should I Have?
The successful candidate will have a High School diploma or GED along with 2 to 3 years' experience in a credit or customer service role. As a member of the credit team, you will be expected to perform a broad range of simultaneous duties and deliver effective communication both verbally and written. You will also be experienced in Microsoft Excel for creating and maintaining detailed spreadsheets. We will help you achieve your career goals by offering challenging duties and annual performance reviews.
What Can We Offer You?
Employee Benefits:
Orgill, Inc. offers a competitive benefits package that offers valuable benefit options at reasonable costs and provides affordable coverage to our employees.
* 401(k) Plan
* Medical & Prescription
* Vision
* Dental
* Life Insurance
* Employee Assistance Program
* Educational Assistance Program
* Disability Insurance
* Accidental Death and Dismemberment
* Additional Life, Accident, and Cancer Coverage
* Vacation Benefits
* 8 Paid Holidays
Company Overview:
Orgill, Inc., founded in 1847, is the nation's largest and fastest-growing independently-owned hardlines distribution company that is recognized as an industry leader for its development of innovative retail programs and services that are designed to fulfill a simple mission: Help Our Customers Be Successful. We exist to serve our customers and our mission is the foundation upon which all of our services, products and activities are built. Orgill employees strive for the highest quality and endeavor to do things right the first time, constantly working towards improving everything we do. Employees want our customers to know that they can depend on us every time they do business with Orgill. We need you to come aboard to help us continue the mission of "Helping our customers be successful."
We're always looking for positive, energetic, and upbeat people to join our team. If you enjoy working in a fast-paced environment Orgill is the place for YOU!
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Credit assistant job description example 2
Sierra Ban credit assistant job description
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Maintains all files regarding listed loans. Obtains all financial information, credit reports, and liabilities for loans. Creates the file and inputs information into the computer.
Maintain and update loan tickler system.
Maintain disbursement files and ordering of inspections.
Ordering documents per loans from the Note Department. Type escrow instructions and send to an escrow company.
Request funding and make loan file for LOC for booking and certifying.
Composes and types routine correspondence.
Greets scheduled visitors and conducts to appropriate area or person.
Arranges and coordinates travel schedules and reservations.
Conducts research, and compiles and types statistical reports.
Types general correspondence.
Perform other related duties as may be assigned.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
One year certificate from college or technical school; or 6 months to one year related experience and/or training; or equivalent combination of education and experience.
LANGUAGE SKILLS
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
COMPUTER SKILLS
Ability to operate a computer. Proficiency in Excel, Microsoft Word, and Power Point. Ability to input data into forms accurately and efficiently.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit and use hands to finger, handle, or feel. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.
WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Maintains all files regarding listed loans. Obtains all financial information, credit reports, and liabilities for loans. Creates the file and inputs information into the computer.
Maintain and update loan tickler system.
Maintain disbursement files and ordering of inspections.
Ordering documents per loans from the Note Department. Type escrow instructions and send to an escrow company.
Request funding and make loan file for LOC for booking and certifying.
Composes and types routine correspondence.
Greets scheduled visitors and conducts to appropriate area or person.
Arranges and coordinates travel schedules and reservations.
Conducts research, and compiles and types statistical reports.
Types general correspondence.
Perform other related duties as may be assigned.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
One year certificate from college or technical school; or 6 months to one year related experience and/or training; or equivalent combination of education and experience.
LANGUAGE SKILLS
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
COMPUTER SKILLS
Ability to operate a computer. Proficiency in Excel, Microsoft Word, and Power Point. Ability to input data into forms accurately and efficiently.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit and use hands to finger, handle, or feel. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.
WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
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Credit assistant job description example 3
Insteel Industries credit assistant job description
Credit Assistant - Mount Airy, NC
Are you an experienced credit professional looking for the opportunity to join a great credit services team? If you like the idea of working for an established, and growing, publicly-traded company with a strong history, bright future, and respect in its industry, then read on.
About Us
Insteel Industries, established in 1953, started from humble beginnings, embraces strong values, and has its Home Office in Mount Airy, NC. We are the nation's largest manufacturer of steel wire reinforcing products for concrete construction applications. We manufacture and market prestressed PC-strand and welded wire reinforcement, including engineered structural mesh, concrete pipe reinforcement and standard welded wire reinforcement for concrete reinforcement applications. The company operates ten manufacturing facilities in eight states.
About You
The ideal candidate is a strong contributor who thrives while working in a professional, yet casual, work environment. Someone that knows the value of building client relationships, even in difficult circumstances. Someone that is organized and administratively efficient as well as a good communicator.
Position Snapshot
The Credit Assistant processes new credit account requests. Plans and performs customer collection calls. Works with other departments as necessary to take care of the customer's needs. Spots problem accounts and tracks customer payment trends. Keeps Credit Manager informed of problem accounts that need special attention. Maintains customer credit master (Customer Standard) in Oracle. Responds to customer document requests.
To be successful in this role you will:
* Plan and process customer contacts by telephone / email / fax in attempt to determine reason for overdue payment, reviewing terms of sale, service, or credit contract with the customer.
* Notify Credit Manager/Credit Analyst when a customer fails to respond or when any customer statement, promise, or problem is not standard or according to terms.
* Record information about financial status of customer and status of collection efforts.
* Partner with sales to help with the collection of past due customers while striving to maintain good customer relationships. Communicate with other departments to take care of the customer's needs.
* Serve as a backup for the Accounting Assistant role. Trained to post customer payments, balance daily receipts, and process the monthly close of Accounts Receivable to the General Ledger.
* Process new account requests. Review all required new account opening documents for completion and accuracy. Order credit reports and checks credit references. Review credit reports, credit references, credit group reports and any other information available and make new account credit line recommendations to the Credit Services Manager. Create accounts for all new customers. Investigate and maintain all changes (Bill To Address, Payment Terms, Tax Exemption Status) in customer's credit master (Customer Standard).
* Create and transmit new customer welcome package which includes key contacts, explanation of payment terms and payment remit to information.
* Work with sales and any other departments necessary to resolve discrepancies.
* Maintain new customer spreadsheet to track new account creation.
* Provide invoice copies, Bill of Lading copies and Proofs of Delivery as requested.
* Maintain customer credit files by scanning pertinent documentation into Oracle electronic customer files. Perform routine credit file reviews for existing customers.
* Participate in monthly collections meetings to keep management informed of past due customers and their status.
* Work with sales and any other departments necessary to take care of customer's needs.
Provide backup for others in Credit Department in their absence and as needed or assigned in the areas of:
* Credit approvals, up to $25,000 authority
* Checking and providing trade credit references
* Gathering information
* Running Dun & Bradstreet credit reports
* Maintaining customer accounts
* Performing other responsibilities as needed to contribute to the effective operation of the department and the company
Qualifications to be considered for the role:
* Professional, technical, or administrative training (2-year Associate Degree); including knowledge generally applicable to Credit and/or Accounting.
* A minimum of 3 years work-related experience is required. You will receive on the job training from the Credit Manager to enable sound judgment on credit decisions.
* An equivalent combination of education and work-related experience may be acceptable.
For your hard work, you receive:
* Competitive base pay
* Bonus eligibility based on company performance
* Opportunity for professional growth
* Paid time off including holidays and vacation
* Excellent benefits to include medical, dental, vision, company paid life/short-term disability/long-term disability insurance, flexible spending accounts (FSA), health savings account (HSA), 401(k) with match, company paid tele-health, stock purchase plan, tuition reimbursement assistance, and Employee Assistance Plan (EAP).
Insteel Industries is strongly committed to the recruitment, selection, development, and promotion of employees based on individual merit. We provide equal employment opportunity to all people without regard to race, color, religion, sex, national origin, age, or disability.
Amount of TravelNo Travel (0%) Work At HomeNo
Are you an experienced credit professional looking for the opportunity to join a great credit services team? If you like the idea of working for an established, and growing, publicly-traded company with a strong history, bright future, and respect in its industry, then read on.
About Us
Insteel Industries, established in 1953, started from humble beginnings, embraces strong values, and has its Home Office in Mount Airy, NC. We are the nation's largest manufacturer of steel wire reinforcing products for concrete construction applications. We manufacture and market prestressed PC-strand and welded wire reinforcement, including engineered structural mesh, concrete pipe reinforcement and standard welded wire reinforcement for concrete reinforcement applications. The company operates ten manufacturing facilities in eight states.
About You
The ideal candidate is a strong contributor who thrives while working in a professional, yet casual, work environment. Someone that knows the value of building client relationships, even in difficult circumstances. Someone that is organized and administratively efficient as well as a good communicator.
Position Snapshot
The Credit Assistant processes new credit account requests. Plans and performs customer collection calls. Works with other departments as necessary to take care of the customer's needs. Spots problem accounts and tracks customer payment trends. Keeps Credit Manager informed of problem accounts that need special attention. Maintains customer credit master (Customer Standard) in Oracle. Responds to customer document requests.
To be successful in this role you will:
* Plan and process customer contacts by telephone / email / fax in attempt to determine reason for overdue payment, reviewing terms of sale, service, or credit contract with the customer.
* Notify Credit Manager/Credit Analyst when a customer fails to respond or when any customer statement, promise, or problem is not standard or according to terms.
* Record information about financial status of customer and status of collection efforts.
* Partner with sales to help with the collection of past due customers while striving to maintain good customer relationships. Communicate with other departments to take care of the customer's needs.
* Serve as a backup for the Accounting Assistant role. Trained to post customer payments, balance daily receipts, and process the monthly close of Accounts Receivable to the General Ledger.
* Process new account requests. Review all required new account opening documents for completion and accuracy. Order credit reports and checks credit references. Review credit reports, credit references, credit group reports and any other information available and make new account credit line recommendations to the Credit Services Manager. Create accounts for all new customers. Investigate and maintain all changes (Bill To Address, Payment Terms, Tax Exemption Status) in customer's credit master (Customer Standard).
* Create and transmit new customer welcome package which includes key contacts, explanation of payment terms and payment remit to information.
* Work with sales and any other departments necessary to resolve discrepancies.
* Maintain new customer spreadsheet to track new account creation.
* Provide invoice copies, Bill of Lading copies and Proofs of Delivery as requested.
* Maintain customer credit files by scanning pertinent documentation into Oracle electronic customer files. Perform routine credit file reviews for existing customers.
* Participate in monthly collections meetings to keep management informed of past due customers and their status.
* Work with sales and any other departments necessary to take care of customer's needs.
Provide backup for others in Credit Department in their absence and as needed or assigned in the areas of:
* Credit approvals, up to $25,000 authority
* Checking and providing trade credit references
* Gathering information
* Running Dun & Bradstreet credit reports
* Maintaining customer accounts
* Performing other responsibilities as needed to contribute to the effective operation of the department and the company
Qualifications to be considered for the role:
* Professional, technical, or administrative training (2-year Associate Degree); including knowledge generally applicable to Credit and/or Accounting.
* A minimum of 3 years work-related experience is required. You will receive on the job training from the Credit Manager to enable sound judgment on credit decisions.
* An equivalent combination of education and work-related experience may be acceptable.
For your hard work, you receive:
* Competitive base pay
* Bonus eligibility based on company performance
* Opportunity for professional growth
* Paid time off including holidays and vacation
* Excellent benefits to include medical, dental, vision, company paid life/short-term disability/long-term disability insurance, flexible spending accounts (FSA), health savings account (HSA), 401(k) with match, company paid tele-health, stock purchase plan, tuition reimbursement assistance, and Employee Assistance Plan (EAP).
Insteel Industries is strongly committed to the recruitment, selection, development, and promotion of employees based on individual merit. We provide equal employment opportunity to all people without regard to race, color, religion, sex, national origin, age, or disability.
Amount of TravelNo Travel (0%) Work At HomeNo
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Updated March 14, 2024
Updated March 14, 2024