The Credit Clerk/Analyst is responsible to administer the processing of new customer accounts and the establishment of related consumer and commercial lines of credit. In addition, the position is accountable to execute related clerical activities that support customer account collections.
Essential Functions, Duties, and Responsibilities:
- Administer the processing and approval of consumer and commercial credit applications and maintain regular contact with the sales department and the customer throughout. Therein, collect and verify the accuracy of all application paperwork; run and analyze credit reports with national credit bureaus and applicant’s vendor references to determine credit worthiness; approve customer credit limits up to $10,000; distribute welcome packet collateral to newly approved customers; and perform related reporting in accordance with all prescribed company policies, procedures, and metrics.
- Research and resolve customer rental billing and/or payment application issues and maintain regular contact with the sales department and/or the customer.
- Support and back up the function of the Collections Clerk in customer collection efforts. Make outbound contact with existing customers who have an account balance that is 60 days or older to facilitate the resolution of issues that may be preventing them from bringing their account to current status and/or to approve payment extensions or an increased credit limit.
- Serve as a backup to the Collection Clerk as it pertains to the collection and recordkeeping of all customer tax exempt status and insurance certificates.
- Perform related clerical duties and support special project activities as assigned.
- Maintain a professional and proper personal appearance at all times.
