Credit Representative

JOB SUMMARY

JOB FUNCTIONS

Essential Functions

Essential Function

Perform analysis of Dun & Bradstreet credit report profiles to analyst payment trends and overall business viability

Prepare and present complete credit packages for management

Ensure accurate customer account records by updating customers file with limit changes, terms and all related collection fields

Complete annual account reviews and limit increases/decreases

Monitor changes in financial reporting from Dun & Bradstreet

Build and maintain spreadsheets and dashboard for credit approval tracking and other projects

Responsible to review and release holds due to credit limits and overdue amounts

Identify and communicate root cause for delinquency

Complete weekly reporting for holds and releases to Manager

Light collections to resolve credit releases

Answer customer and field questions regarding account status

Responsible for inactive customer base documentation and escalation for outside collections

Communicate professionally and effectively

Data entry

Maintain active follow up on files/pipeline

Additional Responsibilities

Required for All Jobs

• Performs other duties as assigned

• Complies with all policies and standards

QUALIFICATIONS

Education

Education Level

Education Details

Req/

Pref

Work Experience

Experience

Experience Details

Required/

Preferred

Knowledge, Skills and Abilities

KSAs

Ability to review credit applications and complete credit investigations to grant credit and establish limits based on thresholds

Ability to navigate and use multiple databases

Licenses and Certifications

Licenses/Certifications

Licenses/Certification Details

Time Frame

Required/

Preferred

PHYSICAL DEMANDS/WORKING CONDITIONS

Physical Demands Category:

Office and Administrative Support

Physical Demands

A thorough completion of this section is needed for compliance with legal standards such as the Americans with Disabilities Act. The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Physical Demand

N/A

Rarely

Occasionally

Frequently

Constantly

Weight

Stationary Position

X

Move/Traverse

X

Stationary Position/Seated

X

Transport/Lifting

X

Transport/Carrying

X

Exerting Force/Pushing

X

Exerting Force/Pulling

X

Ascend/Descend

X

Balancing

X

Position Self/Stooping

X

Position Self/Kneeling

X

Position Self/Crouching

X

Position Self/Crawling

X

Reaching

X

Handling

X

Grasping

X

Feeling

X

Communicate/Talking

X

Communicate/Hearing

X

Repetitive Motions

X

Coordination

X

Physical and Environmental Requirements

Mental Demands

Working Condition

N/A

Rarely

Occasionally

Frequently

Constantly

Comprehension: The person in this position must be able to understand direction and adhere to established procedures

X

Organization: The person in this role must be able to gather and classify information

X

Reasoning and Decision Making: The person in this role must use logic to make decisions quickly and effectively.

X

Communication: The person in this position must be able to express and exchange ideas and meaning with colleagues

X

Resilience: The person in this position needs to adapt well in the face of workplace stressors such as customer service complaints and juggling competing priorities

X

Matheson is an Equal Opportunity Employer that complies with the laws and regulations set forth under EEOC.. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. EOE AA M/F/VET/Disability