Description

Summary:  The role of the Credit Assistant is to assist in the process of credit files, data entry, and provide reporting in accordance with company policy and procedures. 

Essential Duties and Responsibilities: 

• Assist with the processing of Business Agreements accurately and timely manner.
• Maintain the Business Agreement Tracking database.
• Send out Business Agreement (new and review) in coordination with credit team and sales team, tracking the return and follow-up as needed. 
• Sending bank and industry references along with compiling any information from online searches, trade organizations and credit reporting agencies.
• Assist with the setup of new accounts and update account information as needed in company computer systems. 
• Pulling and creating reports as needed by the Credit Team
• Assist with the processing of daily payments received.
• Complete outside credit information request and inquiries following the guidelines of JDH.
• Scan and digitally file credit information
• Perform other duties as assigned.
• Complete the shell of the Credit Review Summary
• Maintain the confidentiality of customer and JDH information
• Work independently.

Requirements

Qualifications: 

• Associates degree or equivalent combination of education and experience. 
• Working knowledge of Microsoft Office Applications. (Outlook, Word, Excel, Teams.)
• Ability to effectively communicate with internal and external customers.

Physical Demands 

· Frequent sitting, use of computer, communication via telephone

· Ability to navigate an office environment.