What are the responsibilities and job description for the New Account Coordinator-Customer Financial Services position at Cabinetworks Group?
Job description
JOB SUMMARY:
Responsible for initial credit assessment, processing credit applications, and customer master setup information in various systems.
Position Description:
- Establish new customer accounts and maintain existing customer accounts in multiple operating systems leveraging information received from field sales, pricing, contract/legal team, and customers.
- Generate credit reports, analyze score ratings and provide recommendation to the Customer Financial Services Manager/ Director to establish appropriate credit limits and to evaluate risk.
- Credit Reviews of total exposure for all existing and established customer set-ups.
- Suspend/Terminate accounts when requested and reassign credit limits, reassigned to collection agency as directed.
- Participate in routine team duties including but not limited to Double Check audit reviews to ensure accuracy and completeness and generating department activity reports.
- Research/troubleshoot any change requests received for modification, validation, and/or creation in system(s), including change of ownership, mergers/acquisitions, regional sales realignments.
- Work with Master Data Management system and team to ensure alignment of Global ID’s and Global site ID’s initiative across all customer accounts.
- Regular and frequent interactions with all Field Sales management personnel, as well as leaders from Sales Operations, Customer Care, Pricing, Legal, and Finance.
ESSENTIAL QUALIFICATIONS AND SKILLS:
- High School diploma or GED.
- 2 years credit, call center, or analytical role experience.
- Intermediate proficiency with Microsoft Office Suite.
- Demonstrated successful ability to build positive partnerships and work collaboratively with cross-functional business teams.
- Demonstrated successful ability to prioritize and multi-task various and conflicting responsibilities.
- Excellent problem solving, critical thinking and decision making skills.
- Excellent verbal and written communication skills with the ability to interact with internal and external customers.
- Demonstrated successful ability to input data with a high accuracy rating, and strong attention to detail.
PREFERRED QUALIFICATIONS AND SKILLS:
- Associate’s degree in finance, accounting, or related field.
- Prior experience entering customer data into system(s).
- Prior Credit evaluation experience.
- Prior Unidata, Decade, Frontier, and/or Oracle software experience.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Shift:
- Day shift
Ability to Commute:
- Livonia, MI 48152 (Required)
Work Location: In person
