What are the responsibilities and job description for the Credit Coordinator position at PGT Innovations?
Summary:
The Credit Coordinator is responsible for overseeing the credit management process, including data entry, scanning, and data validation tasks. This role involves maintaining accurate and up-to-date credit records and providing support to the credit team. The ideal candidate will have strong attention to detail, excellent organizational skills, and the ability to handle sensitive financial information with discretion.
What You'll Do:
Data Entry:
- Accurately enter and update credit-related information into the company’s financial systems.
- Ensure all data is entered in a timely manner to maintain current and accurate records.
- Process credit applications and customer information with a high degree of accuracy.
Scanning and Document Management:
- Scan and digitize physical documents related to credit applications, agreements, and other pertinent records.
- Maintain organized and easily accessible digital files for efficient retrieval and reference.
- Ensure that all scanned documents are clear, legible, and properly indexed.
Data Validation:
- Review and validate credit data to ensure accuracy and completeness.
- Identify and resolve discrepancies or errors in credit records.
- Conduct periodic audits of credit data and documentation to ensure compliance with company policies and regulatory requirements.
Compliance and Best Practices:
- Ensure adherence to company credit policies, procedures, and legal regulations.
- Stay updated on industry best practices and trends related to credit management and data handling.
Administrative Support:
- Provide general administrative support to the credit team, including scheduling meetings and managing correspondence.
- Assist with special projects and other duties as assigned by the Credit leadership.
- High school diploma or equivalent. Associate’s or Bachelor’s degree in Finance, Accounting, Business Administration, or a related field preferred.
- Proven experience in a data entry, administrative, or credit role; experience with financial systems and document management is a plus.
- Strong attention to detail and accuracy.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and data entry software.
- Familiarity with credit management systems and financial software.
- Excellent organizational and time-management skills.
- Strong communication skills, both written and verbal.
- Ability to handle sensitive and confidential information with discretion.
- Strong problem-solving skills and proactive approach.
- Ability to work independently and as part of a team.
Every great culture begins with a strong foundation. Ours is guided by our Togetherness Code:
- Dream & Do - We work together to think bigger and design better while creating the future of our products, services and our company.
- Inspire & Include - We make everyone feel like they are a part of our growth and our future opportunities.
- Build & Better - We keep quality in mind as we build our products and our relationships, both internally and externally.
- Develop & Deliver - We take the time to learn, guide and mentor as we prepare our next generation of talent.
