What are the responsibilities and job description for the CB Credit Specialist position at South State Bank?
As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.
Job Title:
Credit Specialist
Department/Group:
Credit
Position Type:
Full-time
Location:
Corporate Billing LLC
Reports To:
Credit Manager
Level/Salary Range:
1
Job Description
POSITION SUMMARY
A Credit Specialist is responsible for setting up new customer applications, verifying references, pulling credit reports. Position is also responsible for general administrative tasks of department.
ESSENTIAL JOB DUTIES
Set up new applications on the system within established guidelines
Contact vendors for credit references via telephone, fax, and email
Research companies by utilizing the internet
Access credit reports for businesses and individuals
Create and update new client reports
Enter data into Cadence and CBCentral
Perform general office duties such as answering telephone and interacting with clients
Goal is to complete an average of 15 applications per day
Develop skills through cross-training with analysts in authorizations and approval of updates and new accounts as time allows
Special projects as assigned by manager
REQUIRED SKILLS AND COMPETENICIES
High school graduate or equivalent
Excellent verbal and written communication skills are required as well as excellent customer relations skills
Must be proficient in Excel, Word, and Outlook and general office duties; experience using Cadence operating system is preferred
Must effectively manage workflow and assignments - appropriately prioritizing work. Attention to detail and accuracy is required.
WORKING CONDITIONS
Office environment; secure, comfortable working conditions.
ADDITIONAL COMMENTS
The aforementioned description of general job responsibilities in no way constitutes a contract of employment, nor should it be considered an all-inclusive. Management has the right to alter duties based on current company situations and/or projects that require special assistance. Position may be responsible for performing other duties as assigned.
Reviewed By:
Date:
Approved By:
Date:
Last Updated By:
Date/Time:
Job Title:
Credit Specialist
Department/Group:
Credit
Position Type:
Full-time
Location:
Corporate Billing LLC
Reports To:
Credit Manager
Level/Salary Range:
1
Job Description
POSITION SUMMARY
A Credit Specialist is responsible for setting up new customer applications, verifying references, pulling credit reports. Position is also responsible for general administrative tasks of department.
ESSENTIAL JOB DUTIES
Set up new applications on the system within established guidelines
Contact vendors for credit references via telephone, fax, and email
Research companies by utilizing the internet
Access credit reports for businesses and individuals
Create and update new client reports
Enter data into Cadence and CBCentral
Perform general office duties such as answering telephone and interacting with clients
Goal is to complete an average of 15 applications per day
Develop skills through cross-training with analysts in authorizations and approval of updates and new accounts as time allows
Special projects as assigned by manager
REQUIRED SKILLS AND COMPETENICIES
High school graduate or equivalent
Excellent verbal and written communication skills are required as well as excellent customer relations skills
Must be proficient in Excel, Word, and Outlook and general office duties; experience using Cadence operating system is preferred
Must effectively manage workflow and assignments - appropriately prioritizing work. Attention to detail and accuracy is required.
WORKING CONDITIONS
Office environment; secure, comfortable working conditions.
ADDITIONAL COMMENTS
The aforementioned description of general job responsibilities in no way constitutes a contract of employment, nor should it be considered an all-inclusive. Management has the right to alter duties based on current company situations and/or projects that require special assistance. Position may be responsible for performing other duties as assigned.
Reviewed By:
Date:
Approved By:
Date:
Last Updated By:
Date/Time:
