What are the responsibilities and job description for the Credit specialist position at Style Crest Enterprises Inc?
Description
Style Crest has a 50-year tradition of growth and innovation in the building products industry. The organization has a commitment to the manufactured housing industry and the residential exterior cladding market with an extensive product offering and a dedicated service platform that customers count on to support the success of their businesses.
We are looking for someone with intermediate Excel skills who can assist in managing and organizing credit-related tasks and documents.
Responsibilities
PRIMARY FUNCTION
Generates reports for the Credit department in Excel, and performs administrative duties to support credit functions.
KEY AREAS OF RESPONSIBILITY
- Generates Customer Master File maintenance in the ERP system includes assigning customer numbers, setting up accounts, noting special instructions on accounts, maintaining changes and additions to existing and processing new customer set-ups and changes.
- Develops relationships with our customers, SCI internal departments, and associates. Communicates frequently with associates at all levels of the organization including sales, customer service, accounting, and senior management as required
- Maintenance of the CRM File includes setting up Bill-To information and editing account information to mirror ERP Customer Master File.
- Processes credit applications and follows up by email, fax and phone of trade and bank references.
- Performs on-line credit investigations with major credit reporting agencies. Validates customer legal status with office of Secretary of State in debtor’s state.
Compiles results and presents them to Credit and Collections Analyst for review.
- Preparation of credit-related legal documents and letters as requested by Credit Manager.
- Review, verification, and file maintenance of all incoming customer Sales Tax Certificates, (Requires knowledge of various state exemption certificate criteria and legal requirements).
- Maintenance of hard copy and electronic customer credit files.
- Maintenance of files for incoming blues / POS Invoices and Returns (includes both in-office file rooms / archives).
- Preparation of AR / Credit Metrics (month-end). Run Queries and download from ERP system to Excel to compile and distribute reports.
- Preparation of AR month-end aging from Queries and ERP system download. Compile master Excel file for Credit Coordinators for redistribution to field sales associates.
- As assigned, collaboration with other departments to identify and implement solutions for workflow processes
- Monitoring and ordering of department office supplies.
- Assists and coordinates project work for manager or department as needed.
- All other duties as assigned.
Requirements
- Intermediate Excel experience, included :
- Advanced formulas and functions, such as VLOOKUP
- Creating charts and graphs
- Using the Formula tab and Functions library
- Using formulas to manipulate basic data
- Ability to build a PivotTable is a plus
- At least two years of administrative experience preferably in a related field / work.
- Previous experience in a Credit environment is a plus.
- High school diploma / GED.
- Proficient computer skills including Word, Excel, Outlook, and large ERP system experience.
- Ability to create and complete reports, letters, templates, etc.
- Excellent verbal and written communication skills.
- Detail-oriented with strong organizational skills and the ability to multi-task.
- Ability to complete work assignments on schedule in a time sensitive manner.
- Efficient and accurate data entry skills.
- Process-oriented with an eye for questioning items that do not make sense.
- Must be a team player and be flexible and adaptive to changing work assignments.
- Must be dependable, reliable, and timely relative to work schedule.
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Life Insurance (Basic, Voluntary & AD&D)
- Vacation and Personal Time
- Short Term & Long Term Disability
- 401K with Company Match
We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Monday through Friday, 8am to 5pm
PI240433602
Last updated : 2024-05-07
