Job Description

The Credit Assistant will support the Credit Department in managing customer accounts, assisting with credit applications, collections, and maintaining accurate account records. This role requires strong organizational skills, attention to detail, and the ability to provide excellent customer service while protecting company assets and ensuring timely payment of receivables.

Key Responsibilities

• Assist customers with account inquiries, payment questions, and credit-related concerns in a professional and timely manner.
• Process new customer credit applications, including gathering required documentation, verifying information, and setting up accounts in the system once approved by the credit manager.
• Support the collections process by contacting customers regarding past due accounts, sending statements, and documenting all collection efforts.
• Maintain accurate and up-to-date customer records, including account notes, payment history, and correspondence.
• Communicate with sales staff regarding account status, credit limits, and customer payment issues,
• Monitor customer accounts to ensure compliance with credit policies and escalate issues as needed.
• Prepare and distribute reports related to account balances, aging, and collections activity.
• Assist with cash application, posting customer payments, and reconciling accounts as required.
• Provide administrative support to the Credit Department, including filing, data entry, and responding to internal and external requests.
• Participate in continuous improvement efforts to enhance credit and collections processes.

Qualifications:

• High school diploma or equivalent required; some college or coursework in accounting, finance, or business preferred.
• Prior experience in accounts receivable, collections, or customer service is a plus.
• Strong communication skills (written and verbal) with a professional, customer-focused approach.
• Proficient in Microsoft Office (Excel, Word, Outlook)
• Strong attention to detail, organizational skills, and ability to manage multiple priorities.
• Ability to work independently as well as part of a team.

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