Key Responsibilities
• Provide guidance and timely responses to our Sales Partners to help them achieve sales to new and existing customers
• Manage/track the overall flow of credit files to ensure that they are moving timely through the credit process
• Review new customer credit files once assembled. Approve the initial terms and credit limit.
• Approve temporary credit increase (that exceed Asst Manager limits) to accommodate large orders.
• Oversee the set-up of new customer portals and completion of customer forms.
• Review all new Bids and General Contractor orders. This includes carefully reading the contract language, terms and conditions.
• Oversee outside leasing transactions and ensure all paperwork is done timely
• Communicate with the Collections Manager on credit issues.
• Approve employee timesheets and time off in ADP
• Review customers with older open orders and no recent activity to determine current credit worthiness
• Oversee customer write offs and bankruptcy paperwork
• Train new Partners on credit procedures during orientation and answer ongoing questions as needed.
• Review the expiring temp limits and adjust as appropriate
• Prepare monthly manager's report
• Prepare schedules for the monthly financial packet
• Review and manage the consolidation of customer accounts that should be under the same parent or bill to account.
• Identify and Implement procedural improvements
• Communication with outside leasing and collection firms

Competencies and skills

Qualifications:
Skills Required
• Prepare monthly manager's report
• Prepare schedules for the monthly financial packet
• Review and manage the consolidation of customer accounts that should be under the same parent or bill to account.
• Identify and Implement procedural improvements
• Communication with outside leasing and collection firms