Bachelor’s degree in finance, accounting, business, or a related field
3+ years of experience working in credit, finance, accounting, customer service, and/or related technical or customer service field
Advanced knowledge of speaking, writing, and reading English
Proficiency in Microsoft Excel, PowerPoint, and Office Suite
Experience with credit/collections and order management systems
Strong analytical, organizational, and problem-solving skills
Excellent written and verbal communication skills
Responsibilities
Analyze and optimize credit order management processes, identifying trends and recommending improvements to reduce order holds and streamline workflows
Serve as an escalation point for complex order review issues, collaborating with supervisors, credit specialists, sales, and finance teams to resolve high-impact cases
Oversee and report on order block credit queues, ensuring timely resolution and compliance with divisional credit guidelines
Develop and maintain performance metrics, dashboards, and reports for leadership review
Provide training, mentoring, and guidance to credit specialists
Ensure adherence to SLA timelines and maintain high standards of communication with internal and external stakeholders
Support the supervisor in maintaining and updating customer status lists (e.g., temporary never hold customers)
Research and resolve escalated customer account issues, including past due balances and credit disputes