Credit Specialist (Finance)

What You'll Be Doing

• Review and approve equipment and design build orders for project creation. Verifying that each order is complete/accurate and ready for processing by the Purchasing and Project teams.
• Provide customer support, guidance and training to the various Branch Offices as it relates to Orders being submitted for review.
• Record daily cash receipts and identify/resolve any discrepancies, prior to system posting.
• Review new customer account applications, confirm the accuracy of customer setup and evaluate appropriate credit limits, based upon Credit Tools and Financial Data.

What You Bring to Assure Success:

• Experience with Customer Service and client communications
• Familiarity with accounting and contracting software programs
• Intermediate Excel and Data management analysis
• Communication and strong problem-solving skills
• Ability to share job knowledge with teammates and regional personnel as necessary
• Strong analytical skills
• 2 Years of position related experience
• Sense of discretion and willingness to maintain strict confidentiality of pertinent company and client information