Credit Specialist Resume Samples - Page 2

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Credit Specialists are in charge for ensuring a high level of satisfaction for credit customers. Essential job functions listed on a Credit Specialist example resume are making and receiving calls, writing reports, making credit decisions, maintaining client records, processing payments, investigating customer queries, and checking if debt is repaid on time. Employers select resumes displaying the following job assets: knowledge of credit procedures, verbal communication skills, data analysis, accuracy, decision-making, computer competences, and time management. A Bachelor’s Degree in accounting is required for this role.

11

Credit Specialist II

I communicated constantly with customers and assisted other [company name] employees to help provide customers with new service or evaluate their credit to determine what plans and services would be most beneficial to customers. This was an ever-changing environment where new policies were drafted and communicated daily, so being flexible and accommodating was a must.

  • Determined fraud risk to protect company and customer's information
  • Spoke with customers to analyze their needs proactively
  • Utilized strong communication and adaptability skills
Candidate Info
6
years in
workforce
1
year
at this job
12

Credit Specialist

  • Responsible for over 150 credit accounts.
  • Make calls to customers and take payments or set customers up for a promise to make a payment by end of week.
  • Reach a goal every week to maintain bonus.
  • Make decisions based on my own findings about accounts.
  • File necessary paperwork.
  • Deal with repo department and locate vehicles that were claimed to have been stolen.
Candidate Info
1
year in
workforce
3
months
at this job
AS
Liberal Arts
BA
Political Science
13

Credit Specialist

Releasing customer orders and shipments on hold via SAP.

  • Ordering Dun & Bradstreet reports to establish credit worthiness.
  • Reconciling customer charge backs and balances on SAP.
  • Daily interactions with customers in order to maintain A/R cash flow.
  • Anticipate and resolve customer issues by interacting with sales and internal departments.
  • Recording and posting of daily cash receipts.
  • Utilize Vertex Sales Tax system, Microsoft Word and Excel.
Candidate Info
29
years in
workforce
5
years
at this job
C
Commercial Credit
14

Credit Specialist

  • Extensive knowledge of credit regulations, procedures and operations
  • Comprehensive knowledge of financial activities
  • Skilled in analyzing, verifying and interpreting financial statements
  • Sound knowledge of mathematical concepts with strong administration and management skills
  • Possess good leadership skills with an ability to work in a fast paced working environment
  • Proficient in major computer applications like Microsoft Word, Excel and PowerPoint and the Internet
Candidate Info
5
years in
workforce
4
months
at this job
HS
High School Diploma
15

Credit Specialist

  • Perform administrative duties to include reporting, data entry, and credit file maintenance.
  • Generate financial ratios, using computer programs, to evaluate customers' financial status.
  • Prepare reports that include the degree of risk involved in extending credit or lending money.
  • Obtain credit records from reporting agencies.
  • Introduce and train new Credit Specialist to the process and databases.
Candidate Info
11
years in
workforce
3
years
at this job
AAS
Applied Sciences
AS
Business Administration
BBA
Bachelor of Business Administration
16

Senior Credit Specialist

  • Collaborate with the compliance department to eliminate procedural errors and margin breaks.
  • Politely assist customers via telephone.
  • Effectively communicate with and support sales and administrative teams on a daily basis.
  • Process credit files with high levels of accuracy.
  • Investigate and resolve customer inquiries and complaints in a timely and empathetic manner.
  • Manage a wide variety of customer service and administrative tasks to resolve customer credit issues quickly and efficiently.
  • Maintain friendly and professional client interactions at all times.
Candidate Info
20
years in
workforce
5
years
at this job
BS
Marketing
17

Credit Specialist

Answer phones, data entry, assist customers with their billing statement

  • Code and search bankruptcies
  • Verify address discrepancies and credit alerts on orders
  • Take customer orders
  • Prepare manuals and assist in training for new hires
  • Assist leads on the floor
  • Member of the Welcome Committee, The Community Project Team, and The Boosters Team
Candidate Info
11
years in
workforce
5
years
at this job
HS
Graduate
18

Credit Specialist

  • Underwrite documents for 6 relationship managers to complete a request
  • Analyze personal and company financial statements for small business loans
  • Run 7 reports on a daily/monthly basis to maintain the company's requirements
Candidate Info
2
years in
workforce
1
year
at this job
BA
Spanish
BBA
Accountancy
19

Credit Specialist

  • Review credit reports to assign or decline credit
  • Identifies cross sell opportunities, prepares credit approval packages, annual reviews, renewals of credit, client credit proposals and coordination of document preparation and closings
  • Comply to fraud regulations to prevent fraudulent activity
  • Assists in the financial analysis, credit underwriting and approval process
Candidate Info
4
years in
workforce
2
years
at this job
BA
Anthropology
Liberal Arts And Science
20

Credit Specialist

  • Responsible for handling calls from new and existing customers regarding a variety of requests.
  • Use knowledge of products or services as well as great customer service skills, to provide support and offer information, as needed, to keep customers satisfied and retain business.
  • Address problems and complaints, suggest solutions and drive positive outcomes as well as posting payments.
  • Lead training and professional development initiatives and offer coaching and instruction, when necessary.
Candidate Info
10
years in
workforce
2
years
at this job
BS
Healthcare Management

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