Job Openings

Credit Specialist

Job ID: BH474147

Category: Credit Analyst

Specialty: Accounting & Finance

Client Job Title: Credit Specialist

Contract Duration: 6+ months, contract to hire

Job Location: Hybrid, Onsite — Wildwood Parkway, Atlanta Georgia 30339 (2-3 days/ week in office)

Hours: 40 (exempt)

Must Haves:

  • 3+ years’ experience with B2B credit designations

Preferred:

  • Associates degree or higher preferred
  • Oracle AR
  • 9ci, Salesforce, CCAAS, Experian, Fintech, Icontol, Banking software
  • NACM Certification

Job Summary/Description:

The Credit Specialist will use company-defined standards and associated financial data to prepare credit approval packages for new customers and support needs of existing customers. They will interface with other internal team members and customers as needed to create new accounts and to maintain customer information.

Essential Duties and Responsibilities include the following. Other duties may be assigned:

  • Analyze and segment customers based on pre-determined standards including customer type and other data to assess risk and grant appropriate terms, credit limits
  • Create new accounts (e.g., secure new account documentation, secure signed T&Cs, input into system)
  • Collaborate with customers to create legal documentation (payment plans, other agreements that need to be executed)
  • Maintain customer status/information (e.g., contact information, credit limit, terms, third party setups, IT setups [EDI])
  • Manage disposition of complex payment plans
  • Tag escrow (customer deposit) accounts
  • Build and utilize financial models to create risk-based attribute approach to define reserves and gauge bad debt reserves
  • Lead a cross functional search for next steps/brief answers to driver, KAR, customer, and sales team calls/questions/web inquiries (e.g., terms, pricing, credits available)
  • Provide subject matter expertise while collaborating with other internal team members (e.g., Research Specialist) to identify, address, and resolve items from potentially disparate pieces of the company’s financial interests

#professional

The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Temp/Contract

Location: Atlanta, Georgia