Credit Admin Assistant

Credit Application Processing:

• Assist in processing credit applications, verifying the information provided by customers, and conducting credit checks.


• Ensure that all necessary documentation is completed accurately and in a timely manner.


• Prepare and maintain credit files, ensuring proper documentation and records are kept.

Customer Account Management:

• Maintain and update customer credit records, including credit limits, payment histories, and outstanding balances.


• Monitor and follow up on overdue accounts, assisting in the collection of outstanding payments.


• Assist in the resolution of customer queries or disputes related to credit and payment issues.

Documentation and Reporting:

• Prepare reports on credit and collection activities, including outstanding balances, aging reports, and account status updates.


• Ensure all records are accurate, well-organized, and comply with company policies and regulatory requirements.

Communication:

• Communicate with customers regarding credit applications, account statuses, and payment reminders in a polite and professional manner.


• Work closely with other departments, such as finance and sales, to ensure smooth credit processes and assist with account-related matters.

Credit Risk Management:

• Assist in identifying high-risk accounts and making recommendations to management regarding credit limits or necessary actions.


• Ensure compliance with credit policies, guidelines, and regulations to minimize financial risk to the company.

Administrative Support:

• Provide administrative assistance to the credit department, including scheduling meetings, filing, and organizing documents.


• Assist in general office duties, such as managing correspondence and preparing presentations or reports for management.

Ad-hoc Tasks:

• Perform any additional duties as assigned by the credit manager or supervisor to support the overall operations of the department.