Credit & Customer Onboarding Specialist

Worldwide Express; Monterrey; On-site; MXN 180,000 - 300,000; Full time

Job summary

JEAR seeks a Customer Implementation Specialist to manage day-to-day customer service tasks, including collecting financial data for credit reports and ensuring accurate customer setup in JEARnet. You will interact with sales teams and credit references to support credit decisions.

Successful candidates will conduct preliminary credit analyses, maintain customer profiles, and collaborate with leadership to improve procedures and records management.

Qualifications

• High school diploma or GED (or equivalent).
• Clerical knowledge of administrative procedures and managing files and records.
• Proficient English language skills in speaking and writing.
• Strong learning, listening, thinking, and communication abilities.

Responsibilities

• Collaborate with sales teams as an initial contact for new customers and packets.
• Ensure accurate customer setup in JEARnet by confirming details with sales and inputting data.
• Compile credit information and input into the TMS system.
• Obtain creditor information from banks and credit bureaus and share as needed.
• Interview customers to obtain financial data for credit reports.
• Perform preliminary credit analysis and include in customer profile.
• Generate leads for sales teams and forward to Credit Manager.
• Analyze credit reports and communicate findings to Credit Manager.
• Verify customer addresses and packet data against credit reports.
• Perform other duties as assigned by Credit Manager or leadership.

Skills

Active Learning

Active Listening

Critical Thinking

Reading Comprehension

Speaking

Writing

Coordination

Service Orientation

Social Perceptiveness

Time Management

Education

High school diploma or GED

Job description

JEAR seeks a Customer Implementation Specialist to manage day-to-day customer service tasks, including collecting financial data for credit reports and ensuring accurate customer setup in JEARnet. You will interact with sales teams and credit references to support credit decisions.

Successful candidates will conduct preliminary credit analyses, maintain customer profiles, and collaborate with leadership to improve procedures and records management.