Credit and Master Data Specialist

Gea Group; Muntinlupa; Remote; PHP 600,000 - 1,000,000; Full time

Job summary

Gea Group in the Philippines is seeking a skilled professional to review, analyze, monitor, and endorse activities related to Credit Management and Customer Master Data. You will provide recommendations and supporting documentation to AR Leadership Management for risk assessment and decision-making.

The role covers credit reports, payment histories, data validation, and collaboration with Sales and Account Management to maintain data integrity and ensure policy compliance.

Qualifications

• Minimum 5 to 7 years of work experience in business-to-business collections, order entry, customer service, accounts payable, cash applications, or accounts receivable, preferably in a BPO or shared services industry.
• Proficiency with English and effective communicator and all levels, both verbally and written.
• Experience in a business environment, preferably in Accounting (Accounts Receivable), Finance, or Audit capacity.
• Ability to work with diverse teams and interact with different areas.
• Proactive, committed team player and can motivate other team members.
• Experience with ERP software and Microsoft Office Suite skills (Word, Excel, PowerPoint).
• Knowledge of basic finance operational cycles, preferably gained through hands-on experience.
• Proficient in Microsoft Office applications
• Strong data analysis experience, demonstrating the ability to understand business needs, obtain & validate data, interpret results, root cause anomalies and generate meaningful results.
• Ability to interact effectively with colleagues, senior level management and outside advisors
• Resilient in a fast-paced, changing environment.
• Solid time management skills and demonstrated ability to balance multiple tasks
• Must be able to work independently
• Open vacancy is on US Eastern Time work shift (8AM-5PM EST)

Responsibilities

• Review, analysis, monitoring, and endorsement of activities related to Credit Management and Customer Master Data.
• Provide recommendations and supporting documentation to AR Leadership Management.
• Endorse credit-related requests including credit limit adjustments, payment term changes, and account blocking or unblocking.
• Monitor credit exposure, delinquent accounts, and credit limit exceedances and recommend risk mitigation actions.
• Validate new customer account requests and assess customer master data changes for approval and processing.
• Collaborate with Sales, Account Management, and other stakeholders to ensure data accuracy and policy compliance.
• Perform periodic data cleansing to maintain data integrity.

Skills

Credit management

Data analysis

Communication

ERP software

Microsoft Office

Independent working

Time management

Education

Bachelor's degree in Accounting

Tools

ERP software

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Responsibilities / Tasks

This role is responsible for the review, analysis, monitoring, and endorsement of activities related to Credit Management and Customer Master Data. The position provides recommendations and supporting documentation to AR Leadership Management:

Specific Activities covered are as follow:

Credit Management

• Conduct comprehensive reviews of credit reports, payment histories, financial statements, and supporting documentation to assess customer creditworthiness and overall risk exposure.
• Evaluate credit limit and payment term requests and provide supported recommendations based on established credit policies and risk assessment criteria.
• Endorse credit-related requests, including credit limit adjustments, payment term changes, and account blocking or unblocking, to AR Leadership Management for final approval.
• Monitor customer credit exposure, delinquent accounts, and credit limit exceedances, and recommend appropriate risk mitigation actions.
• Maintain accurate credit records and ensure timely communication of customer default, bankruptcy, legal, or collection matters to relevant stakeholders.

Customer Master Data

• Review and validate new customer account requests and supporting documentation to ensure compliance with company policies and data governance standards.
• Assess customer master data change requests and provide recommendations regarding account creation, modification, activation, or deactivation.
• Endorse customer master data requests to AR Leadership Management for final approval and processing.
• Perform periodic reviews and data cleansing activities to identify duplicate, inactive, or incomplete customer records and maintain data integrity.
• Collaborate with Sales, Account Management, and other business stakeholders to support customer data accuracy, policy compliance, and continuous process improvement

Your Profile / Qualifications

• Minimum 5 to 7 years of work experience in business-to-business collections, order entry, customer service, accounts payable, cash applications, or accounts receivable, preferably in a BPO or shared services industry.
• Proficiency with English and effective communicator and all levels, both verbally and written.
• Experience in a business environment, preferably in Accounting (Accounts Receivable), Finance, or Audit capacity
• Ability to work with diverse teams and interact with different areas
• Proactive, committed team player and can motivate other team members
• Experience with ERP software and Microsoft Office Suite skills (Word, Excel, PowerPoint)
• Knowledge of basic finance operational cycles, preferably gained through hands-on experience.
• Proficient in Microsoft Office applications
• Strong data analysis experience, demonstrating the ability to understand business needs, obtain & validate data, interpret results, root cause anomalies and generate meaningful results
• Ability to interact effectively with colleagues, senior level management and outside advisors
• Resilient in a fast-paced, changing environment.
• Solid time management skills and demonstrated ability to balance multiple tasks
• Must be able to work independently
• Open vacancy is on US Eastern Time work shift (8AM-5PM EST)

At GEA, we design work to promote sustainable performance, balancing business outcomes with employee wellbeing through clear expectations, collaboration, development opportunities and healthy ways of working.

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