Credit Operations Administrator

srsdistribution; United States; Hybrid; USD 42,000 - 66,000; Full time

Job summary

srsdistribution is seeking a Credit Operations Administrator to manage the credit process and AR workflow for B2B clients in a fast-paced team setting. You will handle data entry, filing credit applications, and deliver detailed portfolio reports while ensuring policy compliance.

The role requires strong interpersonal and communication skills, proficiency with Word/Excel, and the ability to prioritize tasks, meet deadlines, and collaborate with local and remote teams.

Qualifications

• High school diploma or equivalent required.
• 1–3 years of business experience or equivalent education.
• Experience using accounting, inventory, or related software.
• Experience in process improvement and report generation.

Responsibilities

• Facilitate effective communication with customers and managers to ensure seamless management of the credit process and accounts receivable workflow within a dynamic B2B environment.
• Accurately perform data entry tasks, including the typing of waivers, to support the efficient processing and maintenance of credit applications.
• Execute the filing and management of credit applications, ensuring complete and accurate documentation in compliance with company policies.
• Oversee accounts receivable responsibilities, demonstrating proficiency in accounting software to streamline workflow and optimize financial performance.
• Contribute to process improvement projects by providing insights and participating in initiatives aimed at enhancing operational efficiency and effectiveness.
• Generate and deliver detailed reports on assigned portfolios to credit management, providing actionable insights to support strategic decision-making.
• Ensure adherence to company policies and credit management protocols, maintaining high standards of compliance and operational excellence.
• Collaborate effectively with both local and remote teams, utilizing strong communication skills and familiarity with Microsoft Word and Excel to achieve collective goals.

Skills

Interpersonal skills

Communication skills

Task prioritization

Team collaboration

Deadline management

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Accounting software

Job description

Position Purpose

The Credit Operations Administrator at the Company is tasked with effectively managing the credit process and accounts receivable workflow for business customers in a dynamic B2B environment. This role encompasses data entry, filing credit applications, and delivering detailed portfolio reports while ensuring strict compliance with company policies. Candidates should demonstrate strong interpersonal skills, proficiency in relevant software, and the ability to thrive in a fast-paced team setting, with a proven capacity to prioritize tasks and meet deadlines effectively.

Key Responsibilities

• Facilitate effective communication with customers and managers to ensure seamless management of the credit process and accounts receivable workflow within a dynamic B2B environment.
• Accurately perform data entry tasks, including the typing of waivers, to support the efficient processing and maintenance of credit applications.
• Execute the filing and management of credit applications, ensuring complete and accurate documentation in compliance with company policies.
• Oversee accounts receivable responsibilities, demonstrating proficiency in accounting software to streamline workflow and optimize financial performance.
• Contribute to process improvement projects by providing insights and participating in initiatives aimed at enhancing operational efficiency and effectiveness.
• Generate and deliver detailed reports on assigned portfolios to credit management, providing actionable insights to support strategic decision-making.
• Ensure adherence to company policies and credit management protocols, maintaining high standards of compliance and operational excellence.
• Collaborate effectively with both local and remote teams, utilizing strong communication skills and familiarity with Microsoft Word and Excel to achieve collective goals.

Direct Manager Direct Reports

Direct Manager: The Credit Support Administrator within the Company reports directly to the Credit Manager.

Direct Reports: This role does not include any direct reports. The Credit Support Administrator functions as an integral part of the credit management team and collaborates closely with both customers and internal managers to facilitate credit processes and manage accounts receivable workflows. In alignment with company objectives, the individual in this position will contribute to process improvement initiatives and provide comprehensive portfolio reports as requested by credit management.

Travel Requirements

The Credit Support Administrator in the Company is not required to undertake regular travel; however, occasional travel may be necessary to participate in off-site meetings, training sessions, or process improvement projects as directed by credit management.

Physical Requirements

The Credit Support Administrator position at the Company primarily operates within a standard office environment, requiring the use of typical office equipment including computers, telephones, and printers. The role necessitates prolonged periods of sitting and substantial focus on computer-based tasks, including data entry and document preparation. Candidates should possess the ability to engage in verbal and written communication effectively.

Occasionally, movement within the office may be required to access files or meet with team members and clients. The ability to lift and carry items weighing up to 10 pounds, such as files or office supplies, may be necessary.

The Company is committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of this role effectively. Applicants who may require accommodations during the application process or during employment are encouraged to communicate their needs.

Working Conditions

The Credit Support Administrator at the Company operates within a dynamic and collaborative environment that emphasizes both remote and office-based settings, offering a hybrid work model to accommodate diverse professional needs. This role is embedded in a fast-paced, deadline-driven context requiring precision and efficient time management to support essential functions such as managing the credit process and overseeing accounts receivable workflows. The successful candidate will navigate a high-energy atmosphere where multitasking and proactive problem-solving are integral to meeting the stringent compliance and reporting standards set by the company.

The role demands seamless coordination and communication across local and remote teams, ensuring that all tasks and projects are completed with accuracy and timeliness to sustain the company's reputation for excellence and reliability in a B2B setting.

Minimum Qualifications

• High school diploma or equivalent required.
• 1-3 years of business experience or equivalent education
• Demonstrated experience utilizing accounting, inventory, or related software effectively.
• Prior experience in process improvement projects and report generation