Credit Operations & Data Coordinator

Ben-E.-Keith

Fort Worth (TX)

On-site

USD 55,000 - 72,000

Full time

5 days ago
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Job summary

Ben E. Keith in Fort Worth, TX, seeks a Credit Support Coordinator to assist the division and national account credit teams with credit analysis, customer master data management, and sales tax duties. The role requires discretion and independent judgment.

You will maintain customer records, process new accounts, verify taxability, support credit applications, collect certificates, generate reports, and help with policy administration while upholding confidentiality and after-hours work as needed.

Qualifications

  • Experience implementing dynamic processes to support multiple business segments.
  • Demonstrated adaptability and ability to pivot from one function to another.
  • Innate ability to process complex information and data.
  • Knowledge of business and leadership principles involved in strategic planning, resource allocation, management technique and coordination of people and resources.
  • Experience prioritizing multiple projects with quality outcomes.
  • Effective verbal and written communication skills.

Responsibilities

  • Coordinate maintenance of customer master data and governance adherence.
  • Process setup of customer accounts and create customer files with taxability data.
  • Maintain consistent, complete customer credit files.
  • Support expediting credit applications and verify credit information.
  • Monitor sales tax certificate database and assist with certificate collection.
  • Update customer records to support credit teams.
  • Provide additional administrative support and vacation coverage.
  • Maintain relationships with the credit teams and distribute invoices and statements.
  • Research short payments and assist with invoice resolution.
  • Analyze returned payments and perform root cause analysis.
  • Assist in vendor information packets and uphold confidentiality.
  • Generate ad-hoc reports and participate in special projects.

Skills

Interpersonal skills
Verbal communication
Written communication
Problem solving
Time management
Attention to detail
Adaptability

Education

Bachelor's degree

Tools

Word
Excel
Outlook
PowerPoint

Job description

Ben E. Keith in Fort Worth, TX, seeks a Credit Support Coordinator to assist the division and national account credit teams with credit analysis, customer master data management, and sales tax duties. The role requires discretion and independent judgment.

You will maintain customer records, process new accounts, verify taxability, support credit applications, collect certificates, generate reports, and help with policy administration while upholding confidentiality and after-hours work as needed.

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