Credit Clerk Job Description
Credit clerk
provides expert testimony in court proceedings (explain credit and collection policies and procedures, explain credit and collection portions of the tariff, e.
Credit Clerk Duties & Responsibilities
To write an effective credit clerk job description, begin by listing detailed duties, responsibilities and expectations. We have included credit clerk job description templates that you can modify and use.
Sample responsibilities for this position include:
Permanently enter collected information on approved credit accounts into the computer systems
Process DMV paperwork for non-dealer purchase of vehicle including auto, boats, RV’s
Process financial transactions such as posting payments, transfers, loan adjustments, Collects correct fees when not collected at the time of the loan
Drive the collection efforts of the company
Make outbound contact (phone calls, email, ) with past due accounts
Work closely with sales organization to ensure proper account coverage
Submit AP/AR transaction entry
Oversee cash receipts application
Provide various analyses to support forecasts
Write and maintain reports
Credit Clerk Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Credit Clerk
List any licenses or certifications required by the position: PIV
Education for Credit Clerk
Typically a job would require a certain level of education.
Employers hiring for the credit clerk job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business/Administration, Accounting, Education, Technical, Computer Sciences, Marketing, Accountancy, Finance, Finance/Accounting, General Education
Skills for Credit Clerk
Desired skills for credit clerk include:
Credit and collection procedures
Accounting principles
Credit and collection policies and procedures
Credit risk
General ledger transactions
Computer systems
US GAAP and internal auditing standards and requirements
Excel
US international tax law and regulations
& 10-key experience
Desired experience for credit clerk includes:
Support accounting team
Perform other limited duties as assigned, including projects as needed
Enters data from credit applications and reports into the computerized system
Verifies cashier’s checks/official checks
Answers multiple phone lines
Updates and documents guest information in computerized systems
Credit Clerk Examples
1
Credit Clerk Job Description
Job Description Example
Our company is growing rapidly and is looking for a credit clerk. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for credit clerk
- Files credit applications
- Verifies and processes bank information on credit applications
- Communicates with credit vendors and other properties regarding credit applications
- Processes information and forwards applications to individuals authorized to approve credit
- Processes credit information for arrivals and special group events
- Completes credit reference inquiries for hotel credit
- Processes credit applications following Gaming Control Board regulations
- Communicates with Marketing Executives on necessary credit application information
- Ensure compliance with SOX (Sarbanes-Oxley) regulations internal and external Audit and Departmental requirements
- Complies the marker weekly past due lists and distributes to management
Qualifications for credit clerk
- Very good Latvian (min
- Associates Degree and 2-5 years experience of job-related activity
- Willingness to work in an office in Elkhart, Indiana
- Ability to communicate effectively with customers, outside contacts, and all levels of employees in person on the telephone
- Ability to review written credit information, credit information generated on computer
- Proficiency working in multiple systems simultaneously
2
Credit Clerk Job Description
Job Description Example
Our growing company is looking to fill the role of credit clerk. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for credit clerk
- Build relationships and Interact and with customers to resolve outstanding issues
- Prepare and maintain AR information, credit memos, and payments
- Maintain up to date aging reports
- Identify and execute the necessary processes adjustments to identify areas of improvement
- Work with closing processes to ensure deadlines are met
- Enters deposit information into accounting system timely and reconciles entries to bank account
- Bank Statements- Credit Card deposits and cash deposits
- Apply chargebacks
- May include other miscellaneous general reporting needs
- Provide resolution to customer payment discrepancies
Qualifications for credit clerk
- Very good Lithuanian (min
- Ability to use standard desktop load applications such as Microsoft Office, intranet and internet functions
- Applicant must successfully pass training and meet all performance expectations
- Possesses and applies the technical skill necessary to perform the job and understands the function
- Previous credit experience is required
- Associates or Bachelor's Degree in a business related major or prior credit experience required
3
Credit Clerk Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of credit clerk. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for credit clerk
- Process charge backs and follow through of payment
- Apply and adhere to Lean Enterprise concepts
- Participate in metric board update
- Initiate customer contact for ship debit automation
- Participate in cycle time reduction of credits
- Process special debit and credit agreements such as LED’s, Co-Op’s, Fastenal Par pricing, Ship and Debits, and POP
- Provide support with report generation and reconciliation
- Take action to clear blocked billing report and billings due report
- Provide month end summary for accounting
- Provide projected credit generation and summary of credits by reason at month end
Qualifications for credit clerk
- Assist A/R with aging of customer accounts
- Get Paid Collections
- Operates fork lift or pallet jack machine to move product within warehouse
- Picks hand bills and selects product to ensure product delivery to customers
- Determines the condition of GFS product to salvage product as appropriate
- Processes returns from the loop in a timely manner
4
Credit Clerk Job Description
Job Description Example
Our company is looking to fill the role of credit clerk. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for credit clerk
- Review employee expense reimbursements and per diem expenses
- Responsible for developing and maintaining strong working relationships with the locations served
- Conduct monthly training for expense reimbursements, per diem and new concur users
- Recognize and escalate urgent/sensitive issues to management
- Ensure that expenses have correct GL coding and are properly approved
- Work to resolve employee issues until full resolution and follow up by committed time to employee
- Work with operations and to ensure appropriate credit terms are set up to maximize the company’s cash flow
- Perform reconciliation of WEX and Capital One Statements as part of monthly close
- Escalate customer complaints that cannot be turned around to the appropriate department or supervisor
- Adhere to assigned schedule for the start of shift, breaks, lunches
Qualifications for credit clerk
- Processes all RTV requests by Inventory Control and ensures that all product pallets meet quality assurance guidelines
- Performs inventory adjustments as they occur
- Other duties and responsabilities as assigned
- Successfully pass our Hair Drug Test and Background Check requirements (criminal background check, yes – we do not check your credit score)
- Required mobility, bending and lifting/moving up to 50 pounds
- Provide superior customer service by phone or in person
5
Credit Clerk Job Description
Job Description Example
Our company is hiring for a credit clerk. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for credit clerk
- Maintain billing reports/logs updated in Excel on an on-going basis for all the invoices submitted monthly through all programs
- Ad hoc reporting, including exporting reports to Excel for review and analysis
- Understand and answer questions regarding Explanation of Benefits (EOB)
- Maintain work view at inflow to ensure prompt account resolution to increase cash collections and or reduce Self Pay credit balance accounts
- Meet standard of 95% or higher of productivity goal and maintain an average quality score of 2.80 or above
- Ability to be flexible with working hours given adequate notice
- Perform the daily operations of the Credit Department and safeguard all company assets
- Activate credit lines once established
- Assist credit operations in the gathering of financial data/consumer reports in the consideration of casino credit to help minimize financial losses to the company
- Ensure the Credit department is in full compliance with all required completed forms, internal system checks and inquires which satisfy an audit trail, for the initial issuance/extension of credit limits or TTO's
Qualifications for credit clerk
- Experience using SAP and/or AS400
- Very good Estonian (min
- Must be able to maintain confidential information at all times
- Up to one year related credit card experience and/or training
- Bachelor's Degree- Business Administration, Finance, or related discipline
- 1+ years’ related invoicing experience and/or training in the Oil and Gas industry