Credit Assistant Resume Samples

Credit assistants are accountable for executing credit checks, requests and reviews in an organization. They provide support to the credit analysts, credit managers and credit department and execute the following roles and responsibilities – processing credit applications, collecting past due payments, establishing credit lines, setting credit limits, resolving customer issues pertaining to their account, recording customer data in electronic database, answering and routing credit inquiries; verifying credit reference information, gathering financial histories and reports for credit analysts.

Credit assistants should possess strong problem solving and multi-tasking skill, as these assistants interact with customers on daily basis, they are expected to demonstrate a high level of telephone etiquette and be capable enough to handle any type of personality. On the technical side, they have to be knowledgeable of various computer applications mainly MS Office. A Well-crafted Credit Assistant Resume makes a display of a high school diploma with experience in credit and collection services.

 

Credit Assistant Resume example

Credit Assistant Resume

Headline : Work with experienced engineers, research, plan, design and develop mechanical and structural components, assemblies and systems for instruments, payloads, engines, and mechanical, structural and thermal systems.

Skills : Microsoft Office, Excel, Communication Skills, SAP Computer System.

Description :

    1. Responsible for running a daily computer program to release eligible liquor orders to the warehouse for overnight truck loading.
    2. Researched returns for credits, correct posting errors, assisting sales reps with problem accounts, NSF checks, inventory data entry.
    3. Reduced outstanding accounts receivable balance by $100,000.00 in the first year at the position.
    4. Audited, balanced and corrected all chain accounts and largest volume sales accounts.
    5. Created training flashcards for new hires.
    6. Maintained and nurtured working relationships with accounting personnel at customer accounts.
    7. Review new and existing customer accounts and determine credit limits and terms Functioned as assistant Credit Manager Assist with month-end close.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Engineering


Sr. Credit Assistant Resume

Summary : Organized, positive, hard working professional who takes pride in solving difficult problems, working under pressure and multitasking. Focused on building and maintaining customer relationships with a resultant high level of customer satisfaction.

Skills : SAP, Quickbooks, Peachtree Accounting, Excel, Word, 10-Key.

Description :

    1. Coordinated with sales coordinators for verification on credit applications, finance requests to meet loan processing requirements for submission to lenders.
    2. Researched regional and national economic indicators related to the corporation and provided quarterly statistical analysis.
    3. Proactively redesigned and developed a Key Performance Indicator (KPI) Dashboard report provided quantative analysis of industry and competitor trends to measure actual and budget/goal variance for nine branch operation; KPI report became a benchmark.
    4. Created comparative graphs from data gathered on market trend analysis and competitor analysis to assist branches in developing performance improvements.
    5. Initiated a financial analysis trend report of 10-year sales growth and gross margin adjusted inflation, for graphical model analysis for Vice President review to identify trends.
    6. Monitored, and ordered inventory through SAP maintaining appropriate inventory levels.
    7. Verified, GL codes and approved invoices for accounts payable prior to payment.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS In Economics


Credit Assistant III Resume

Headline : To become part of an enterprising organization in the capacity of a credit and collections department, To enhance and share knowledge of credit principles and processes, Proven track record of interacting effectively with teams of people working closely together over extended time periods with great communication and interpersonal skills.

Skills : Accounts Receivable, Collections, Accounts Payable.

Description :

    1. Prepare reports that include the degree of risk involved in extending credit.
    2. Evaluate customer records and recommend payment plans based on earnings, savings data, payment history, and purchase activity.
    3. Confer with credit association and other business representatives to exchange credit information.
    4. Complete loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval.
    5. Generate financial ratios, using computer programs, to evaluate customers' financial status.
    6. Review individual or commercial customer files to identify and select delinquent accounts for collection.
    7. Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.
    8. Consult with customers to resolve complaints and verify financial and credit transactions.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business

Credit Assistant II Resume

Summary : To obtain a position with a well-established company that has positive room for growth; where can effectively use personal skills and accept challenges to gain experience in any setting. Eager to join a dynamic team that rewards initiative and high quality service.

Skills : Certified in Word ,Power Point ,Outlook, Food Safety Certification.

Description :

    1. Implement credit process standardization for special company division Identified opportunity to increase sales tax compliance.
    2. Designed and implemented new procedures to rectify deficiencies, and became company liaison for all sales tax related questions and issues.
    3. Improved methods of posting, recording, tracking and balancing cash receipts, which resulted in reduction in human error and task time.
    4. Investigate and verify construction project information.
    5. Place collection calls on past due accounts receivable balances while maintaining positive customer relationships.
    6. Research and analyze new and existing customer financial data to make recommendations to management; communicate and enforce credit policies.
    7. Prepare and execute legal documents; pursue and collect on past due accounts via small claims court Enter debit memos and credit memos to general ledger.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
B.S. In Management

Credit Assistant I Resume

Summary : Energetic professional with broad-based experience in office duties, accounts receivable, and customer service across multidisciplinary industries. Very organized, works well as a team as well as independently.

Skills : Microsoft Office, Microsoft Excel, Microsoft Outlook.

Description :

    1. Responsible for accounts receivable and credit assisting for a commercial tire company.
    2. Daily entry of cash, check, and credit card payments on 32 stores.
    3. Reconciling accounts and creating spreadsheets for management or customer review.
    4. Posted payments into accounting software Prepared and deposited daily payments Contacted clients for payment of past due invoices Researched credit references.
    5. Manage over 280 individual commercial accounts.
    6. Review customer orders that go on hold due to being over their credit limit and/or having past due invoices.
    7. Actively persue customers who have past due invoices on their account.
    8. Issue credit memo's when necessary due to returns, receiving damaged goods or customer accommodations.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Credit Assistant/Associate Resume

Summary : Accounts Receivable Specialist with over 10 years experience in the Bio-Medical, Distribution, Manufacturing, and Service Industries.

Skills : Telecommunication skills, Microsoft office experience, Data entry.

Description :

    1. Preform activities to quickly and efficiently provide new and existing customers with the appropriate credit and credit terms while systematically collecting customer payments in a timely manner.
    2. Evaluate customer applications and determine credit limits.
    3. Reviewing/ approving incoming credit application to setup the new account containing confidential information.
    4. Performs periodic credit reviews for existing customers.
    5. Reviews and evaluates blocked customer orders; releases blocked orders.
    6. Works closely with sales staff and other departments to resolve customer credit issues.
    7. Monitors customer credit thresholds and communicates with Marketing Associates.
    8. Documents customer interactions and updates account notes.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
A.A. In Accounting

Credit Assistant/Analyst Resume

Summary : Accomplished and dynamic professional Credit Manager equipped with a broad knowledge of concepts and strategies seeks position to utilize exceptional skills with Information Technology systems to analyze and streamline business operations, meet regulatory requirements and improve company bottom line profits.

Skills : Microsoft Office Suite, 4-1 Where, Trilogie.

Description :

    1. Collected Accounts Receivable for reducing the DSO from 51 to 38 days achieving a $13 mil AR and a 2% bad debt.
    2. Collected Accounts Receivable for AZ and NM territories reducing the DSO from 62 to 58 achieving a $3 mil AR and a 3.99% bad debt.
    3. Proactively contacted customers for prompt collection and resolution of aged receivables by regularly analyzing customer data.
    4. Resolved customer disputes and/or claims acting as liaison between customers and branches.
    5. Resolved customer inquiries promptly & accurately by understanding customer market & needs.
    6. Established and maintained appropriate credit lines for new and existing customers.
    7. Successfully met all AR budgetary guidelines and goals for branch.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Finance

Credit Assistant/Executive Resume

Summary : Credit Assistants provide support services to the credit manager, credit analysts and other members of the credit department.

Skills : SAP software, Microsoft Office.

Description :

    1. Managed the quality of approximately $200 million in commercial receivables.
    2. Developed and implemented annual audit procedures to ensure quality receivables.
    3. Actively researched credit and lien laws to secure receivable and minimize risk.
    4. Filed preliminary liens and liens when needed.
    5. Developed and enforced payment plans with delinquent accounts while maintaining customer relationship.
    6. Planned and initiated an internal claims process to help offset delinquency.
    7. Attended and participated in quarterly industry specific credit meetings.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Computer Programming

Credit Assistant/Representative Resume

Summary : Passionate about going above and beyond to provide excellent customer service. Effectively manage multiple tasks at once. Communicate with a broad array of departments and individuals in order to meet organization's goals. Utilize latest technology to accomplish job-related tasks.

Skills : Microsoft Excel, Microsoft 2000, Telepose 1 and 2,Axyis, Ccnet, Solutions.

Description :

    1. Serviced mortgage customers by paying all taxes and insurance through the customer's escrow account.
    2. Evaluated bank's delinquent accounts and presented the data to management in a way that made it possible to take action.
    3. Paid customers taxes and insurance before the due date.
    4. Communicated with delinquent customers to get payment in order for taxes and insurance to be paid on time.
    5. Cleaned foreclosed house with other bank employees to enhance appearance before listing for sale.
    6. Compiled list of delinquent loan customers for management to review.
    7. Prioritized list so management could focus on largest accounts first.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Economics

Credit Assistant/Manager Resume

Summary : Committed and motivated employee with exceptional customer-relation and decision-making skills. Strong work ethic, professional demeanor, and initiative. Energetic, organized self-starter.

Skills : Credit Advisor, Credit Manager.

Description :

    1. Collaborate with the District Credit Manager to ensure smooth workflow and organization.
    2. Researched, analyzed, and resolved account problems.
    3. Updated Credit Manager through spreadsheets on accounts that are inactive, over limit or past due.
    4. Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations, and resolving problems to maximize efficiency.
    5. Reviewed and updated customer correspondence and files.
    6. Excellent telephone, multi-tasking, and problem solving skills.
    7. Processed customer payments through the CHAX system.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Finance

Credit Assistant Resume

Summary : Seeking position as a credit collections representative or entry-level administrative position with a fast growing company where professional experience and education will be utilized to make an immediate contribution to the company.

Skills : Credit Associate, Credit Coordinator.

Description :

    1. Managed over 500 national, as well as, corporate accounts.
    2. Daily collection of past due and over credit limit monies.
    3. Handle all customer credit claims and reimbursements.
    4. Setup, review, and research new and current customer files to determine the credit line and/or limit increase.
    5. Place accounts on payment plans or credit hold.
    6. Work with all corresponding departments to ensure complete customer satisfaction.
    7. Collected the majority of overdue monies, well over 1 million dollars, from the accounts I acquired that were previously handled by another employee.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
High School