Customer Financial Services New Account Coordinator

Job Description

Position Description:

• Establish new customer accounts and maintain existing customer accounts in multiple operating systems leveraging information received from field sales, pricing, contract/legal team, and customers.
• Generate credit reports, analyze score ratings and provide recommendation to the Customer Financial Services Manager/ Director to establish appropriate credit limits and to evaluate risk.
• Credit Reviews of total exposure for all existing and established customer set-ups.
• Suspend/Terminate accounts when requested and reassign credit limits, reassigned to collection agency as directed.
• Participate in routine team duties including but not limited to Double Check audit reviews to ensure accuracy and completeness and generating department activity reports.
• Research/troubleshoot any change requests received for modification, validation, and/or creation in system(s), including change of ownership, mergers/acquisitions, regional sales realignments.
• Work with Master Data Management system and team to ensure alignment of Global ID’s and Global site ID’s initiative across all customer accounts.
• Regular and frequent interactions with all Field Sales management personnel, as well as leaders from Sales Operations, Customer Care, Pricing, Legal, and Finance.

ESSENTIAL QUALIFICATIONS AND SKILLS:

• High School diploma or GED.
• 2 years credit, call center, or analytical role experience.
• Intermediate proficiency with Microsoft Office Suite.
• Demonstrated successful ability to build positive partnerships and work collaboratively with cross-functional business teams.
• Demonstrated successful ability to prioritize and multi-task various and conflicting responsibilities.
• Excellent problem solving, critical thinking and decision making skills.
• Excellent verbal and written communication skills with the ability to interact with internal and external customers.
• Demonstrated successful ability to input data with a high accuracy rating, and strong attention to detail.

PREFERRED QUALIFICATIONS AND SKILLS:

• Associate’s degree in finance, accounting, or related field.
• Prior experience entering customer data into system(s).
• Prior Credit evaluation experience.
• Prior Unidata, Decade, Frontier, and/or Oracle software experience.

ShiftFull or Part TimeFull time

Cabinetworks Group (the “Company”) is an equal opportunity employer and we want to have the best available persons in every job. The Company makes employment decisions only based on merit. It is the Company’s policy to prohibit discrimination in any employment opportunity (including but not limited to recruitment, employment, promotion, salary increases, benefits, termination and all other terms and conditions of employment) based on race, color, sex, sexual orientation, gender, gender identity, gender expression, genetic information, pregnancy, religious creed, national origin, ancestry, age, physical/mental disability, medical condition, marital/domestic partner status, military and veteran status, height, weight or any other such characteristic protected by federal, state or local law. The Company is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company regardless of where the employee is located and prohibits unlawful discrimination by any employee of the Company.

Cabinetworks Group is an E-Verify employer. E-Verify is an Internet based system operated by the Department of Homeland Security (DHS) in partnership with the Social Security Administration (SSA) that allows participating employers to electronically verify the employment eligibility of their newly hired employees in the United States. Please click on the following links for more information.

E-Verify Participation Poster: English & Spanish

E-verify Right to Work Poster: English, Spanish