Related skills
crm credit analysis collections credit risk bank references๐ Description
- Assess credit worthiness of existing customers and prospective clients.
- Review and approve requests for payment terms.
- Examine financial transactions and credit history on a case-by-case basis.
- Obtain documentation (credit reports, bank and trade references) as needed.
- Maintain follow-up communication with Sales for updates on credit approval.
- Document all account activity in the CRM system.
๐ฏ Requirements
- Bachelor's degree in commerce or related field required.
- At least 1 year in credit analysis with corporate/B2B clients.
- Strong analytical and problem-solving skills; assess financials & credit risk.
- Good verbal and written communication skills.
- Ability to meet deadlines, work independently, and contribute to a team.
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