Credit Representative

Licenses
and Certifications

Licenses/Certifications

Licenses/Certification
Details

Time
Frame

Required/

Preferred

PHYSICAL
DEMANDS/WORKING CONDITIONS

Physical Demands Category:

Office and Administrative Support

Matheson Tri-Gas

United States, Texas, Irving

Jan 12, 2025

JOB
SUMMARY

JOB
FUNCTIONS

Essential Functions
Essential Function
Perform analysis of Dun & Bradstreet credit report profiles to analyst payment trends and overall business viability
Prepare and present complete credit packages for management
Ensure accurate customer account records by updating customers file with limit changes, terms and all related collection fields
Complete annual account reviews and limit increases/decreases
Monitor changes in financial reporting from Dun & Bradstreet
Build and maintain spreadsheets and dashboard for credit approval tracking and other projects
Responsible to review and release holds due to credit limits and overdue amounts
Identify and communicate root cause for delinquency
Complete weekly reporting for holds and releases to Manager
Light collections to resolve credit releases
Answer customer and field questions regarding account status
Responsible for inactive customer base documentation and escalation for outside collections
Communicate professionally and effectively
Data entry
Maintain active follow up on files/pipeline

Additional Responsibilities

Required for All Jobs
*	Performs other duties as assigned
*	Complies with all policies and standards

QUALIFICATIONS

Education
Education Level	Education Details	Req/ Pref

Work Experience
Experience	Experience Details	Required/ Preferred

Knowledge, Skills and Abilities
KSAs
Ability to review credit applications and complete credit investigations to grant credit and establish limits based on thresholds
Ability to navigate and use multiple databases

Physical Demands
A thorough completion of this section is needed for compliance with legal standards such as the Americans with Disabilities Act. The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Physical Demand	N/A	Rarely	Occasionally	Frequently	Constantly	Weight
Stationary Position			X
Move/Traverse			X
Stationary Position/Seated					X
Transport/Lifting		X
Transport/Carrying		X
Exerting Force/Pushing		X
Exerting Force/Pulling		X
Ascend/Descend		X
Balancing		X
Position Self/Stooping		X
Position Self/Kneeling		X
Position Self/Crouching		X
Position Self/Crawling		X
Reaching		X
Handling			X
Grasping			X
Feeling		X
Communicate/Talking					X
Communicate/Hearing					X
Repetitive Motions				X
Coordination				X

Physical and Environmental Requirements

Mental Demands
Working Condition	N/A	Rarely	Occasionally	Frequently	Constantly
Comprehension: The person in this position must be able to understand direction and adhere to established procedures				X
Organization: The person in this role must be able to gather and classify information			X
Reasoning and Decision Making: The person in this role must use logic to make decisions quickly and effectively.				X
Communication: The person in this position must be able to express and exchange ideas and meaning with colleagues					X
Resilience: The person in this position needs to adapt well in the face of workplace stressors such as customer service complaints and juggling competing priorities				X

Matheson is an Equal Opportunity Employer that
complies with the laws and regulations set forth under EEOC.. All qualified applicants will receive
consideration for employment without regard to race, color, religion, sex,
sexual orientation, gender identity, national origin, disability or protected
veteran status. EOE AA
M/F/VET/Disability