Job Title

Clerk

Job Description

Clerk
General Responsibilities:
The Credit Investigator plays a major role in the processing of credit applications by ensuring applications are complete and contacting bank and trade references to obtain credit information that will be used to help evaluate the credit worthiness of an applicant. They are expected to work in a fast pace environment and process applications in a timely manner to meet turn around deadlines.
The ideal candidate must have excellent communication skills; not only contacting bank and trade references, but may have to contact the customer and branches to obtain additional information or very information on Credit Application.

Key-result areas
(Major Accountabilities)

(What is done and for what purpose)


Enter Bank/Trade References- Enter bank and trade information into eFinance for each application to initiate the credit qualification process. Document detailed notes regarding results of investigation.
Validate Bank/Trade References- Validate trade and bank phones are landlines registered to the company to identify suspicious or fraudulent trades
Fax/Phone Reference - Contact trades and banks provided on Credit Application via phone and/or fax to request credit history. Document responses and route information in eFinance to Supervisor for review.
Follow-up Credit Applications -Contact branch and customer as needed for additional information and/or confirm valid information provided on application.
Branch Hotline- Answer branch hot line to assist branch personal regarding application status in a prompt and professional manner.
Mandatory Requirements:
HOURS MONDAY- FRIDAY 9:15am-6:00pm
Ten Key by touch (7,000 ksph- test required)
Typing test (35wpm) test required
Must be able to multi-task
Knowledge of Microsoft Word and Excel
Excellent organizing and planning
Preferred Requirements :
Educational Background:
High School Diploma and/or equivalent.

Professional Experience:
Previous credit experience, preferred.

Desired Skills and Expertise

High School or equivalent

Industry

Clerical/Administrative

Experience

< 2 years

Job Type

Full Time

Salary / package

Not Specified