Responsible for processing customer credit inquiries, approving credit/financing terms, and collecting delinquent accounts.
The Credit Manager oversees the firm’s credit business. They set credit-rating criteria, determine credit ceilings, and monitor the collections of past due accounts.
Reports directly to the Vice President of Finance and Administration. Coordinates activities with Accounting and Sales.
The Credit Manager Job Description is mentioned in the following procedures:
Procedure ID and Name
Policies & Procedures Manual
|G&A109 Release of Confidential Information||Accounting Manuals Template|
|REV102 Point-Of-Sale Orders||Accounting|
|REV103 Customer Credit Approval and Terms||Accounting|
|REV104 Sales Order Acceptance||Accounting|
|REV109 Account Collections||Accounting|
|REV110 Customer Returns||Accounting|
A college degree is required; a major in accounting or business administration is preferred. Good communication skills and the ability to work well with people is essential. Good leadership skills are beneficial. Familiarity with computers and accounting and spreadsheet applications is required.
Ability to communicate orally with customers, management, and other co-workers, both individually and in front of a group is crucial. Regular use of the telephone and e-mail for communication is essential.
Sitting for extended periods is common. Hearing, vision, and speaking within normal ranges is essential for normal conversations, to receive ordinary information and to prepare or inspect documents.
No heavy lifting is expected. Exertion of up to 10 lbs. of force occasionally may be required. Good manual dexterity for the use of common office equipment such as computer terminals, calculator, copiers, and FAX machines.
Good negotiating ability is required. Able to understand and utilize financial reports and legal documents to conduct business.
The job is performed indoors in a traditional office setting. Activities include extended periods of sitting and extensive work at a computer monitor and/or calculator.