Credit Manager Job Description | JD0220

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Credit Manager Job Description Template Word


The Credit Manager Job Description Template Word is a comprehensive document that outlines the responsibilities and requirements of a credit manager. This template is designed to help businesses create a job description that attracts qualified candidates and ensures that the credit manager is able to effectively manage the company’s credit operations.

The template includes a detailed job summary that outlines the primary responsibilities of the credit manager, including managing the credit department, analyzing credit data, and developing credit policies and procedures. It also includes a list of required qualifications, such as a bachelor’s degree in finance or accounting, and experience in credit management.

The Credit Manager Job Description Template Word is easy to customize to meet the specific needs of your business. You can add or remove responsibilities and qualifications as needed, and you can also include information about your company’s culture and values to help attract candidates who are a good fit for your organization.

Using this template can help you save time and ensure that your job description is comprehensive and effective. By clearly outlining the responsibilities and requirements of the credit manager position, you can attract qualified candidates who are well-suited to the role and who can help your business succeed.

Overall, the Credit Manager Job Description Template Word is an essential tool for any business that is looking to hire a credit manager. With its comprehensive job summary and customizable format, this template can help you create a job description that attracts top talent and ensures that your credit operations are managed effectively.


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.


  • In conjunction with sales and finance executives and the company’s legal counsel, determines and updates credit policies and procedures. Recommends sales agreements, lease or rental-purchase plans, installment agreements and/or financing arrangements.
  • Establishes standards for credit granting, development of criteria for credit limits, special terms, etc.
  • Reviews all credit or financing requests, processes information, performs credit investigations and approves/disapproves credit with any related terms, conditions or limits. Authorizes sales orders accordingly.
  • Reviews status of aged and delinquent accounts with Accounting on a weekly basis. Supervises preparation and transmitting of letters and notices on delinquent accounts. When appropriate, determines and recommends new repayment terms.
  • Prepares paperwork for civil court (small claims court) on local delinquent accounts and represents the company at any hearings. Reviews and recommends accounts for outside collection agencies or legal action and follows through as required. Negotiates settlements on bankrupt accounts or when appropriate. Records any judgments with county clerk and reports to the credit bureau.
  • Reviews and recommends accounts to be charged-off, prepares applicable reports and notifies credit bureau.
  • Maintains current knowledge of the Fair Debt Collection Act and all state and federal laws and regulations applying to credit granting or collection activities.


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:


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.


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