Credit Specialist 2
Reliance, Houston, TX, United States
Assistant Credit Manager
The Assistant Credit Manager will report directly to the Corporate Credit Manager. This person will work in the office located at our Houston plant location. A hybrid work environment may be considered. Must be a team player and work well with other team members in the credit department and the sales team. Physical Requirements: Stand or Sit (Stationary position), Walk (Move, Traverse), Use hand/fingers to handle or feel (Operate, Activate, Use, Prepare, Inspect, Place, Detect, Position), Talk/hear (Communicate, Detect, Converse with, Discern, Convey, Express oneself, Exchange information), See (Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess), Repetitive Motion Function in the Job: Sedentary Work- Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met. Job Function
Review new credit applications, pulling all appropriate credit reports, running credit references, validating tax certificates and other necessary requirements. Approval of credit limits based on experience. If the need exceeds the authorized approval amount, send the Corporate Credit Manager a request with your recommendation to review the credit file for approval. Making remote deposits for checks that are mailed to the physical location or emailed. Reviewing caccounts for UC on account to offset invoices (ie: COD/CIApayment in advance then invoice(s) is generated). Regularly monitor the credit hold screen and release orders if it meets the requirements to release. Perform timely credit reviews on accounts based on the credit policy guidelines. Run updated credit reports when necessary for credit limit increases or potentially decreases. Follow export order requirements when necessary. Assist customer, both internal and external, with requests that are credit and A/R related. Manage job accounts and utilize third party service for lien notices and bond claim notices on project business. Reconcile accounts when necessary to ensure our aging matches the customer's ledger. Work closely with sales team and branch management to help grow business while mitigating risks. Timely completion of required training modules that have been assigned by The Infra Group and Reliance. Assist with special projects as requested by Corporate Credit Manager, Director of Credit, and/or Chief Financial Officer. Attend NACM meetings when requested or needed at the event the Corporate Credit Manager cannot attend in that region. Plan customer visits as needed. Required Skills
Minimum of five (5) years credit department experience, supervisor experience a plus. Bachelor's degree in Finance, Accounting, Business Administration or related field is a plus. Previous experience in construction industry a plus. Proficient in Word and Excel. Communicates well verbally and in writing. Familiar with lien and bond claim notice requirements a plus. Ability to travel when necessary. NACM credentials such as CBA, CBF & CCE are considered a huge advantage Bilingual in Spanish a huge advantage.
The Assistant Credit Manager will report directly to the Corporate Credit Manager. This person will work in the office located at our Houston plant location. A hybrid work environment may be considered. Must be a team player and work well with other team members in the credit department and the sales team. Physical Requirements: Stand or Sit (Stationary position), Walk (Move, Traverse), Use hand/fingers to handle or feel (Operate, Activate, Use, Prepare, Inspect, Place, Detect, Position), Talk/hear (Communicate, Detect, Converse with, Discern, Convey, Express oneself, Exchange information), See (Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess), Repetitive Motion Function in the Job: Sedentary Work- Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met. Job Function
Review new credit applications, pulling all appropriate credit reports, running credit references, validating tax certificates and other necessary requirements. Approval of credit limits based on experience. If the need exceeds the authorized approval amount, send the Corporate Credit Manager a request with your recommendation to review the credit file for approval. Making remote deposits for checks that are mailed to the physical location or emailed. Reviewing caccounts for UC on account to offset invoices (ie: COD/CIApayment in advance then invoice(s) is generated). Regularly monitor the credit hold screen and release orders if it meets the requirements to release. Perform timely credit reviews on accounts based on the credit policy guidelines. Run updated credit reports when necessary for credit limit increases or potentially decreases. Follow export order requirements when necessary. Assist customer, both internal and external, with requests that are credit and A/R related. Manage job accounts and utilize third party service for lien notices and bond claim notices on project business. Reconcile accounts when necessary to ensure our aging matches the customer's ledger. Work closely with sales team and branch management to help grow business while mitigating risks. Timely completion of required training modules that have been assigned by The Infra Group and Reliance. Assist with special projects as requested by Corporate Credit Manager, Director of Credit, and/or Chief Financial Officer. Attend NACM meetings when requested or needed at the event the Corporate Credit Manager cannot attend in that region. Plan customer visits as needed. Required Skills
Minimum of five (5) years credit department experience, supervisor experience a plus. Bachelor's degree in Finance, Accounting, Business Administration or related field is a plus. Previous experience in construction industry a plus. Proficient in Word and Excel. Communicates well verbally and in writing. Familiar with lien and bond claim notice requirements a plus. Ability to travel when necessary. NACM credentials such as CBA, CBF & CCE are considered a huge advantage Bilingual in Spanish a huge advantage.