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CB Credit Specialist - Decatur, AL

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Full-time Remote 13d ago

Location:

Decatur, AL, US

Company:

SouthState Bank has been providing financial solutions to individuals, families, and businesses for over 100 years.

Summary:

The Credit Specialist will handle customer applications, verify references, and manage administrative tasks. Applicants need a high school diploma and proficiency in relevant software.

Requirements:

Hard Skills: Excellent verbal communication skills, Excellent written communication skills, Proficient in Excel, Proficient in Word, Proficient in Outlook, Experience using Cadence operating system

Credentials: High school graduate or equivalent

Job Description:

POSITION SUMMARY

A Credit Specialist is responsible for setting up new customer applications, verifying references, pulling credit reports.  Position is also responsible for general administrative tasks of department.

ESSENTIAL JOB DUTIES

  • Set up new applications on the system within established guidelines  
  • Contact vendors for credit references via telephone, fax, and email
  • Research companies by utilizing the internet
  • Access credit reports for businesses and individuals
  • Create and update new client reports
  • Enter data into Cadence and CBCentral
  • Perform general office duties such as answering telephone and interacting with clients
  • Goal is to complete an average of 15 applications per day
  • Develop skills through cross-training with analysts in authorizations and approval of updates and new accounts as time allows
  • Special projects as assigned by manager

REQUIRED SKILLS AND COMPETENICIES

  • High school graduate or equivalent
  • Excellent verbal and written communication skills are required as well as excellent customer relations skills
  • Must be proficient in Excel, Word, and Outlook and general office duties; experience using Cadence operating system is preferred
  • Must effectively manage workflow and assignments - appropriately prioritizing work.  Attention to detail and accuracy is required.

WORKING CONDITIONS

Office environment; secure, comfortable working conditions.