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Finance
Credit / Loan Counselor
Mesquite, TX

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Robert Half

Credit Representative

Entry-Level JobVerifiedNo experience needed
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Entry-Level Job
Verified
No experience needed
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Job Description

Responsibilities:
  • Provide daily administrative and operational assistance to credit staff and department leadership to keep workflows moving efficiently.
  • Compile, organize, and maintain accounts receivable, debtor, and credit-related records so information remains current and accessible.
  • Update account details and perform routine maintenance across internal systems, spreadsheets, and tracking resources.
  • Prepare recurring reports, review materials, and supporting documentation for portfolio discussions and leadership meetings.
  • Record key meeting outcomes, decisions, and follow-up items, then help monitor progress on outstanding tasks.
  • Investigate data inconsistencies, research missing details, and escalate issues as needed to support accurate credit files.
  • Respond to ad hoc reporting requests, special assignments, and departmental projects that support credit operations and risk monitoring.
  • Partner closely with analysts to ensure documentation is complete, well organized, and ready for ongoing portfolio review.