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RH
Robert Half
Credit Lead
Career Insights for Credit Specialist / Clerk
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Scorecard
Based on Florida data
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What they do
A Credit Specialist or Clerk reviews the credit history of individuals or businesses that apply for credit. Requests information from credit companies, analyzes computerized records and payment histories, and determines whether new credit can be approved.
$41,504 / year median in Florida
-6% projected decline
Job Description
We are looking for an experienced Credit Lead to oversee commercial credit activities and support sound financial decision-making in Tampa, Florida. This role combines day-to-day credit administration with cross-functional collaboration, requiring someone who can work closely with sales teams, finance partners, executives, and dealers. The ideal candidate brings strong judgment, a practical approach to risk management, and the confidence to handle time-sensitive order releases and credit approvals in a fast-paced environment.
Responsibilities:
- Review customer accounts and authorize order releases once payment status, funding, and internal approvals have been confirmed.
- Evaluate credit exposure and recommend appropriate credit limits to support sales while protecting the business from unnecessary risk.
- Partner with finance contacts and lending organizations to verify transactions, resolve account issues, and ensure accurate allocation of funds.
- Support collection-related activity in coordination with the team member focused on receivables follow-up, helping address escalations when needed.
- Analyze account information and prepare Excel-based reports to organize data, identify trends, and support credit decisions.
- Communicate clearly with sales leadership, company executives, and external partners regarding credit status, approvals, and account concerns.
- Respond to occasional after-hours requests, particularly during month-end periods when urgent order processing may be required.