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Robert Half
Credit Clerk
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Job Description
We are looking for a detail-oriented Credit Clerk to join a team in Pennsylvania in a contract capacity with the potential for a long-term role. This position supports credit evaluation, commercial collections, and account maintenance while working closely with credit leadership to help manage risk and support business objectives. The ideal candidate is comfortable reviewing financial information, handling customer account issues, and using Excel to gather and interpret data.
Responsibilities:
- Review new customer credit applications by gathering references and bureau data to assess creditworthiness.
- Evaluate existing accounts for credit line updates by collecting and analyzing current credit reports and reference information.
- Partner with the Credit Manager and cross-functional stakeholders to support sound credit decisions and broader financial goals.
- Maintain organized and accurate credit files, ensuring documentation is current and accessible.
- Escalate unusual account activity and assist with ad hoc reporting requests from credit leadership.
- Apply approved credit terms and account changes in accordance with established company credit policies.
- Contact customers regarding past-due balances and perform commercial collections follow-up to support timely payment.
- Investigate disputed items and chargebacks, working toward prompt and accurate resolution.
- Experience supporting credit, collections, or commercial account review activities.
- Working knowledge of credit applications, credit approval processes, and account evaluation practices.
- Ability to perform commercial collections and communicate professionally with customers regarding outstanding balances.
- Proficiency in Microsoft Excel, including navigating spreadsheets and extracting relevant information.
- Strong attention to detail with the ability to manage records and identify discrepancies.
- Comfortable collaborating with managers and responding to reporting or documentation requests.
- Ability to work onsite in Blue Bell, Pennsylvania Monday through Thursday with remote work on Friday.