Credit Assistant Resume Sample

1 vote
Maybelle Bode
895 Lela Curve,  Detroit, MI
+1 (555) 386 3966

Work Experience

Senior Credit Assistant
11/2015 - PRESENT
Los Angeles, CA
  • Read complex legal documents and interpret their impact on Key’s collateral position
  • Initiates, develops and maintains relationships with the company’s customer community
  • Service inbound calls from a variety of sources including, KeyBank branch sales professionals, Private Banking, Telesales, other KeyBank’s Lines of Business, customer attorneys, title company representatives
  • Identify scenarios under the bank’s AML, BSA, Privacy policies and refer potential issues to the bank’s Fraud Hotline, as appropriate
  • Carry out people management responsibilities in accordance with the organization’s policies and applicable laws, including
  • Reviews and updates customers’ credit status and limits on a weekly basis. Responds to credit inquiries from outside parties regarding customers’ credit situation
  • Regularly in an office environment
Specialist IV Senior Credit Assistant
05/2012 - 07/2015
Phoenix, AZ
  • Additional tasks as assigned by department and/or management
  • PC Proficiency – Microsoft Word, Excel
  • Strong organizational and analytical skills. Able to manage multiple tasks
  • Effectively communicate in writing
  • Efficiently operate computers, tablets and mobile devices
  • Knowledge of Microsoft Office software (Outlook, Word, Excel, PowerPoint, Access, etc.)
  • Adjust work schedule in accordance with job objectives
Credit Assistant
10/2009 - 03/2012
Dallas, TX
  • Occasionally exposed to work in high, precarious places
  • Occasionally exposed to work near moving mechanical parts; fumes or airborne particles; toxic or caustic chemicals
  • Occasionally exposed to outdoor weather conditions; extreme cold; extreme heat
  • Occasionally exposed to moving mechanical parts, hand tools and small to medium-sized power tool use
  • Occasionally exposed to non-toxic propane fumes or airborne particles
  • Occasionally exposed to toxic or caustic chemicals
  • Provide credit references to other creditors as needed


Bethesda Christian University
2004 - 2009
School's Degree in Business Administration

Professional Skills

  • Strong skills in the areas of oral and written communication, negotiation and interpersonal skills, and problem resolution
  • Customer service skills/Communication skills (oral & written)
  • Excellent attention to detail, problem solving and follow-up skills
  • Excellent communication and presentation skills both verbal and written within all levels of the organization
  • Strong communication skills and sound business judegement
  • Strong computer skills: proficiency in Excel & Word , SAP & Oracle
  • Strong leadership skills & a team player and a team builder

How to write Credit Assistant Resume

Credit Assistant role is responsible for training, analytical, database, finance, credit, reporting, manufacturing, research, insurance, travel.
To write great resume for credit assistant job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Credit Assistant Resume

The section contact information is important in your credit assistant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Credit Assistant Resume

The section work experience is an essential part of your credit assistant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous credit assistant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular credit assistant position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Credit Assistant resume experience can include:

  • Strong written and verbal communication skills required to interact with internal and external customers
  • Strong analytical skills to accurately investigate and resolve accounts
  • Solid deduction management skills
  • Solid reconciliation skills
  • Training available to acquire skills needed for projects
  • Communicating effectively with internal and external stakeholders to resolve collection issues in an efficient manner

Education on a Credit Assistant Resume

Make sure to make education a priority on your credit assistant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your credit assistant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Credit Assistant Resume

When listing skills on your credit assistant resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical credit assistant skills:

  • Excellent time management skills/experience
  • Good organizational skills, ability to prioritize and multi-task
  • Strong communication skills with proven ability to manage relationships through negotiations
  • Good communication, organizational, and multitasking skills required
  • Good (written and verbal) communication skills
  • Good in English’s oral and written communication skills

List of Typical Experience For a Credit Assistant Resume


Experience For Senior Credit Assistant Resume

  • Consumer loan underwriting experience
  • Organizational and time management skill
  • Education or experience in a related field
  • Demonstrated ability to work through conflict
  • Provide direction and guidance to less experienced team members
  • Using general knowledge, assists in the implementation of Credit process improvements to ensure compliance
  • Assists more senior members of the team in creating complex reporting from existing data using multiple systems, reporting tools, spreadsheets, databases, etc

Experience For Specialist IV Senior Credit Assistant Resume

  • Maintains filing of agency reporting
  • Proficient PC use: keyboarding, email, MS Word & Excel—able to create and maintain documents as well as assist others in the use of Word & Excel
  • Assists the customer and business unit sales representatives regarding credit related issues as needed and within assigned authority
  • In support of the manager, participates in discussions regarding mitigation for low risk issues
  • Process assigned work volumes in an accurate and efficient manner, supporting the centre’s
  • Process assigned work volumes in an accurate and efficient manner, supporting the Specialist’s
  • Process, input and reconcile daily credit transactions into loan accounting software and Purchase and Sales reports within specific parameters and timeframe

Experience For Credit Assistant Intern Resume

  • Possess great problem solving capabilities
  • Be able to perform and adapt in a changing environment as necessary (stress/tolerance/flexibility/coachable)
  • Maintain integrity of reporting and documents within specific group
  • Enter Cash Receipts, noting any discrepancies
  • Minimize Bad Debt while helping company maximize profitable sales

Experience For Credit Assistant Manager Resume

  • Follow-up with customers regarding credit information needed to approve orders
  • Process credit applications, including follow-up on credit references
  • Establish, change, and inactivate customer ID’s in the operating systems
  • Specific responsibilities include receipt of customer payments, reconciling accounts, preparation of reports on accounts receivable and past due status
  • Work on simple, non-sensitive credit accounts, following guidelines established for the organization
  • Responsible for following the escalation process in place to ensure prompt issue resolution for his/her assigned portfolio
  • Responsible for accounts clean up on balances, refunds, reconciliation of accounts, sending out account statements to customers

Experience For A/R Credit Assistant Resume

  • Responsible for providing a quarterly 60 days overdue dispute management overview
  • Review Homeowners Insurance documents- understanding of coverages and deductibles
  • Keeps record or file, and sends letters or confers with customers having delinquent accounts to make payment
  • Maintains filing for assigned territory
  • Maintains credit card processing records as required by law and the Internal Audit Group

Experience For MMS Credit Assistant Resume

  • Manage the organization’s most complex, large, or difficult credit accounts to maintain positive customer relations and minimize debts outstanding
  • Learn new computer programs quickly
  • Reviews new credit applications to ensure the integrity of customer information regarding name, and address. Contacts customer for additional information as necessary to ensure sufficient data is available for establishing the requested credit line
  • Gathers credit data through various credit-reporting agencies, contacts credit references or bank as supplied by the customer within the bounds established by the credit policy for the credit line requested
  • Assembles data and establishes credit files for submission to the Manager of Financial Services/Credit Analysist for review on credit line request and annual reviews on lines > = $7,500

Experience For Nordic Credit Assistant Resume

  • Makes changes to customer master files per request by customer on their letterhead within assigned guidelines
  • Supply additional information to collection agencies as requested
  • Distributes letters printed in house by collectors through collection letter system, reprinted invoices, and misc. paper work
  • Initiates, develops, and maintains relationships with the company’s customer community
  • Credit Administrative and office processes

Experience For Credit Assistant Resume

  • Provide administrative support in the measurement and development of best practices and process improvements
  • Performs data integrity reviews and brings issues to the attention of more senior team members
  • Monitors data quality and assists with basic improvements to systems & database accountability
  • Risk Mitigation Support
  • Facilitate new customer setup requests and customer changes between commercial and master data teams
  • Contribute to the success of the business through personal efforts

Experience For Senior Credit Assistant Resume

  • Reports to a Team Manager
  • Service inbound calls from a variety of sources including, KeyBank branch sales professionals, Private Banking, Telesales, other KeyBank’s LOB’s, customer attorneys, title company representatives
  • Complete required Compliance checks for non-borrowing signers in accordance with established guidelines of KeyBank’s CIU department
  • Review applications submitted for completeness. Communicate deficiencies, when appropriate
  • Review balance sheets and tax returns submitted for completeness
  • Input financial information on financial trend sheets and/or other loan analysis spreadsheets and formats
  • Review and reconcile completed financial and income/income tax spreadsheets
  • Initiate and review lien searches; reconcile against supplied balance sheet; identify and note liens and balances not included on the balance sheet
  • Call and verify credit balances and references

Experience For Specialist IV Senior Credit Assistant Resume

  • Review UCC’s (including Custodial) and perfected liens, including subordinations on all existing loans and extensions of credit to assure the collateral/lien is perfected
  • Great oral & written communication skills
  • Generate documentation as required and review for accuracy
  • Assist in the review/audit of customer files and documentation
  • Knowledge of collection laws, mechanics lien laws as they relate to the Construction Industry
  • Basic knowledge of sales tax as it relates to the Construction Industry
  • Proficient with MS Office products (with an emphasis on EXCEL), Internet, and Outlook programs; general computer literacy
  • Gather, monitor and document data
  • Knowledge of credit principles, practices and laws

List of Typical Skills For a Credit Assistant Resume


Skills For Senior Credit Assistant Resume

  • Demonstrated competencies of being a team player, maintaining effective working relationships with co-workers, other departments and all levels of management
  • PC skills including, but not limited to: working knowledge of Microsoft Word and Excel
  • Excellent at prioritization and multi-tasking. Able to work with multiple deadlines
  • Analyze solutions (problem solving skills) & handle stress successfully
  • 45 WPM typing skills ideal
  • Demonstrated ability to develop & maintain effective working relationships with customers, suppliers and co-workers

Skills For Specialist IV Senior Credit Assistant Resume

  • Prior experience is required. Applies basic job knowledge of systems and procedures that are relevant to own job
  • Learn and effectively utilize FEI's inventory and logistics system (Trilogie)
  • Learn and effectively utilize FEI's customer relationship management system
  • Manage, prioritize and meet deadlines of multiple priorities in a short time frame
  • Accounting or financial experience
  • Experience working with employees at all levels of the organization, including external customers and guests
  • Maintain good relationships with the partners and team including responding to questions and concerns

Skills For Credit Assistant Intern Resume

  • Maintain good relationships with partner groups and team including responding to questions and
  • Have mortgage/credit lending experience
  • Relevant finance / accounting experience
  • Flexibility to adapt to changing requirements and demonstrates initiative
  • Experience with moderate to High level of complexity in operational / reporting / process and/or analysis

Skills For Credit Assistant Manager Resume

  • Relevant finance/accounting qualification with 2 years’ experience
  • Prioritize and handle multiple projects at one time
  • Credit, collection, financial, or customer service experience
  • Experience with SAP software helpful
  • Prioritize workload and function without close supervision
  • Positive, friendly attitude and strong work ethic
  • Build strong relationships with associates and customers
  • Strong knowledge in credit and collection processes and procedures
  • Experience in credit and finance field

Skills For A/R Credit Assistant Resume

  • Develop strong relationships with both internal and external customers (i.e. within the Finance department, other departments and customers
  • Accounts Receivable administrative experience
  • One year of previous credit assistant experience with collections
  • Experience with moderate to High credit limit authorization required for credit adjudication
  • Maintain good public relations with external and internal customers

Skills For MMS Credit Assistant Resume

  • IT literate: Solid grasp of Microsoft Office applications and knowledge of SAP is a pre
  • Answering inbound calls regarding customer inquiries relating to orders and invoices
  • Processing customer payments, reconciling outstanding account balances
  • Collaborating with the Credit Analyst and/or Sr. Credit Manager regarding lien/bond notice requirements and/or claims/suits
  • Reviewing and preparing lien waivers as needed
  • Analyzing and resolving customer deductions

Skills For Nordic Credit Assistant Resume

  • Working with the order, sales and pricing departments to facilitate the order to cash process
  • Helping resolve customer problems or complaints related to invoicing
  • Working intercompany portfolio within the GetPaid system to ensure timely payment of open invoices with a firm but courteous approach
  • Assisting with sales tax exemption certificates as necessary
  • Maximizing Accounts Receivable turnover through credit management, collections, and process improvements
  • Processing of non-sales related credits

Skills For Credit Assistant Resume

  • Providing back up support within the team
  • Working on simple, non-sensitive credit accounts
  • Helping customers with questions/problems on their account
  • Reviewing credit applications submitted for approval
  • Reasoning Ability:Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
  • Process incoming mail concerning billing and customer payment advice
  • Review outgoing/incoming documentation for completeness and accuracy. Notify sending party of any deficiencies and correct deficiencies, as appropriate
  • Process paperwork for new account applications including ordering credit reports and writing references

Skills For Senior Credit Assistant Resume

  • Process new accounts and maintain the existing accounts by confirming credit reference information, utilizing D&B, Experian and NACM credit reports
  • Follows strict procedures regarding lockbox check processing
  • Responsible for tracking and resolving payment details issue
  • Accurately updating existing customer’s credit information in the database
  • Manage Credit References for the location, including initial contact, follow up and maintaining database of vendors
  • Interface with business unit managers and merchandisers regarding establishment of new accounts and renewal of existing accounts
  • Responsible for providing and reviewing a root cause analysis report related to payment issues
  • Provide backup as necessary, for the processing of faxed checks, new account processing, and legal accounts
  • Provide credit assistance for monitoring and collecting on customer accounts, particularly those that are past due or over credit limit

Skills For Specialist IV Senior Credit Assistant Resume

  • Contact customers regarding delinquent payments and prepare reports reflecting status of credit and collection activity
  • Compare pricing files to invoice billed amounts to provide detail dispute pricing debits
  • Proficient in Microsoft office for month end reporting, meetings, NCS, etc; and possess working knowledge of credit processes and procedures
  • Process new accounts and maintain the existing accounts by confirming credit
  • Coordinates and follows established guidelines in processing credit applications
  • Gathers, compiles and maintains basic credit information on account portfolio including the exchange of such information for credit reference purposes

List of Typical Responsibilities For a Credit Assistant Resume


Responsibilities For Senior Credit Assistant Resume

  • Specific responsibilities include receipt of customer payments, reconciling outstanding account balances, and preparation of periodic reports on accounts receivable and past due status
  • Strong business acumen , analytical & investigate skills , ability to negotiate
  • Time management skills (ability to multi-task)
  • Communicates effectively by email and phone
  • Manage, prioritize and meet deadlines of multiple priorities in a short time
  • Proven knowledge of lending processes and understanding of basic lending terms, calculations and the knowledge of how loans are worked at a bank

Responsibilities For Specialist IV Senior Credit Assistant Resume

  • Work with the Credit Manager to build effective working relationships with internal and external customers
  • Previous credit/collection experience required
  • Prior knowledge with Microsoft Word, Excel, and a Email suite are required
  • Bank Industry experience ideal
  • Supports enterprise business and sales objectives through the effective and efficient performance of job responsibilities

Responsibilities For Credit Assistant Intern Resume

  • Manages/organizes an effective daily process
  • Administrative experience working in an industrial plant of food manufacturing environment
  • Communicate with management and sales reps (both inside and out) on current and outstanding issues
  • Play a key role in developing customer relations from an A/R perspective
  • Serves as back up for Decision Pro (Consumer Underwriting)
  • Serves as back up with department billing
  • Collection of Hawaii accounts dealing locally and nationally
  • Obtain documentation pertaining to all delinquent accounts that require demand and/or legal letters
  • Prepares credit analysis of all new customer applications including trade reference verifications

Responsibilities For Credit Assistant Manager Resume

  • Assist Credit Manager with the timely credit collections of all outstanding payments
  • Inspired to learn about business in a practical setting
  • Proficiency using Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Aptitude to learn large scale, enterprise-wide accounting systems quickly
  • Be physically present in our Denver, CO office during normal business hours
  • Business acumen - banking processes and procedures
  • Problem-solving, negotiation abilities
  • Process assigned work volumes in an accurate and efficient manner, supporting the business’s timeline commitments

Responsibilities For A/R Credit Assistant Resume

  • Create and modify documents using MS Office
  • Administers the customer credit card process and follows strict guidelines regarding data protection
  • Processes bond and lien notifications according to state regulations
  • Maintains working relationships with both internal and external customers
  • Ensure that allocation related documents are duly and properly filed for easy reference and checking upon reconciliation
  • Handle customer special billing compliance as needed
  • Proficient in Microsoft office for month end reporting, meetings, NCS, etc
  • Maintain positive working relationships with customer’s accounts payable departments, our branch distribution centers and SPR National Accounts Staff

Responsibilities For MMS Credit Assistant Resume

  • Helps customers with questions/problems on their account
  • Perform routine clerical support for functional groups such as copying, distributing mail, performing simple calculations, and maintaining records and files following standard procedures with all work certified or checked by direct supervisor
  • Approves order ticket releases for credit accounts on restriction
  • Sends out lien notices/certified letters
  • Notifies/resolves uncollected COD's and processes/resolves NSF checks

Responsibilities For Nordic Credit Assistant Resume

  • Researches/resolves credit card chargebacks
  • Processes payments for open customer accounts
  • Provide regular maintenance on all systems for changes to customers’ accounts
  • Customer service and follow-up for related brand
  • Team player with a positive approach to work and to customers
  • Self-starter that, once trained, can work without constant supervision
  • Adheres to the Company’s credit policy
  • Review Credit Memos for completeness and accuracy
  • Complete the bank deposit for the location

Responsibilities For Credit Assistant Resume

  • Enter financial statement information into financial analysis software (Moody’s Risk Analyst)
  • Collection calls to past due customers
  • Manage AR portfolio through direct involvement with customer’s and internal resources
  • Process tax exemption requests
  • Process new or update credit applications
  • Assist underwriters with gathering other required information (such as: financial information and documentation, credit scores, state filings, UCC Search’s) in accordance with policy and procedure
  • Maintain integrity of reporting and documents per my assigned functions
  • Perform account reconciliations and post payments
  • Work independently to review and process Documents received related to income verification

Responsibilities For Senior Credit Assistant Resume

  • Use multiple work systems to complete tasks assigned
  • Familiarity with income documents (W-2’s, paystubs, tax returns)
  • Complete credit investigations for existing and new business customers, review and summarize D&B and credit reports, assist with the ongoing credit review process
  • Review customer financials and enter the appropriate data into the credit system
  • Maintain customer records in the credit system to ensure proper documentation and compliance
  • Prepare, distribute and manage weekly and monthly reports
  • Help customers with questions/problems on their account
  • Approve ticket releases for accounts on restriction

Responsibilities For Specialist IV Senior Credit Assistant Resume

  • Send out lien notices/certified letters
  • Provide lien waivers where needed
  • Manage chargebacks, NSF checks, and Uncollected CODs
  • Approve tax exempt forms and issue tax credits
  • Administer new customer files and welcome letters to external customers

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