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Job Title: Credit Specialist - More Credit Specialist Jobs


Location: FL - Miami
Job Description:


This position is responsible for overseeing the credit extension function for Carl 
Zeiss Vision in the United States. This individual will be responsible for investigating 
credit applications of the credit approval process, reviewing, processing and 
finalizing all workflows requiring finance department approval and maintaining the 
department credit application log.
Duties:	1. Investigate credit applications for financial analysis of the credit 
approval process
2. Review, process and finalize all workflows requiring finance department approval
3. Maintain the department credit application log
4. Maintain the department new account collaboration log
5. Contact customers and sales regarding pending credit applications/workflows
6. Approve new accounts with a credit limit of $7500 or less following department 
guidelines
7. Maintain credit application files
8. Document credit analysis and recommendations on a scorecard
9. Work with sales tax consultant to ensure proper documentation is on file for tax 
exempt customers
10. Recommend credit limit declines
11. Recommend credit limits exceeding $7500
12. Provide credit card/e-check authorizations to customers who do not qualify for a 
line of credit
13. Provide training to sales personnel as needed to support the credit extension 
function
14. Make recommendations to improve/streamline the credit application/workflow 
process
Qualifications:	 Minimum of 2 - 5 years commercial credit extension experience
 Excellent customer service skills, effective written and oral communication skills
 Ability to handle multiple priorities and meet deadlines
 Experience with MS Office is required
 Intermediate level Excel skills are required
 Experience with DVI/SAP is desirable but not required



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