Processes new accounts. Sets up files, obtains required information, conducts credit investigations in accordance with policy guidelines and procedures to ultimately provide to the Business Lines with a sound credit limit recommendation.
Reviews and maintains customer credit files with current credit reports and other required information and documentation.
Maintains continuous communication with field sales reps and sales managers on the status of problem accounts regarding credit hold situations. Uses these resources to assist with collection process.
...
Expert on knowledge tools, client management tools and remote control software to help resolve at least 80% of chat & ticket online, without having to dispatch to service partners or desk side support technician.
Needs to quickly diagnose triage issues and deliver a high level of customer satisfaction.
Monitor queues for ticket misroutes, unresolved, or those requiring deep investigation.
...
Provide clients with detailed information on products, services, and project capabilities, ensuring that they understand options and make informed decisions.
Collaborate with the sales team to ensure smooth transitions from sales to project execution.
Assist clients in selecting products and services best suited to their project needs.
...