Position Summary:

The Credit Compliance Specialist will provide services including, monitoring of customer receivable aging, loan covenants, and maintaining credit files.

Essential Job Function/Responsibility:

 

• Interact closely with Loan Officers and their assistants regarding compliance requirements.
• Review Accounts Receivable Aging for compliance to the Loan Agreements.
• Calculate Borrowing Base availability in accordance with the Loan Agreement.
• Detailed and accurate data entry into an Excel spreadsheet or other appropriate software packages
• Perform other duties as assigned.

 

Qualifications/Education/Experience:

 

• AA or BA Degree in Finance or Business Administration
• Combination of equivalent education and experience may be substituted for degree requirements.
• Excellent interpersonal, customer service and communication skills in order to effectively interact and work with all levels of employees. 
• Must have a high level of knowledge in Excel.                               
• Must have an in depth knowledge of assets, especially Accounts Receivable.           
• Must be able to multi-task. 
• Must take ownership and responsibility for work product

 

Diane Delgado LeMaire | Senior Managing Director, Accounting & Finance Recruiting | Creative Financial Staffing, a division of Fitts, Roberts CPA Firm | 5718 Westheimer Suite 800 | Houston, TX 77057 | 713-260-5238 | dcd@fittsroberts.com| Blog| Twitter| LinkedIn