Credit Administrator

Diversified

. Report to the Credit Manager as an individual contributor on the Credit team .

Posted 11/3/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in credit analysis and management, with a strong understanding of financial statements and compliance with credit policies. Proficient in using Microsoft Dynamics 365 and CRM systems to maintain accurate credit documentation and assess customer financial stability.

Highest-signal resume keywords

Credit AnalysisMicrosoft Dynamics 365Financial Statement AnalysisCredit Management SoftwareB2B Credit Risk Administration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit AnalysisFinancial Statement AnalysisCredit ManagementCredit Risk AdministrationData AnalysisDocumentation ManagementRegulatory ComplianceAccounting PrinciplesCredit Policy DevelopmentCustomer Profile Creation

Soft Skills

Analytical SkillsProblem-Solving SkillsAttention to DetailOrganizational AbilitiesInterpersonal SkillsCommunication SkillsTeam CollaborationIndependence

Tools & Technologies

Microsoft Dynamics 365CRM SystemsMicrosoft TeamsCredit Management ToolsERP Systems

Industry Keywords

Commercial Credit AnalysisCredit AdministrationFinancial Stability AssessmentCredit Reporting DataPayment Terms Establishment

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Report to the Credit Manager as an individual contributor on the Credit team
Assess customers' financial stability using credit reporting data and payment history
Onboard new customer accounts by capturing data and creating customer profiles
Determine appropriate credit limits and collaborate with Sales and Finance to establish payment terms
Maintain detailed records of credit activities
Communicate with Sales and Finance regarding credit issues
Assist in developing and implementing credit policies
Support audits and regulatory reviews
Ensure compliance with company credit policies and legal requirements
Monitor clients' ongoing financial health and regularly review existing credit lines, adjusting limits or terms as needed
Maintain precise documentation of credit approvals, credit lines, and risk profiles in Microsoft Dynamics 365 and CRM platforms
Create and maintain customer credit files in Microsoft Teams, including Secretary of State registrations, Dun & Bradstreet credit reports, and other customer-related credit documents

Requirements

What you’ll need

Associates' or Bachelors' degree required, or in lieu of degree, 4 years equivalent credit experience
2 years of experience in commercial credit analysis, B2B credit risk administration, or a related financial role
Hands-on experience with credit management software and ERP systems, preferably Microsoft Dynamics 365 and enterprise CRM systems
Strong understanding of financial statements and credit analysis
Ability to analyze complex credit files
Knowledge of relevant laws and regulations regarding credit data
Previous experience in credit administration or related field
Strong analytical and problem-solving skills
Excellent attention to detail and organizational abilities
Ability to work independently and as part of a team
Excellent interpersonal and communication skills to liaise effectively with clients, internal teams, and senior management
Proficiency with credit management and financial analysis tools
Good understanding of accounting principles and practices
Ability to maintain confidentiality and handle sensitive information