Credit and Master Data Specialist

Responsibilities / Tasks

This role is responsible for the review, analysis, monitoring, and endorsement of activities related to Credit Management and Customer Master Data. The position provides recommendations and supporting documentation to AR Leadership Management: 

Specific Activities covered are as follow:

Credit Management

• Conduct comprehensive reviews of credit reports, payment histories, financial statements, and supporting documentation to assess customer creditworthiness and overall risk exposure.
• Evaluate credit limit and payment term requests and provide supported recommendations based on established credit policies and risk assessment criteria.
• Endorse credit-related requests, including credit limit adjustments, payment term changes, and account blocking or unblocking, to AR Leadership Management for final approval.
• Monitor customer credit exposure, delinquent accounts, and credit limit exceedances, and recommend appropriate risk mitigation actions.
• Maintain accurate credit records and ensure timely communication of customer default, bankruptcy, legal, or collection matters to relevant stakeholders.

Customer Master Data

• Review and validate new customer account requests and supporting documentation to ensure compliance with company policies and data governance standards.
• Assess customer master data change requests and provide recommendations regarding account creation, modification, activation, or deactivation.
• Endorse customer master data requests to AR Leadership Management for final approval and processing.
• Perform periodic reviews and data cleansing activities to identify duplicate, inactive, or incomplete customer records and maintain data integrity.
• Collaborate with Sales, Account Management, and other business stakeholders to support customer data accuracy, policy compliance, and continuous process improvement

Your Profile / Qualifications

• Minimum 5 to 7 years of work experience in business-to-business collections, order entry, customer service, accounts payable, cash applications, or accounts receivable, preferably in a BPO or shared services industry.
• Proficiency with English and effective communicator and all levels, both verbally and written.
• Experience in a business environment, preferably in Accounting (Accounts Receivable), Finance, or Audit capacity
• Ability to work with diverse teams and interact with different areas
• Proactive, committed team player and can motivate other team members
• Experience with ERP software and Microsoft Office Suite skills (Word, Excel, PowerPoint)
• Knowledge of basic finance operational cycles, preferably gained through hands-on experience.
• Proficient in Microsoft Office applications
• Strong data analysis experience, demonstrating the ability to understand business needs, obtain & validate data, interpret results, root cause anomalies and generate meaningful results
• Ability to interact effectively with colleagues, senior level management and outside advisors
• Resilient in a fast-paced, changing environment.
• Solid time management skills and demonstrated ability to balance multiple tasks
• Must be able to work independently
• Open vacancy is on US Eastern Time work shift (8AM-5PM EST)

At GEA, we design work to promote sustainable performance, balancing business outcomes with employee wellbeing through clear expectations, collaboration, development opportunities and healthy ways of working.

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