Associate, Credit

7 months ago

Toronto, Canada Softchoice Full time

We are a software-focused IT solutions and services provider that equips organizations to be agile and innovative, and for their people to be engaged, connected, and creative at work. That means moving them to the cloud, helping them build the workplace of tomorrow, and enabling them to make smarter decisions about their technology. By doing these things we help them create success for their customers and their people.

We stand proudly for our people and support their success through career development and advancement. We are recognized and respected for our culture of inclusion and belonging, continuously striving to do what’s good for our people and communities.

**What you'll do**:
Your role supports the Credit team and is essential in maintaining accurate credit processes and supporting effective communication across departments.
- **Credit Application Processing**:

- Administer and collect trade/bank references and financial statements as required.
- **Account Hierarchy**:

- Validate and create cases for new bill-to locations (on established accounts) in collaboration with Analysts for approval.
- Establish SAP relationships once the Credit Analyst approves the credit limit for new bill-to locations.
- Highlight instances where extended terms may be necessary during the setup of additional billing locations.
- **Credit Limit Management**:

- Work closely with Credit Analysts to release and review orders that exceed credit limits within assigned authority.
- **Data Management and Documentation**:

- Maintain all necessary credit information and required records.
- Create internal forms and documents to aid the team.
- Utilize credit reporting tools (e.g., D&B) and other available financial details to make recommendations to Credit Analysts or the Credit Manager.
- **Efficiency and Process Improvement**:

- Ensure the credit services provided are timely, productive, informative, and efficient.
- Contribute to building improved processes for the Credit Department.
- **SFDC Queue Management**:

- Forward requests to the Credit Analysts, as required.
- **Risk Monitoring and Investigation**:

- Vet the file for fraudulent use to ensure the order/customer is legitimate.
- Triage, review, and monitor alerts and API information from credit reporting agencies.
- Investigate derogatory information or instances where an entity shows out of business.
- Periodically audit account structures to ensure all payers that have access to credit are the correct legal entities.
- Involve the Credit Analyst, as needed.
- **Data Gathering and Research**:

- Collect data and conduct research when presented with name changes, mergers, or acquisitions.
- Stay informed about industry developments and their impact on credit and risk management.
- **Reporting Support**:

- Assist with reporting requirements, as requested.
- Generate accurate and timely reports related to credit and leasing activities.
- **Process Improvements and Project Participation**:

- Make recommendations for process improvements.
- Actively participate in risk-related projects to enhance credit operations.

Your role supports the Leasing team, and is essential in the collaboration, support, resourcefulness, and data-driven insights all contributing to successful leasing operations.
- **Collaboration with Sales, AR, and Operations Teams**:

- You’ll work closely with Sales, Accounts Receivable (AR), and Operations teams to ensure seamless order processing and accurate/detailed record-keeping for leasing transactions.
- **Referral Fee Invoicing**:

- Initiating invoices for referral fees.
- Reconcile the fees to ensure they are recorded in the Leasing reports for the current month.
- **Problem Resolution and Liaison**:

- As a liaison, you’ll address any impediments that may arise due to undelivered products, potentially preventing lease deals from closing.
- Your role involves problem-solving and ensuring successful transactions, lease agreements are complete.
- **Internal Resource for Leasing and Financial Services**:

- You’ll interact with various departments, serving as a resource to facilitate leasing and financial services transactions.
- Effective communication and collaboration are essential.
- **Sales Information/Tools**:

- You’ll distribute sales tools within the organization. This sales tools/information will support product awareness.
- The Loop intranet site page is the central repository for Lender and Leasing information.
- **Reporting and Analysis**:

- Supporting report creation and distribution is crucial. This includes tracking leasing transactions, revenue, referral fees, and penetration rates.
- Provide month end close results (BI Analytics report) for the update to referral fees, lease revenue, and penetration rate.
- Regular reporting helps identify opportunities and provides insights for business growth.

**What you’ll bring to the table**:

- A postgraduate degree in business with a concentration in accounting.
- A mini

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