New Accounts Coordinator

Linde Gas & Equipment Inc.

New Accounts Coordinator

Location: Ankeny, IA

Linde Gas & Equipment Inc. is seeking a New Accounts Coordinator to join our team! The New Accounts Coordinator is responsible for the investigations and analysis of customer credit information, account setup, maintenance and special projects working within established guidelines. This position works under general supervision, reporting to a Credit Supervisor.

What we offer you!

• Competitive compensation

• Comprehensive benefits plan (medical, dental, vision and more)

• 401(k) retirement savings plan

• Paid time off (vacation, holidays, PTO)

• Employee discount programs

• Career growth opportunities

• Additional compensation may vary depending on the position and organizational level

What you will be doing:(1st shift)

• Review new customer credit applications, existing customer additional ship to requests and retail/COD   applications to for set up

• Make decisions regarding credit extension using predetermined internal guidelines and through credit bureau analysis

• Maintain customer records accurately updating pertinent data including account name, address, phone number(s), billing and shipping preferences, etc.

• Review accounts to approve or deny credit hold release based on credit limit, AR balance and account status

• Process name ownership changes 

• Successfully partner with internal customers, communicating required processes, procedures and authorizations required for various requests regarding new account set up and maintenance

• Maintain thorough and accurate record of all work for audit purposes

• Sort incoming requests by type and priority ensuring efficient and effective processing

• Ability to prioritize workload, in a fast paced, time sensitive environment where accuracy is imperative

• Resolves moderately complex account setting, structure, and credit concerns

• Work independently with minimal supervision and collaborate with team members successfully

• Partner with New Account Team Lead and Credit Supervisor to increase team efficiency and productivity

• Utilizes OBIEE extracting customer data, to build/pull reports used to compile and submit mass change requests

• Has mid-advanced level excel experience to be utilized in large data set analysis for acquisitions, integrations, and other projects

• Participate in process mapping for automation of SOP’s, and be point of contact for troubleshooting automation issues

• Other duties as assigned

   

What makes you great:

• HS diploma/GED required

• Demonstrated success working independently and within team of employees

• Computer experience in JDE, OBIEE and Excel

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