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Credit Specialist
- Robert Half Finance & Accounting (Carrollton, TX)
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Description We are looking for a Credit Specialist to join our team in Carrollton, Texas. This role is integral to managing and evaluating customer creditworthiness while supporting the company’s accounts receivable portfolio. You will play a pivotal role in maintaining financial stability by balancing risk assessment and customer relationships.
Responsibilities:
• Evaluate customer credit applications and analyze credit bureau reports to determine financial risk.
• Recommend appropriate credit terms and limits in alignment with company policies.
• Ensure customer credit files are accurately maintained and updated regularly.
• Process new customer applications, verifying required documentation such as business licenses and tax IDs.
• Input approved credit terms into company systems, ensuring accuracy and completeness.
• Monitor accounts to identify overdue balances or violations of credit limits.
• Collaborate with Sales and Customer Service teams to address orders held due to credit matters.
• Assist with month-end closing processes and provide support during audits.
• Manage customer payment processing and oversee billing procedures. Requirements
• High school diploma or equivalent required; an Associate’s or Bachelor’s degree in Business, Accounting, or Finance is preferred.
• 2+ years of experience in credit, collections, accounts receivable, or a similar field.
• Familiarity with credit principles, financial statements, and risk evaluation.
• Proficiency in Microsoft Excel, Outlook, and AS400 systems.
• Strong attention to detail and excellent organizational skills.
• Effective communication skills, both written and verbal, with a customer-focused approach.
• Ability to manage sensitive and confidential information responsibly.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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