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Credit assistant


ENVICARE TECHNOLOGIES PRIVATE LIMITED


Location

Bangalore | India


Job description

Input and review credit application into Vision Database
Accumulates pertinent information regarding customer's credit history by completing dealer
starter worksheet, include 3rd party Agency Ratings, Customer Fact Sheet and Credit Application.
Request net investments and ratings from Portfolio Management for current Crossroads
Customer
Communicates to credit and sales manager if sales has submitted a complete submission
package
Completes phone interviews with customers
Complete haul references for Independent owner operators
Completes all Dealer and broker vetting process
Perform pre-closing tasks, including verifying legal name of entity, reviewing organizational
documents to determine authorized signers.
Follow up on file exceptions and perform monitoring of files for outstanding items from Credit
Approval
Maintains file rooms updated with last quarter transactions
Ensures that all files have been scanned and updated in vision
Answer credit line and takes customer inquiries
Special projects/tasks as may be deemed necessary as needs arise


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