Customer Implementation Specialist - MEX

Job description

Purpose: To uphold ‘The JEAR Way’ and support JEAR’s strategic direction. The Customer Implementation Specialist is responsible for protecting JEAR by providing day-to-day customer service functions including investigating history, evaluating customers credit standing, and assisting in set-up of new and returning customers. Essential Tasks • Positively exhibit and adhere to ‘The JEAR Way’ ◦ Exceeding industry standards for work ethic and service ◦ All for one. Together as one. ◦ Unmatched integrity and accountability. • Collaborate with sales teams as an initial contact and resource for new customers in establishing new relationships, including being the point person for customer packets. • Ensure accurate customer setup in JEARnet by confirming details with sales teams, contacting credit references, and inputting information into system for review • Compile credit information using JEAR’s policy for credit checks and references and input into TMS system. • Obtain information about potential creditors from banks, credit bureaus, and other credit services, and provide reciprocal information if requested. • Interview customers by telephone or to obtain financial data needed to complete credit report. • Preliminary analysis is to be conducted of each customer and included in customer profile to be evaluated in the extension of credit. This includes payment trend analysis, credit report evaluation, and trade information obtained from credit references and the bank. • Generate leads for sales teams from references given and send to Credit Manager for appropriate distribution. • Analyze credit reports and communicate findings to Credit Manager. • Confirm customer addresses and information provided within packets echoes credit reports and JEARnet. • All other duties and responsibilities as assigned by Credit Manager and/or other members of leadership team. Activities • Obtain information from individuals • Ongoing communication with customers • Communicating with Manager and peers • Interacting with Computers • Use JEARnet to update customer profile and other pertinent records • Use spreadsheet or word processing software to compile data and produce internal reports • Verify information for credit investigations • Detect discrepancies on records or reports • Perform clerical duties including typing or other related duties • Establishing and maintaining interpersonal relationships • Organizing, planning, and prioritizing work Qualifications Education: • High school diploma or GED (or education equivalent). Knowledge: • Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, transcription, designing forms, and other office procedures and terminology. • English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Skills Basic Skills • Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making, • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. • Reading Comprehension - Understanding written sentences and paragraphs in work related documents. • Speaking - Talking to others to convey information effectively. • Writing - Communicating effectively in writing as appropriate for the needs of the audience. Social Skills • Coordination - Adjusting actions in relation to others' actions. • Service Orientation - Actively looking for ways to help people. • Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do. Time Management Skills • Managing one's own time and possesses the ability to multi-task in a fast-paced, constantly evolving environment. Note: Job descriptions are not intended and should not be constructed to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making decisions pertaining to compensation.