Credit Application Intake Specialist

Are you ready to make a significant impact on customer onboarding and business growth for a leading enterprise in the retail sector? We are seeking a proactive and detail-oriented professional to join a dynamic team dedicated to streamlining critical financial processes. In this pivotal role, you will be the cornerstone of our new business intake, ensuring a smooth and efficient transition for applicants into active customers. Your expertise will directly contribute to accelerating business operations and fostering strong client relationships from day one.

**Responsibilities:**

* Manage the end-to-end intake of credit applications, ensuring completeness and accuracy before underwriting review.

* Perform Know Your Customer (KYC) verifications, including validating business entities, tax exemption certificates, and supporting documentation.

* Contact trade and bank references to gather essential credit history and application details.

* Collaborate with sales and commercial teams to provide timely updates and resolve any roadblocks in the onboarding process.

* Monitor the onboarding pipeline to ensure applications meet service level agreements (SLAs) and time-to-activate targets.

**Must-Have Qualifications:**

* 1-3 years of experience in finance, credit operations, or a high-volume administrative environment.

* Strong attention to detail with the ability to identify missing or inconsistent information.

* Effective written and verbal communication skills.

* Ability to problem-solve and guide customers through resolving application gaps.

* Experience using credit management platforms, CRM platforms, and Microsoft Excel (including VLOOKUPs and Pivot Tables).

**Nice-to-Have Qualifications:**

* Proficiency in MS Excel (Beginner, Intermediate, or Advanced).

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**About Aquent Talent:**

Aquent Talent connects the best talent in marketing, creative, and design with the world's biggest brands.

Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. We also offer free online training through Aquent Gymnasium. More information on our awesome benefits!

Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We're about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.