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Customer Master Data Administrator Lead

Location: Irving, TX
Posted On: 08/03/2022
Requirement Code: 59938
Requirement Detail

Customer Master Data Administrator Lead
The Customer Master Data Administrator Lead is responsible for oversight and coordination of the timely and accurate processing of credit applications according to established standards and procedures, as well as, ensuring accurate customer account information is input into our ERP systems.  The applicant must be able to provide guidance and direction to other team members, monitor overall team workload and manage task assignments.  The lead will act as a dedicated "super-user" of the systems and processes utilized by the team. 

The Customer Master Data Lead will also process credit applications and complete customer master account setups in the ERPs.  The Lead must be able to thrive in a fast paced, high-performance culture.   

What you'll get to do

     Providing oversight and guidance to the Customer Master Data Administrator team members while coordinating workload and task assignments to meet SLA targets.

     Processing credit applications which includes reviewing applications for deficiencies, resolving discrepancies, executing data entry activities to record credit application information into the credit platform and Initiating the workflow process to administer credit review decisions.

     Entering new account information into the source ERP system and verifying the accuracy of the data based on the credit application information supplied.

     Acting as a dedicated expert regarding credit application and customer master setup processes and a "super-user" of the credit platform and ERP systems.

     Providing timely customer service for calls, emails, and questions regarding the status of customer credit applications and new accounts.

     Pulling credit bureau reports and requesting trade references to aid in credit decisioning.

     Special customer data and credit application related projects as assigned by management.

     Notifying the appropriate team members of pre-credit exceptions and/or missing information preventing applications from advancing through the credit process.

     Updating credit and data related changes to existing accounts.

     Following compliance guidelines by keeping credit related information confidential.

     Scanning, uploading, tracking, and maintaining credit documents on the customer account.

     Other duties, as required.

Essential Experience and Skills

     Associate degree in Business Administration, Accounting or Finance with 3 - 5 years' related experience (preferred) Or High School diploma or general education degree (GED) with 5 -7 years' related experience (required).

     3 - 7 years' related experience dependent upon education, at least 2 years of experience in a leadership role within a team and at least 5 years of experience in a role requiring heavy data entry.

     Proven ability to direct and guide other team members.

     Exhibits the ability to effectively assess workload, prioritize needs and assign tasks to meet goals.

     Has history of working in a cross-functional, collaborative team environment.

     Upholds an attitude of superior customer service.

     Has a proactive, "take-charge" work ethic, showing ambition and a drive to succeed.

     Exhibits an extremely high sense of urgency, strong attention to detail and a "roll up your sleeves" attitude.

     Excellent communication skills, both oral and written, with the ability to maintain a professional approach always.

     Excellent organizational and time management skills.

     Ability to produce high quality work products and that they are met with a sense of urgency.

     Excellent analytical and problem-solving abilities.

     Proficient in Microsoft Office products including MS Excel, MS PowerPoint, MS Word and MS Outlook.

     Ability to carry out instructions furnished in written, oral or diagram form.

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