Job Description

Purpose of the Job

Responsible for processing customer credit applications and refund requests accurately and efficiently. This includes verifying documentation, conducting credit checks, coordinating approvals, and ensuring timely account setup and refund processing. The role also supports operational tasks while maintaining professional standards and compliance.

Key Responsibilities

Credit Applications

Ensure all documents are received and signed by authorised signatories Complete credit application form within specified time limit Ensure all specified requirements per division are followed Letter of authority from Directors (If application is signed by a non-Director) Consent form to access credit report Contact all trade references telephonically and record all information on the debtor's authorisation sheet Access and print the Transunion Credit Bureau report Request a bank code from First National Bank Ensue all credit applications are approved daily Send all approved credit applications to the relevant salesperson as well as divisional specific personnel to ensure the account is opened on the correct system (Freightware, Embrace) Prepare and issue approval letters to new customers Scan all credit applications into the E-docs system weekly, and originals must be filed alphabetically by year in the secure debtors filing room

Refunds

Receive refund requests Prepare all documentation and reconcile accounts if necessary Meet with the Debtors and Invoicing Manager to approve refunds Send all approved refund documents to Creditors to process (EFT refunds only) Hand credit card refunds to Debtors Supervisor for processing Maintain professional conduct Assist in relevant operations/operational functions as required Ensure standards of Health and Safety are maintained Maintain housekeeping standards daily Follow correct dress code in accordance with Standard Operating Procedures

Minimum Requirements

Grade 12 Minimum 5 years' administration experience

Skills Requirements

Good time management skills Excellent verbal and written communication skills Proficiency in Microsoft Office Suite Substantial credit and refunds knowledge Good administrative capabilities regarding processing requests Excellent interpersonal skills with the ability to create long term relationships
Job Type: Full-time

Work Location: In person