Careers in Credit

Careers in Credit

Careers at NACM Connect

NACM Connect

Virtually every business transaction that concerns another business involves credit. NACM Connect is a not-for-profit, member-owned and directed trade association focused on business credit, commercial credit and financial management professionals.

NACM Connect provides services and information to assist credit professionals in all facets of their work activities, including credit groups, credit reports, credit references, credit application processing, collections services, credit law, and more. In addition, NACM Connect educates its members in credit, collections and related matters while working toward the continuing professionalization of the credit management field. We are an Affiliate of the National Association of Credit Management.

Position Summary:

This position has direct contact with members and member prospects selling credit reports from various vendor partners.  The position is also responsible for educating the marketplace regarding the available products and services that are offered by NACM Connect.


Key Responsibilities:


CREDIT REPORTS SALES

  • Promote credit reporting to the membership.
  • Promote credit report sales via group meetings and educational events.
  • Communicate to members and member prospects.
  • Track revenue and identify member companies who are repeat customers as well as high volume users.
  • Apply logic and sound reasoning to determine the best solution for each customer utilizing consultative approaches to meet the member’s needs.
  • Serve as the contact for member questions on all credit reporting products.
  • Follow up on commitments to internal and external customers.
  • Document all activity in CMS database.
  • Participate with NACM affiliate training sessions and vendor product educational events.
  • Work with credit reporting vendors to develop strategies and increase revenue.


DEPARTMENTAL RESPONSIBILITIES

  • Involvement with credit report sales projections for department budget.
  • Meet or exceed revenue projections on a monthly and annual basis.
  • As a peripheral benefit, promote Association’s products and services to the membership.
  • Assist in developing promotional incentives.
  • Develop sales strategies for future product development.
  • Responsible for setting up and maintaining web access for our members.

 

TO APPLY
Contact Dorann Guenard at dorann.guenard@nacmconnect.org.
Position Summary: This position has direct contact with members and member prospects selling credit reports from various vendor partners.  The position is also responsible for educating the marketplace regarding the available products and services that are offered by NACM Connect.  The manager of this department has 5 direct reports that assist in covering NACM Connect regions and group members.

Key Responsibilities:

CREDIT REPORTS SALES
  • Promote credit reporting to the membership and prospective members.
  • Contact members and prospects via phone calls, emails, physical visits, group meetings and educational events.
  • Track revenue and identify growth opportunities within specific industries and accounts.
  • Apply logic and sound reasoning to determine the best solution for each customer.
  • Apply logic and sound reasoning to determine the best solution for each customer utilizing consultative approaches to meet the member’s needs.
  • Serve as resource for member questions on all credit reporting products.
  • Follow up on commitments to internal and external customers.
  • Document all activity in the CMS database.
  • Participate with NACM affiliate training sessions and vendor product education.
  • Work with credit reporting vendors to develop strategies to increase revenue.
  • Contact members for renewals and upsell current contracts.

DEPARTMENTAL RESPONSIBILITIES
  • Responsible for credit report sales projections for department budget
  • Provide direction to the Credit Report Solutions team’s sales efforts to achieve department goals
  • Recruit, train, set goals for new members of the team .
  • Coordinate communications, training with vendor partners
  • Meet or exceed revenue projections on a monthly and annual basis
  • Promote Association’s products and services
  • Develop promotional incentives
  • Develop sales strategies for future product development
  • Quarterly meeting with credit reporting committee to discuss current and future activity
  • Provide several sales activity reports to management, staff and committee members
  • Update internal service agreements and pricing schedules as applicable and distribute to department
  • Manage the Credit Reporting team Bonus Program
  • Create and review consumer credit compliance requirements
  • Provide Credit Solution Consultant training
  • Coordinate NACM Connect inter-departmental support and disputes
  • Resolve disputes with vendor partners and sales team

MISCELLANEOUS
  • Other duties and projects as assigned
  • Management may modify job descriptions and responsibilities when necessary

SKILLS/EDUCATION
Credit reporting sales experience is required.  Budgetary and supervisory experience a plus.  Proficient with Microsoft Word and Excel software, typing skills, detail oriented, possess a positive attitude, good interpersonal and communication skills both verbal and written, high school graduate or equivalent.

Position as stated is commissionable.

PHYSICAL REQUIREMENTS
While performing the essential duties of this job, the employee is regularly required to sit, talk and hear.  The employee frequently is required to use hand and fingers, handle or feel and reach with hands and arms. The employee is required to stand and talk.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

TO APPLY
Contact Dorann Guenard at dorann.guenard@nacmconnect.org.
Position Summary: This position is responsible for handling the relationship and issues that arise with jour credit reporting providers and assisting the credit reporting solution team in all regions. Oversee Public Records Bulletin, Business Credit Pay-Go report program.

Key Responsibilities:

CREDIT REPORT SOLUTIONS
  • Manage consumer credit report compliance and vetting requirements for CIC, OCS & Experian BOP/SBI reports to ensure regulatory obligations.
    • Distribute, review, and assist in completion of compliance documentation with each end users.
    • Liaison between end user and vendor partner with login issues, onboarding, and general report questions.
    • Responsible for Experian’s annual compliance audit and EWACS Security Designate Attestation.
    • Maintain and update internal Experian Policies & Procedures manual.
    • Maintain pricing schedules.
  • Maintain a high level of support and service to Credit Solutions Consultant
    • Provide support in onboarding new end users, conduct training sessions, troubleshoot and resolve login and technical issues.
  • Work with Accounting to prepare and provide the monthly Revenue Analysis Report.
  • Support accounting in researching and resolving billing issues with third party
  • Maintain all aspects of the Equifax Canada relationship, D&B Pay-Go program, and Equifax US reseller program
    • Assign and setup login credentials on appropriate portal.
    • Onboard end users and provide support and training.
    • Troubleshoot and resolve logon and navigational issues.
    • Review monthly usage and billing to identify contract opportunities.
    • Assist accounting with billing; research and resolving discrepancies.
    • Manage Business Credit Pay-Go report program

ACCOUNT MONITORING AND NON-MEMBER REFERENCE SERVICES
  • Distribute registration form and input selected alert criteria for Account Monitoring.
  • Activate A/R file for access on non-member references and work with member to set up parameters.

PHYSICAL REQUIREMENTS
While performing the essential duties of this job, the employee is regularly required to sit, talk and hear.  The employee frequently is required to use hand and fingers, handle or feel and reach with hands and arms. The employee is required to stand and talk.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
 
TO APPLY
Contact Dorann Guenard at dorann.guenard@nacmconnect.org.
Position Summary: Responsibility for operational tasks for all classes, seminars, conferences, etc. within the education department, working with members on certification. Primary on credit application processing.

Key Responsibilities:

EDUCATION
  • Seminars/Workshops and Classes
    • Work with instructors/speakers to secure presentations and handouts as assigned.
    • Prepare and complete pre- and post-event documentation including, but not limited to, Continuing Education Unit forms, class withdrawal information, syllabi, evaluations, etc.
    • Coordinate billing with accounting for each event.
    • Order books from National for classes.
    • Follow seminar and course guidelines for preparation as documented in the team site.
    • Request payment for instructor fees and any expenses.
  • Conferences – Chicago, St. Louis, and Great Lakes
    • Registration for all conferences including tracking price paid per person, confirmation emails
    • Apply for CEU’s.
    • Other duties as assigned by Vice President.
  • Member Certification Liaison
    • Follow up with every student enrolled in classes throughout territory to ensure they continue classes toward certification.
    • Check through CMS student records for all who took classes but have not yet received their certifications. Enroll them in classes to finish course work.

CREDIT APPLICATION PROCESSING
  • Search CMS database for existing reports.
  • Add additional references as provided on the application to the existing report or start the development process.
  • Initiate the revision process. Include the requesting member number, inquiring member and billing code.
  • Incorporate trade payment history and financial information responses onto the credit report.
  • Search and enter Secretary of State, UCC filings and any additional antecedent information as available and applicable.
  • Maintain the integrity of the database by merging duplicate files, review for accuracy.
  • Distribute the preliminary report and release the final report from revision within the required time frame.
  • Maintain a monthly spreadsheet of income and number of applications processed by region.
  • Monitor daily fax log.

MEMBERSHIP
Maintain new member spreadsheet to track activity in membership year one and work with local membership to build relationships, staving off cancellations.

MISCELLANEOUS
As a small staff, all employees are periodically asked to assist in team projects, company-wide initiatives and other tasks and duties as the need arises.

PHYSICAL REQUIREMENTS
While performing the essential duties of this job, the employee is regularly required to sit, talk and hear.  The employee frequently is required to use hand and fingers, handle or feel and reach with hands and arms. The employee is required to stand and talk.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

TO APPLY
Contact Dorann Guenard at dorann.guenard@nacmconnect.org.