Credit and Collections Administrator

CFS Brands LLC•Oklahoma City, OK

5d•Onsite

About The Position

This position is responsible for the review and release of held orders, collection of past due invoices, credit investigations, and reconciliation and management of customer accounts, including credit limits. Interacts with inter-company departments and customers.

Requirements

Ability to calculate figures and amounts such as discounts, interest, commissions & percentages.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to read, analyze, and comprehend detailed instructions and correspondence, memos, financial reports, and legal documents.
Ability to provide written responses to common inquiries or complaints from customers, associates, or management.
Ability to present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to work in a fast-paced environment.
Experience with accounting software and/or ERP systems (i.e. NetSuite, AS400).
Proficiency with Microsoft Excel (VLOOKUP and Pivot Table analysis).
Ability to give and receive feedback.
Apply critical thinking to information received and evaluate what can be used for organizational success; take initiative to solve problems.
Strong organization and follow-up skills.
Ability to work independently with little supervision but also in a team environment.
Excellent time management skills.
High sense of urgency to resolve issues that arise.
Drive teamwork and team spirit.

Nice To Haves

Minimal travel, as directed by needs of the business.

Responsibilities

Responsible for reviewing and contacting past due customer accounts, collecting past due amounts, and facilitating resolution of customer issues by collaborating with Sales, Customer Service, and other departments to provide unequaled customer service.
Responsible for monitoring customer credit exposure and making credit limit recommendations to management based on credit file, order volume, payment history and account status.
Responsible for the review and release of held orders with appropriate notification to customers, sales reps, and management.
Responsible for providing proforma invoices and collecting advance payments for Secured and Project accounts.
Responsible for making phone contacts in a courteous and professional manner to secure payments and resolve issues.
Responsible for supporting timely and accurate posting of customer payments by requesting additional documentation as needed.
Responsible for assisting customers in understanding billing documents, Terms & Conditions, and other policies.
Responsible for providing invoice copies, statement copies and proofs of delivery.
Responsible for answering incoming calls and supporting customer knowledge of and access to online self-service tools.
Responsible for assisting Credit & Collections management in other assignments as delegated.
Responsible for aiding in own self-development by being available and receptive to all training made available by the company.
Responsible for planning daily activities within the guidelines of company policy, job description, and Manager's instruction in such a way as to maximize personal output.
Responsible for keeping own immediate work area in a neat and orderly condition to ensure safety of self and co-workers. Will report any unsafe conditions and/or practices to the appropriate member of management and Human Resources. Will immediately correct any unsafe conditions as the best of own ability.