Credit and Collections (Contract)

BARTLE & GIBSON•Edmonton, AB

10d•Onsite

About The Position

Bartle & Gibson is seeking a self-motivated and dependable individual with strong organizational skills and attention to detail to join their Credit team as a Credit and Collections Clerk. This role is based at their Corporate Head office in North East Edmonton, Alberta. The position is a 12-month contract for ERP transition support, with a possibility of extension. The successful candidate will be responsible for managing major customers within the accounts receivable portfolio, developing and maintaining strong relationships with customers and partners, and ensuring open items are closed within a reasonable time period. Key duties include verifying invoice accuracy, working with the Sales team, resolving customer inquiries, setting up customer accounts, investigating and approving credit applications, granting credit levels, generating monthly statements, reconciling credit accounts, investigating discrepancies, and conducting collection calls on outstanding accounts. The role also emphasizes presenting a professional image, minimizing company risk, sustaining profitable customer relationships, demonstrating effective risk reduction strategies, and identifying root causes of late payments for process improvements.

Requirements

Minimum of a High School diploma required
Proficient in Microsoft Office applications (Excel, Word, Outlook)
Customer Service experience required
Efficient time management including prioritizing, organizing and planning effectively to meet all deadlines
Strong math, analytical skills and problem solving skills; ability to make quick decisions
Self-motivated; able to function effectively both independently and contribute in a team.
Talent to assert themselves and communicate professionally in a clear and direct manner
Proven ability to learn quickly and work effectively in a fast-paced work environment
Excellent interpersonal skills and communication skills, both verbal and written as well as proven active listening skills
Attention to detail; ability to maintain a high level of accuracy in preparing and entering financial information
Be honest and trustworthy; maintain confidentiality of all financial files
Ability to interact effectively and professionally with all levels of management and internal/external customers

Nice To Haves

Minimum 2 years of experience working in credit and/or collections would be an asset

Responsibilities

Manage major customers within accounts receivable portfolio
Develop and maintain strong relationships with customers and internal/external partners
Conduct regular reviews of customer’s detailed aged trial balance to ensure all open items are closed within a reasonable time period
Verify the accuracy of invoices and other accounting documents
Work closely with Sales team and communicate the status of customer accounts
Handle and resolve inquiries from customers, branch staff via telephone or email
Set up customer accounts and deposit accounts
Investigate and approve credit applications to new customers
Grant credit levels to customers and/or approve increases and releases to customers
Generate customer’s monthly statements; send to customers
Reconciliation of credit accounts
Investigate questionable data and recommend actions to resolve discrepancies
Follow up with customers and conduct collection calls on outstanding accounts
Present a professional image at all times and provide quality service to all customers
Minimize company risk while sustaining healthy profitable customer relationships
Demonstrate effective risk reduction collection strategies and negotiation techniques
Proactively seek ‘root causes’ of late payments and recommend end process improvements to drive efficient and effective operational performance
Complete other duties as assigned