Credit Associate I

Pella Corporation•Medford, WI

1d•Onsite

About The Position

Weather Shield is seeking a Credit Associate to join their team at the Medford, WI office. The Credit Associate is responsible for processing credit applications, maintaining customer files/data, and daily customer interaction via phone and email for payments and collection. This position is part of the Weather Shield Finance team supporting dealer accounts. This is a full-time position that works Monday - Friday 8 AM - 5 PM at the Medford, WI corporate office.

Requirements

Associates degree (A.A) or equivalent from two-year college or technical school; one-year related experience or training; or equivalent combination of education and experience.
Strong computer background.
Demonstrated flexibility in work schedules as needed to meet the needs of the business.
Ability to speak and write professionally.
Ability to read, analyze, interpret, and communicate documents such as releases, bulletins, technical and procedure manuals.
Ability to interpret, analyze, and respond effectively regarding credit related procedures.
Ability to calculate figures and amounts such as product pricing, discounts, and percentages.
Ability to apply the understanding needed to carry out instructions furnished in written, oral, or diagram form.
Proficiency with Microsoft software applications.
Ability to navigate web-based applications proficiently with credit related systems.
Typing skills are required.
Must be outgoing with good communication skills.
Proficient data entry, mathematical and organizational skills.
Ability to work with people in a variety of situations and show good judgment.
Will become familiar with company credit and sales policies and obtain general product knowledge.
Proficient in Word and Excel.

Nice To Haves

Experience and/or post high school education in accounting, banking or credit is preferred.

Responsibilities

Receive and process credit applications and prepare folders.
Call or email trade and bank references for credit information.
Work with Regional and Territory Managers as dealer needs arise.
Request financial statements, guarantees and/or other security as needed, run credit checks.
Request and file tax exemption certificates.
Analyze information and prepare customer summary.
Notify customers/territory reps of account status.
Create the customer master file, scan and file paperwork.
Do daily account maintenance.
Do annual and other account rechecks as needed.
Handle collections of assigned accounts.
Enter credit memos.
Apply daily cash payments and process credit card payments.
Respond and assist with questions regarding accounts and set up issues.
Review credit holds and release orders to production.
Communicate verbally, in person and on telephone.
Analyze, enter and verify data.
Write correspondence.
Set up files and file information.