Credit Associate

4imprint, Inc.•Oshkosh, WI

1d•$0 - $19•Hybrid

About The Position

The Credit Associate assists with the daily functions of the accounting department and interacts with 4imprint’s sales, collections, and claims departments, as well as customers. The role evaluates customer accounts for open lines of credit using credit bureau reports, references, past history with 4imprint, corporate account guidelines, and business information reports as needed. It also handles credit-related communications, credit card transactions, purchase order verification, and other assigned accounting support tasks. The position begins with in-person training and onsite work with the team. After a typical 3–6 months, it may be eligible for remote work from Wisconsin. There may be situations in which the employee chooses or is asked to return onsite, coordinated and scheduled in advance. The role may be performed remotely in Wisconsin or at 4imprint’s Oshkosh office.

Requirements

High school diploma or equivalent.
0–1 years of experience in a similar field.
Knowledge of and/or experience in accounting-related functions.
Proficiency with Microsoft Excel, Word, Outlook, Teams, and Windows.
Strong computer skills, including working knowledge of databases, spreadsheets, and the MS Office Suite.
Friendly, tactful, and professional phone and email communication.
Ability to take initiative, solve problems, and follow up with internal and external customers.
Ability to multitask and respond to changing situations.
Strong organization and attention to detail.
Ability to communicate effectively verbally and in writing and to enter data.
Ability to meet the physical requirements of the role; details are in the physical requirements form.

Nice To Haves

Associate degree in accounting or a related field.
Prior credit experience.
Enjoyment of change and trying new things.

Responsibilities

Demonstrate 4imprint’s core principles: honesty, curiosity, collaboration, flexibility, accountability, empathy, positive attitude, and humility.
Evaluate customer accounts for open lines of credit using credit bureau reports, credit references, 4imprint history, corporate account guidelines, and business information reports as needed.
Handle incoming internal and external phone calls and emails regarding all phases of credit.
Manage the credit letter email bin and credit email bin.
Monitor all tabs in the Credit Control Launch Pad.
Follow up on credit-fail or committed orders and request that the sales team cancel items in those categories that are more than 30 days old.
Process credit card transactions, including authorizing cards for order release, charging cards, notifying customers about declined or unacceptable cards, issuing refunds, investigating discrepancies, and sending requested charge or credit receipts.
Verify purchase order requirements from 4imprint customers.
Provide backup support to Accounting Claims.
Assist with processing and report reviewing when assigned by the manager.
Maintain a current understanding of trends and updates relevant to the role.
Participate in training classes and actively seek professional development.
Meet regular and predictable attendance expectations, communicate effectively verbally and in writing, and enter data.