Credit & Collection Representative

Deluxe•Minneapolis, MN

1d•$20 - $26

About The Position

The Credit & Collections role is responsible for reviewing credit held orders, resolving outstanding issues to move order to production timely. Responsible for handling inbound and outbound calls related to credit held orders & resolving open accounts receivable. Position requires the ability to work independently and adapt to a fast-changing environment. Follows the credit process and procedures to make credit decisions to review credit held orders. Conducts customer reviews of new and existing customers; recommending credit lines. Informs supervisor of deteriorating credit. Responsible for reaching out via phone, email or fax to customers in a professional manner to collect payment for overdue invoices while keeping or improving customer relations. Acts as the liaison between customer service/sales and customers and manages overdue accounts, helping to resolve outstanding issues that may prevent order production on new orders and reducing accounts receivable delinquency. Partners with cash applications, tax team, sales and customer service teams to research and resolve short payments. Responds to email and phone requests by engaging appropriate parties to ensure the request is completed in a timely manner. Informs supervisor of potential problems in the credit review process or collection process and make recommendations for process improvement.

Requirements

HS/GED and 2 years experience in collections.
Understanding of transactional based business processes and impacts.
Knowledge of ERP systems.
Proficient with Microsoft office tools (Excel, Word and Outlook).
Must be 18 years of age or older.

Nice To Haves

Strong written, verbal and interpersonal communication skills.
Excellent problem-solving and analytical skills.
Ability to manage multiple phone lines.

Responsibilities

Fielding all incoming B2C calls, processing payments over the phone, providing invoice copies, explaining invoice details, and providing remittance details.
Reviewing credit held orders and resolving outstanding issues to move orders to production timely.
Handling inbound and outbound calls related to credit held orders and resolving open accounts receivable.
Following the credit process and procedures to make credit decisions and review credit held orders.
Conducting customer reviews of new and existing customers and recommending credit lines.
Informing supervisor of deteriorating credit.
Reaching out via phone, email or fax to customers to collect payment for overdue invoices while maintaining customer relations.
Acting as the liaison between customer service/sales and customers to manage overdue accounts and resolve outstanding issues.
Partnering with cash applications, tax team, sales and customer service teams to research and resolve short payments.
Responding to email and phone requests by engaging appropriate parties to ensure timely completion.
Informing supervisor of potential problems in the credit review or collection process and making recommendations for process improvement.