Credit & Collections Administrator

TriMark•Winston-Salem, NC

7d•Hybrid

About The Position

The Credit & Collections Administrator plays a crucial role within our Credit team, focusing on the efficient collections of past-due receivables and general administration of customer accounts. This position involves collaboration with the National Accounts and Chains departments, as well as support for outside territory sales.

Requirements

1 – 2 years of relevant experience and/or training, or equivalent Military or practical experience.
Working knowledge and experience with Microsoft Outlook, Word, and Excel.
Basic PC proficiency utilizing Microsoft Windows XP, Vista, or Windows 7 operating system(s).
Hands-on knowledge of ERP or CRM systems.
Ability to successfully pass a background check post offer acceptance.
Attention to detail; gathers/analyzes information; and identifies and resolves problems in a timely manner.
Works well in group problem-solving situations.
Actively seeks continuous knowledge and skill development.
Manages difficult or emotional customer situations.
Responds promptly to customer needs and requests for assistance.
Excellent written and verbal communication skills.
Strong conversational phone skills and experience dealing with customers.
Contributes to building a positive team spirit.
Exhibits objectivity and openness to others’ views.
Basic business math skills.
Ability to speak effectively before groups of customers or employees of the organization.
Ability to deal with problems involving several concrete variables in standardized situations.

Nice To Haves

Previous experience with AS400 or a similar DOS-based computer operating system, GlobalEdge, and Navision is a plus.

Responsibilities

Contact customers regarding overdue invoices and reconcile customer accounts as needed.
Process Sales Information Sheets (SIF’s), credit applications, and credit reference checks for management approval.
Review credit holds and approve shipments of orders.
Answer incoming calls and set up/maintain department and customer files.
Generate various month-end reports.
Process general ledger adjustments.
Identify and handle prepaid order conversions as needed.
Process customer refund checks.
Generate manual invoices/proformas as requested.
Backup responsibility to the Credit Support Clerk position.
Research and resolve customer disputes.
Provide customer credit information or rating on request to other trade companies.
Keep accurate notes within Customer Relationship Management (CRM) system to document all credit collection activity on accounts.