Credit & Collections Administrator

TriMark•Bedford Park, IL

12d•Onsite

About The Position

The Credit & Collections Administrator reports to the Credit & Collections Manager and is located in Bedford Park, Illinois. This is a full-time, in-office position on the Credit team, focused on collecting past-due receivables and administering customer accounts. The role collaborates with the National Accounts and Chains departments and supports outside territory sales. Responsibilities include contacting customers about overdue invoices, reconciling accounts, processing credit-related paperwork for management approval, reviewing credit holds and approving shipments, maintaining customer files, preparing month-end reports, and handling account adjustments, refunds, prepaid order conversions, and manual invoices. The administrator also backs up the Credit Support Clerk, researches and resolves disputes, provides customer credit information to other trade companies upon request, and records collection activity in the CRM system.

Requirements

1–2 years of relevant experience and/or training, or equivalent military or practical experience.
Working knowledge of and experience with Microsoft Outlook, Word, and Excel.
Basic PC proficiency using Microsoft Windows XP, Vista, or Windows 7.
Hands-on knowledge of ERP or CRM systems.
Ability to successfully pass a background check after offer acceptance.
Attention to detail, ability to gather and analyze information, and ability to resolve problems in a timely manner.
Ability to work well in group problem-solving situations and contribute to a positive team spirit.
Ability to manage difficult or emotional customer situations and respond promptly to customer needs.
Excellent written and verbal communication skills, strong conversational phone skills, and experience dealing with customers.
Basic business math skills.
Ability to speak effectively before groups of customers or organization employees.
Ability to deal with problems involving several concrete variables in standardized situations.
Actively seeks continuous knowledge and skill development; exhibits objectivity and openness to others’ views.

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 (SIFs), credit applications, and credit reference checks for management approval.
Review credit holds and approve shipments of orders.
Answer incoming calls and set up and maintain department and customer files.
Generate month-end reports.
Process general ledger adjustments.
Identify and handle prepaid order conversions as needed.
Process customer refund checks.
Generate manual invoices and proformas as requested.
Provide backup coverage for the Credit Support Clerk position.
Research and resolve customer disputes.
Provide customer credit information or ratings to other trade companies upon request.
Maintain accurate notes in the CRM system documenting credit collection activity on accounts.