Credit & Collections Administrator

TriMark•Cleveland, OH

3d•Hybrid

About The Position

The Credit & Collections Administrator reports to the Credit & Collections Manager and is located in Cleveland, Ohio. This full-time, hybrid position plays a crucial role on the Credit team, focusing on collecting past-due receivables efficiently and administering customer accounts. The role collaborates with the National Accounts and Chains departments and supports 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 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 identify and resolve problems in a timely manner.
Ability to work well in group problem-solving situations and to seek continuous knowledge and skill development.
Ability to manage difficult or emotional customer situations and respond promptly to customer needs and requests for assistance.
Excellent written and verbal communication skills, strong conversational phone skills, and experience dealing with customers.
Ability to contribute to a positive team spirit and demonstrate objectivity and openness to others' views.
Basic business math skills.
Ability to speak effectively before groups of customers or employees.
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.

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 various 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 support 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 Customer Relationship Management (CRM) system documenting credit collection activity on accounts.