Credit & Collections Administrator

TriMark•Cleveland, OH

4d•Hybrid

About The Position

The Credit & Collections Administrator reports to the Credit & Collections Manager and is based in Cleveland, Ohio, in a full-time hybrid role. The position is part of the Credit team and focuses on collecting past-due receivables and administering customer accounts. It collaborates with the National Accounts and Chains departments and supports outside territory sales. Duties include contacting customers about overdue invoices, processing credit-related documents, reviewing credit holds, maintaining accounts and records, preparing reports, processing adjustments and refunds, and resolving customer disputes.

Requirements

One to two 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 operating systems.
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 timely problem-solving skills.
Ability to work effectively in group problem-solving situations.
Excellent written and verbal communication skills, strong conversational phone skills, and experience dealing with customers.
Ability to manage difficult or emotional customer situations and respond promptly to customer needs.
Basic business math skills.
Ability to speak effectively before groups of customers or employees.
Ability to handle 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 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 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.