Blue Bell, PA - Credit Coordinator

ORS Partners•Blue Bell, PA

10d•Onsite

About The Position

CREDIT REPRESENTATIVE Blue Bell, PA Location: Blue Bell, PA (HQ) The Credit Representative is responsible for monitoring and maintaining accounts, identifies overdue accounts, maintains accurate account adjustments adhering to corporate credit and collections policies and procedures. Obtains credit reference requests on new accounts; verifies credit worthiness by utilizing the credit bureau data. Enters customer credit and COD account information into the ERP; maintains current customer contact information. Obtains credit bureau and credit reference information for credit line reviews for existing accounts. Collaborates with the Credit Manager and other department leaders to support the overall financial goals and objectives. Assists Credit Manager with file maintenance. Advises the Credit Manager of non-routine reporting transactions. Responds to inquiries from the Credit & Manager regarding special reporting requests. Sets and changes credit terms as instructed by Credit Management. Ensures compliance with corporate credit policy. Conducts collection calls on overdue accounts. Researches and resolves customer charge backs. Updates tax exemption status and maintains current tax status files on customer accounts. Monitors department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy. Processes weekly aging reports as required. Assists with the processing of new credit applications. Peirce-Phelps has been proudly serving our communities since 1926. We are a distributor of residential and commercial HVAC equipment, building/home automation and energy management systems. In addition, we stock all the parts and supplies required for installation and repair. We strategically and carefully partner with high quality manufacturers that stand behind their products. Together, we create a solid bond that is long-term and provides consistency in quality products and services. This success can only be attributed to employing the best workforce in the industry, which you could be a part of! Apply today for more information.

Requirements

High School Graduate or Equivalent
Two years of successful experience in credit/collection; preferably in manufacturing /distribution industries
Must possess superior mathematical/bookkeeping skills such as account reconciliation
Ability to communicate both oral & written effectively with both internal & external customers
Ability to work in a high volume, transaction driven organization
Ability to comprehend the necessary related documentation such as credit applications, credit reports, invoices and statements
Ability to demonstrate professionalism & diplomacy to include telephone etiquette
Must be detail-oriented, organized and have the ability to prioritize workflow while working on several projects at any given time
Computer Skills: Microsoft Office Products to include Excel & ERP capabilities

Responsibilities

monitoring and maintaining accounts
identifies overdue accounts
maintains accurate account adjustments adhering to corporate credit and collections policies and procedures
Obtains credit reference requests on new accounts
verifies credit worthiness by utilizing the credit bureau data
Enters customer credit and COD account information into the ERP
maintains current customer contact information
Obtains credit bureau and credit reference information for credit line reviews for existing accounts
Collaborates with the Credit Manager and other department leaders to support the overall financial goals and objectives
Assists Credit Manager with file maintenance
Advises the Credit Manager of non-routine reporting transactions
Responds to inquiries from the Credit & Manager regarding special reporting requests
Sets and changes credit terms as instructed by Credit Management
Ensures compliance with corporate credit policy
Conducts collection calls on overdue accounts
Researches and resolves customer charge backs
Updates tax exemption status and maintains current tax status files on customer accounts
Monitors department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy
Processes weekly aging reports as required
Assists with the processing of new credit applications