Credit & Customer Account Clerk
About The Position
The Credit & Customer Account Clerk is responsible for accurately processing and applying customer credits in accordance with company policies, service contracts, and approved damage claims. This position plays a vital role in maintaining accurate customer account balances while ensuring credits are issued promptly and correctly. The Credit & Customer Account Clerk works closely with the Sales, Service, Delivery, and (accounting) departments to verify completed transactions, reconcile outstanding items, and ensure customer orders are properly closed following delivery and installation.
Requirements
- High school diploma or equivalent required
- Previous experience in accounting, accounts receivable, credit administration, or customer account management preferred.
- Strong attention to detail and commitment to accuracy.
- Excellent organizational and time management skills.
- Ability to prioritize multiple tasks and meet deadlines.
- Strong problem-solving and analytical abilities.
- Effective verbal and written communication skills.
- Proficient with Microsoft Office, particularly Excel, and experience using ERP or accounting software.
- Ability to work independently while collaborating effectively with multiple departments.
- Understanding basic accounting principles and credit processing.
- Ability to analyze invoices, contracts, and supporting documentation.
- Strong data entry and recordkeeping skills.
- Professional judgment in handling confidential financial information.
- Ability to build positive working relationships across departments.
- Commitment to accuracy, accountability, and continuous improvement.
Nice To Haves
- associate degree in accounting, business, or related field preferred.
- Experience in the appliance, wholesale, retail, or distribution industry is a plus.
Responsibilities
- Review and process customer credits for service contract claims, damaged merchandise, pricing adjustments, and other approved credit requests.
- Verify supporting documentation to ensure all credits comply with company policies and authorization requirements.
- Apply credits accurately to customer accounts in a timely manner.
- Research discrepancies involving customer accounts, invoices, deliveries, and service work.
- Collaborate with the Sales Department to ensure customer orders are properly completed and closed after delivery and installation.
- Communicate with Service, Delivery, Warehouse, and (Accounting) teams to resolve outstanding issues affecting customer accounts.
- Monitor open transactions and follow up on missing documentation or approvals.
- Maintain accurate records of all credit activity and supporting documentation.
- Assist with account reconciliations and month-end closing activities related to customer credits.
- Ensure compliance with company policies regarding credit approvals and account adjustments.
- Provide excellent internal customer service by responding promptly to questions regarding account credits and order status.
- Perform additional administrative and (accounting) duties as assigned.
- Customer Return Material Authorizations (RMA)
- Returns to Vendors (RTV)
- Vendor rebates and incentive programs, and inventory transfers between locations
Benefits
- Competitive hourly pay
- Overtime opportunities
- Health, dental, and vision insurance
- Paid time off and holidays
- Retirement savings plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
