Credit Manager

BARTLE & GIBSON•Edmonton, AB

21h•Onsite

About The Position

Bartle & Gibson is seeking a self-motivated and dependable Credit Manager with strong organizational skills and attention to detail. This role involves managing major customers within the accounts receivable portfolio, developing customer relationships, reviewing aged trial balances, verifying invoice accuracy, and collaborating with the Sales team. The Credit Manager will also handle customer inquiries, set up accounts, investigate and approve credit applications, grant credit levels, generate monthly statements, reconcile credit accounts, and follow up on outstanding accounts. The position requires minimizing company risk, implementing effective collection strategies, identifying root causes of late payments, and recommending process improvements. Additionally, the Credit Manager will be responsible for managing and supervising the credit department and completing other assigned duties.

Requirements

Minimum of a High School diploma required
Proficient in Microsoft Office applications (Excel, Word, Outlook)
Customer Service experience required
Minimum 2 years of experience working in credit required
Efficient time management including prioritizing, organizing and planning effectively to meet all deadlines
Strong math, analytical skills and problem-solving skills; ability to make quick decisions
Self-motivated; able to function effectively both independently and contribute to a team
Talent to assert themselves and communicate professionally in a clear and direct manner
Proven ability to learn quickly and work effectively in a fast-paced work environment
Excellent interpersonal skills and communication skills, both verbal and written as well as proven active listening skills
Attention to detail; ability to maintain a high level of accuracy in preparing and entering financial information
Be honest and trustworthy; maintain confidentiality of all financial files
Ability to interact effectively and professionally with all levels of management and internal/external customers
Final candidates will be required to undergo a security screening, including credit and criminal record checks. Employment is subject to screening completion that is satisfactory to Bartle & Gibson.

Responsibilities

Manage major customers within accounts receivable portfolio
Develop and maintain strong relationships with customers and internal/external partners
Conduct regular reviews of customer’s detailed aged trial balance to ensure all open items are closed within a reasonable time period
Verify the accuracy of invoices and other accounting documents
Work closely with Sales team and communicate the status of customer accounts
Handle and resolve inquiries from customers, branch staff via telephone or email
Set up customer accounts and deposit accounts
Investigate and approve credit applications to new customers
Grant credit levels to customers and/or approve increases and releases to customers
Generate customer’s monthly statements; send to customers
Reconciliation of credit accounts
Investigate questionable data and recommend actions to resolve discrepancies
Follow up with customers and conduct collection calls on outstanding accounts
Present a professional image at all times and provide quality service to all customers
Minimize company risk while sustaining healthy profitable customer relationships
Demonstrate effective risk reduction collection strategies and negotiation techniques
Proactively seek ‘root causes’ of late payments and recommend end process improvements to drive efficient and effective operational performance
Managing and supervising the credit department
Complete other duties as assigned