Credit Representative
About The Position
The purpose of the Credit Representative is to collect outstanding accounts receivables; to ensure appropriate levels of credit are provided to customers; to address issues and inquiries while providing a high level of customer service to both internal and external customers; and to release orders timely after confirming appropriate release from hold. All the tasks described in these Job Duties and Responsibilities are the essential functions of this job. If requested, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of their job, absent undue hardship or direct threat.
Requirements
- High School Diploma, 2 year degree preferred
- 1-3 years of experience in B2B credit and collections
- Experience with liens and lien waivers preferred
- Proven organization and time management skills, including strong multi-tasking skills
- Must be able to handle an extremely high volume of calls and work well under pressure in a fast-paced environment
- Must be a team player and able to work well with others in a team environment
- Excellent written and verbal communication skills
Responsibilities
- Contact delinquent accounts via phone and email to obtain payment commitments
- Follow up on customer payment commitments to ensure a timely payment
- Monitor order screen to determine if orders can be released from credit hold
- Provide high level of customer service to our internal and external customers
- Follow-up on customer claims and disputes to bring to a resolution and work closely with sales teams to resolve issues
- Review customer projects/jobs to determine available credit
- Monthly preparation of Credit Reports (Customer Service, Warranty and President’s Report, 90day reports, general manager reports)
- Notify Credit Management when further collection action or credit line increase is necessary
- Monitor collections to ensure company rights (liens/bond) are maintained
- Respond to requests for trade credit references
- Reconciliation of customer accounts as needed/requested
- Maintain regular, punctual and reliable physical attendance
- Work overtime as assigned
- Work cooperatively with others
- Comply with all company policies and procedures
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
