Credit Representative

Fabick Cat•Fenton, MO

7d•Onsite

About The Position

This position is responsible for researching new accounts, monitoring accounts for prompt payment and taking the appropriate action to collect past due balances. Works with the Sales Team and/or other departments as appropriate to resolve customer disputes, updating Sales Management Team and/or Credit Manager as appropriate regarding past due accounts or customer disputes.

Requirements

Current or previous collection, credit and/or customer service experience required
Excellent verbal and written communication skills with attention to detail is required
Ability to maintain a high degree of confidentiality is required
Ability to be persuasive while providing excellent customer service
Ability to prioritize heavy workload, work under pressure and multitask
Ability to effectively communicate with multiple departments
Ability to work independently and within a team environment when the scenario requires
Strong analytical and critical thinking skills required with ability to implement customized plan based on customer needs

Nice To Haves

Associate's degree in business, accounting, or finance is preferred
Proficiency in Microsoft Office Word, Excel and Outlook is preferred

Responsibilities

Manage collections for a defined portfolio of accounts
Responsible for credit and risk assessment for new credit applications utilizing credit reports and other credit tools
Obtain and review tax exemption certificates being knowledgeable of the requirements of different states and the industries utilized within
Validate and sign Lien Waivers
Provide customer service on collection issues
Process customer refunds
Review account adjustments and resolve customer account discrepancies
Work with other internal teams on resolving customer issues and disputes to ensure prompt resolution and follow through
Perform account reconciliations
Communicate and coordinate collection actions
Perform periodic credit limit analysis on existing customers
Review and releases orders on hold
Research and resolve cash posting disputes
Process customers' payments
Process and/or assist with Cat Card products
Customer number add requests
Other duties as required and assigned