Credit Representative
About The Position
The Credit Representative oversees accounts receivable and works to mitigate financial losses. The role requires knowledge of accounting principles, billing processes, credit policies, and collection regulations. The representative makes decisions on new accounts, maintains accurate account information, resolves billing issues, responds to customer questions, and manages collections. The position requires strong customer service, analytical, organizational, and attention-to-detail skills, as well as proficiency in Microsoft Office. The role also involves protecting mechanics lien and bond rights and coordinating account information and status changes with sales, customers, plants, dispatch, and the Credit Assistant.
Requirements
- High school degree required.
- One to three years of experience in credit and billing-related responsibilities.
- Working knowledge of accounting, billing, and credit policies and procedures.
- Familiarity with legal aspects of credit, collections, and construction.
- Excellent customer service and strong analytical skills; detail oriented.
- Proficiency in Excel, Word, and email.
- Ability to plan, organize, and complete project assignments in a timely manner.
- Ability to work as a team player.
- Ability to sit for long periods and, at times, stoop or bend for filing.
Nice To Haves
- Bachelor of Science degree in accounting, finance, or a related field preferred.
Responsibilities
- Approve or decline credit requests for new accounts.
- Update the sales department with account data.
- Provide invoice and payment details to sales and customers.
- Resolve payment and billing errors and inform sales.
- Handle daily customer inquiries about active or purged accounts, pricing, billing, invoices, and COD status.
- Review COD reports and adjust account status.
- Notify plant and dispatch teams of account status changes.
- Monitor COD, Permanent COD, and Legal sales and seek explanations from plants and sales.
- Distribute overdue customer contact sheets to sales.
- Review collection reports and adjust accounts.
- Distribute the COD list to the plant.
- Mail past-due letters to customers.
- List customers for demand letters for the Credit Assistant.
- Monitor demand-letter payments and escalate unpaid accounts.
- Maintain and protect mechanics lien and bond rights.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
