Credit Service Representative
About The Position
The Credit Service Representative manages customer credit and delinquency-related matters, including monitoring credit holds, contacting customers about overdue payments, negotiating payment schedules, and offering alternative payment terms when open-account terms cannot be extended. The role reviews credit information and financial ratios to establish or update customer credit limits, and works with customer accounts payable teams and internal departments to resolve and track deductions. It also uses software and Microsoft Office tools to evaluate credit limits, monitor accounts, prepare correspondence, and conduct analysis. This is an hourly, fully on-site office position in Bradford, Pennsylvania. Work hours must be flexible to accommodate busy seasons and provide coverage for other staff.
Requirements
- Associate degree in a relevant field, or a similar combination of education and experience.
- 1–2 years of experience in a relevant field, or a similar combination of education and experience.
- Demonstrated proficiency with Microsoft Office Suite.
- Flexible work hours to accommodate busy seasons and provide backup for other staff.
Nice To Haves
- Knowledge of AX and D365 operating systems.
Responsibilities
- Read industry and trade group correspondence about common delinquent accounts and industry solutions.
- Communicate with internal and external parties.
- Monitor orders on credit hold; contact delinquent accounts to arrange payment and negotiate payment schedules when customers cannot pay immediately.
- Offer customers alternative payment terms when open-account terms cannot be extended.
- Work with customer accounts payable departments and internal departments to resolve deductions, and track open and closed deductions to maintain current, accurate information.
- Review credit information for new customers and set credit limits on new accounts.
- Review and update credit limits on existing accounts.
- Perform and review financial ratio analysis for certain customer accounts to help assign credit limits.
- Use software packages to evaluate credit limits and monitor accounts, and use Microsoft Word and Excel for credit correspondence, analysis, and review.
- Participate in department meetings to discuss open customer account balances.
- Adjust work hours to accommodate busy seasons and provide backup for other staff.
- Assist in reviewing customer compliance guides.
- Perform related duties or special assignments as directed.
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What This Job Offers
Job Type
Full-time
Education Level
Associate degree
