Credit Service Representative

Peterson Tractor Company•Hillsboro, OR

5d•Onsite

About The Position

Peterson Cat is hiring an experienced Credit Services Representative based at its Hillsboro, Oregon location. The role monitors and collects company receivables, with an emphasis on delinquent accounts. It analyzes customer records and correspondence to maintain accurate records, mitigate risk, adjust credit limits, resolve disputes, coordinate credit meetings with operational departments, and recommend and follow Corporate Credit Policies. The representative works closely with Cat Financial to promote Cat Commercial as a resource and solution for Peterson’s customers. The position provides customer service, pursues collection of delinquent accounts, develops customer relationships and payment solutions, and coordinates with operational staff on collection efforts. It also evaluates credit exposure and account status, handles reports and credit meetings, manages accounts referred to collections or legal action, and processes account reconciliations and related documents. Other duties may be assigned. Regular, punctual, and predictable attendance is required.

Requirements

Associate degree from a fully accredited college in Business or a closely related field, and at least three years of directly related credit-collections experience, preferably in a heavy industrial environment; or an equivalent combination of education and work experience.
Ability to perform essential duties satisfactorily and safely, in alignment with Peterson’s core values.
A drug screen and background check are required.

Responsibilities

Provide superior customer service in all aspects of the job.
Initiate collection efforts on delinquent accounts and develop customer relationships to support those efforts.
Develop and recommend payment solutions for delinquent customers.
Coordinate with operational employees to aid collection efforts.
Evaluate customer records and reduce or extend credit lines, or place credit holds, based on account analysis.
Monitor additional exposure on delinquent accounts and consult with department managers, account representatives, and the supervisor on marginal credit issues.
Prepare and facilitate regular credit meetings with operational personnel to review delinquent accounts and disputes.
Run, update, and distribute monthly reports.
Determine and manage accounts sent to collections or legal action.
Determine monthly chargebacks and write-offs of unrecoverable accounts and present them to the supervisor, account representatives, and department manager.
Notify operational staff of items affecting cost centers.
Prepare and file pre-liens on rental equipment as necessary, issue releases in exchange for payments, and file stop notices and mechanic’s liens.
Refer accounts to an attorney as necessary with supervisor approval and follow up on daily activity.
Recover bad debt through appropriate channels when necessary.
Reconcile assigned accounts, provide requested documents, execute credit references, and process return mail.
Maintain punctual, regular, and predictable attendance.