Credit Specialist

Holt of California•Pleasant Grove, CA

2d•$25 - $33•Onsite

About The Position

Holt of California is a Caterpillar dealer that sells and services construction equipment, forklifts, and power-generation equipment. The Credit Specialist position is located in Pleasant Grove, California. The role maximizes accounts-receivable collections while maintaining customer goodwill. It reviews customer accounts, investigates and resolves payment issues, communicates with customers and internal parties, and recommends appropriate credit or collection actions.

Requirements

High school diploma or GED, or three to five years of relevant work experience and/or training and education.
Ability to write reports and business correspondence.
Ability to present information effectively and respond to questions from managers and customers.
Ability to calculate figures and amounts such as discounts, interest, and percentages.
Knowledge of methods and remedies for collecting delinquent accounts, investigative techniques and sources for locating people, applicable Civil Code provisions, and basic business math.
Ability to interpret written and oral instructions.
Ability to read, analyze, and interpret general business periodicals, technical procedures, and governmental regulations.
Valid driver's license and clean DMV report.

Responsibilities

Review accounts-receivable aging reports and determine appropriate collection efforts.
Receive detailed information about outstanding invoices and credits.
Reconcile customer accounts and investigate and resolve short payments and disputed charges.
Create extended payment contracts as approved by the Credit Manager.
Handle small-claims proceedings, including filing and follow-up.
Seek input from other departments when necessary.
Discuss initial customer-contact strategy with a supervisor using retrieved facts.
Initiate written and telephone communication with internal and external parties.
Explain terms and provisions for open accounts and contracts.
Advise the supervisor when additional case-specific action, such as legal small claims, is required.
Collect delinquent accounts.
Review customer records and recommend credit-limit extensions or other collection actions based on payment history and purchase activity; exchange credit-rating and forwarding-address information with credit associations and other businesses as appropriate.
Interview customers in person or by telephone to investigate complaints or correct account errors.
Perform other duties as assigned.