Credit Specialist

Dobbs EquipmentRiverview, FL
4d

About The Position

Dobbs Equipment is seeking an entry level Credit Specialist. This position will support the credit managers on a vast majority of in-house (IH) and PowerPlan (PP) account collection activity, including credit overrides, and rental requests.

Requirements

  • Valid Drivers License
  • Proficiency in Microsoft Outlook products
  • Dependability
  • Customer Service Skills
  • Ability to communicate effectively (verbal and written) with teammates and customers.
  • Strong problem-solving skills.
  • Must be able to self-manage/self-motivate.
  • PC literate, proficient with MS Office, with an emphasis in Excel and Outlook required.
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Quick learner with the ability to think out of the box.
  • Positive attitude, good organizations skills.
  • Understanding of credit and collections.
  • Ability to multi-task in a fast-paced environment.
  • Ability to manage relationships, both internally and externally, and holding teammates and customers accountable.

Responsibilities

  • Utilizes Collection Management System (CMS) consistently to assure appropriate notes are made on account activity.
  • Assists branch personnel with IH/PP issues
  • Reviews account status; Recommends and provides credit overrides for additional product support and rental sales.
  • Makes recommendations to credit managers to start credit review, when anticipating PP credit submission may not meet the needs of customer/branch.
  • Provides copies of invoices and support material to customers, enters and uploads invoices online via customer websites.
  • Reviews, determines, and prepares refund checks to customers as well as write-off requests.
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