Credit Specialist

FORTÉ • Lenexa, KS

5d

About The Position

At FORTÉ, every role plays a part in reimagining how the modern workplace works. Whether you're on the front lines with customers or behind the scenes making things run, your work helps people connect, collaborate, and get things done. From classrooms to control centers, we design and deliver the systems that power smarter, more connected workplaces – and it all starts with the people who make them possible. FORTÉ (formerly AVI Systems) is a 100% employee-owned company with 50+ years of experience and a bold new identity.

Requirements

• Experience with Customer Service and client communications
• Familiarity with accounting and contracting software programs
• Intermediate Excel and Data management analysis
• Communication and strong problem-solving skills
• Ability to share job knowledge with teammates and regional personnel as necessary
• Strong analytical and multi-tasking skills
• 2 Years of position related experience
• Sense of discretion and willingness to maintain strict confidentiality of pertinent company and client information

Responsibilities

• Review and approve equipment and design build orders for project creation. Verifying that each order is complete/accurate and ready for processing by the Purchasing and Project teams.
• Provide customer support, guidance and training to the various Branch Offices as it relates to Orders being submitted for review.
• Record daily cash receipts and identify/resolve any discrepancies, prior to system posting.
• Review new customer account applications, confirm the accuracy of customer setup and evaluate appropriate credit limits, based upon Credit Tools and Financial Data.

Benefits

• Healthcare, vision & dental coverage to keep you and your family well
• Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) for more control over your healthcare dollars
• Employer-paid life and disability insurance for added peace of mind
• 401(k) with company match to invest in your future
• Employee Stock Ownership Plan (ESOP) so you benefit directly from our shared success
• Tuition reimbursement and ongoing learning opportunities to support your growth
• Employer-paid employee assistance program to care for your physical, mental, and financial health
• Paid time off that helps you truly disconnect

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed