Credit Specialist

1 week ago

Pleasant Grove, California, United States Holt of California Full time
Holt of California is proud to be part of the elite group of Caterpillar dealers worldwide. We sell service and rent a wide-variety of equipment Including Large and Small Construction Tractors, Forklifts, and Prime/Stand-by-Power Generation.

THIS POSITION IS LOCATED IN PLEASANT GROVE CA.

POSITION SUMMARY

Maximize collection of accounts receivable while maintaining customer goodwill by performing the following duties.

QUALIFICATIONS REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL FUNCTIONS
  • Reviews aging reports on accounts receivable to determine appropriate collection efforts.
  • Receives detailed information stored in computer regarding outstanding invoices and credits.
  • Reconciles customer accounts. Investigates and resolves short payments and disputed charges.
  • Creates extended payment contracts as approved by Credit Manager.
  • Handles all small claims proceedings including filing and follow up.
  • Seeks input from other departments when necessary.
  • Discusses initial customers contact strategy with supervisor based on retrieved facts.
  • Initiates written and phone communication with internal and external parties.
  • Explains terms and provisions on both open accounts and contracts.
  • Advises supervisor of additional action required (i.e., legal small claims) on a case specific basis.
  • Collects delinquent accounts.
  • Evaluates customer records and makes recommendations on customer accounts by viewing for extending credit limit, pursuing other collection actions based on payment history and purchase activity of customer or confers with representatives of credit associations and other businesses to exchange information concerning credit ratings and forwarding addresses.
  • Interviews customers in person or by telephone to investigate complaints, or to correct errors in accounts.
  • Other duties as assigned.
QUALIFICATIONS
  • Accountability - Ability to accept responsibility and account for his/her actions.
  • Accurate - Ability to perform work accurately and thoroughly.
  • Analytical Skills - Ability to use thinking and reasoning to solve a problem.
  • Assertiveness - Ability to act in a self-confident manner to facilitate completion of a work assignment or to defend a position or idea.
  • Customer Oriented - Ability to take care of the customers' needs while following company procedures.
  • Detail Oriented - Ability to pay attention to the minute details of a project or task.
  • Organized - Possessing the trait of being organized or following a systematic method of performing a task.
  • Problem Solving - Ability to find a solution for or to deal proactively with work-related problems.
EDUCATION AND/OR EXPERIENCE

High school diploma or general education degree (GED) or three to five years related experience and/or training, or equivalent combination of education and experience.

Proficient at Microsoft Word, Excel and Proprietary Time Value software.

SKILLS & ABILITIES
  • Ability to read, analyze, and interpret general business periodicals, technical procedures, or governmental regulations.
  • Ability to write reports and business correspondence.
  • Ability to effectively present information and respond to questions from managers, clients, customers and general public.
  • Ability to calculate figures and amounts such as discounts, interest and percentages.
  • Ability to apply concepts of basic algebra.
  • Ability to learn, interpret, and apply to specific cases the provisions of laws and rules, or regulations enforced or administered; deal with people tactfully; prepare reports; analyze situations accurately and take effective action.
  • Knowledge of methods used and remedies available for collection of delinquent accounts; investigative techniques and sources of information used in locating persons; provisions of the Civil Code relating to the collection of account; and competence in basic business math calculations.
  • Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written and oral form.
CERTIFICATES, LICENSES, REGISTRATIONS

Must have a valid driver's license.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands and fingers to reach with hands and arms. The employee is also regularly required to talk and hear. The employee is occasionally required to stand, walk, and sit.

The employee must regularly lift and/or move up to 10 pounds.

Apply at

COMPENSATION

Pay Range: $ $30.00 Hourly

Pay Range Dependent on Knowledge, Skills, and Ability.

Wage depends on knowledge, skills and ability to perform the responsibilities of the job.

WHY WORK FOR HOLT OF CALIFORNIA?

Excellent company paid benefits, paid life insurance,401(k), and profit sharing plan. Paid vacations and holiday.

Holt is an Equal Opportunity Employer M/F/V/DV. Holt provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, age, national origin, physical or mental disability, all applicable veteran status or disabled veteran status.

For more information about our California Employee Privacy Policy, please click on link below.

Privacy Policy

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)

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