Credit Service Representative

4 weeks ago


North Hollywood, United States Bobrick Full time
Summary:

This position provides effective credit service with minimal errors (as outlined in checklist), timely response to internal/external customers with a high level of accuracy and efficiency. This position is required to meet all company and departmental standards and guidelines.

  • Monitoring accounts on a daily basis, identifying outstanding receivables and timely collections using statements and invoices, as needed.
  • Resolving past due balances and reconciliation issues, including discrepancies and chargebacks, within our policy guidelines which requires working with clients, then escalating to internal departments for review and validation in a timely manner
  • Experience in credit risk including reviewing managing orders pending release and whether orders can be released based on historical data, Experian and conducting credit reviews (bank/trade references).
  • Processing credit card payments
  • Prefer experience in construction and/or manufacturing background.
  • Proficient in Modules E and F, with some knowledge and understanding at the G levels.
  • Work in team environment to meet department goals for setting up new accounts; accuracy guidelines; productivity standards and supporting members who are backlogged.
  • Express and work towards department and system improvements (includes participation in company Method Improvement Program).
  • Utilize excellent written and verbal communication skills to effectively interface with coworkers, internal and external domestic, international and branch-based customers to resolve account concerns in a clear and positive manner.
  • Possess excellent listening skills in order to apply self-start, judgment, critical thinking and problem solving techniques to effectively assess customer needs and resolve concerns.
  • Respond to all inquiries via phone, email and/or in person within a timely manner and per department standards.
  • Responsibilities include, but are not limited to:
  • Identify when PIA & COD emails should be sent
  • Handle customer concerns on incorrect billings and/or refund requests
  • Understanding credit policy/discounts and merchandise returns and resolving debit memos
  • Assign specific locations for work in process; ensure work is accessible to other team members during an absence
  • Respond to customer inquiries on debit/credit memos
  • Understand A/R applications and adjustment sheets
  • Support and represent the department in a professional manner.
  • Bring problems to supervisor's attention prior to involving other department's managers or supervisors. Inform supervisor and/or team leader when workload prevents standards from being met.
  • Develop a personal and/or career growth and training program with department manager.
  • Present concerns in a problem-solving manner.
  • Have good knowledge of department Credit Policies and Procedures.
QUALIFICATIONS
  • Working knowledge of Microsoft Office, Word, Excel, etc.). Preferably intermediate level.
  • Two-Three years credit/collections experience
  • Prefer experience in construction and/or manufacturing background.
  • Ability to understand and apply basic accounting principles.
  • Must have the ability to effectively communicate both orally and in writing
  • Must be able to deal tactfully with customers and their representatives.
  • Knowledge of the collection process, invoicing and payment applications a plus.
  • Ability to work in a fast-paced environment, which also requires multi-tasking, responding to internal/external clients same day and shifting priorities as needed.
  • Ability to work independently with minimal, routine direction as well as working in a team environment
  • Must be able to use judgment and decision making skills in resolving customer concerns.
  • Must be able to work to time sensitive deadlines a majority of the time.


Pay: $29.74 - $37.17 per hour

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