Associate- Credit Service Operations

2 weeks ago

Indianapolis, United States MacAllister Machinery Full time

Description Position at MacAllister Machinery ObjectiveThis individual will provide support to incoming questions from customers regarding their account with a goal of always providing assistance in a quick, friendly and efficient manner. Assist and sometimes orchestrate clerical functions necessary to the fulfillment of other departments' functions, including the mailing of invoices and personal property tax filings.ResponsibilitiesResponds to customer questions and concerns to resolve issues they may be experiencing.Communicates information to customers regarding their accountsMaintains an orderly work areaCollect credit reports on new customersCall trade references regarding new customersCoordinate delivery of credit packet to Manager for new account decisionsEnter/scan documents, track and generally assist in both the establishment of new accounts and the maintenance of existing accounts.Pull historical data and information regarding existing and past customersAssist Manager in the prompt establishment of new accounts and communicating to branches/sales the status of accountsPlace Certificates of Insurance into the system and confirms the appropriateness of eachAssists IT in the mailing of multi-page invoices and multi-invoice customersAssist others in the Department in making inquiry into historical transactions in customers' accounts, especially soon after Statements are mailed out the first of each month.Determines need for COD accounts and reports those needs to ManagerCreate, stuff, and mail monthly customer statementsQualificationsKnowledge, skills and abilities typically acquired through a high school education with technical trainingMinimum of 2 years of experience as a full time Customer Service RepresentativeHigh level of interpersonal skills and the ability to work as a team playerGreat customer service skillsGreat communication skills including the ability to exhibit a high degree of tact, diplomacy and discretionExcellent organizational skillsMust present a cordial, pleasant, professional, informed, compliant demeanor to customers in an almost 'urgent' manner.Must respond to all customer and internal queries in a more than timely manner Needs to quickly develop an understanding and appreciation for general A/R and A/P processes, as well as open account parameters and processes, including credit report, guarantees, large corporate practices, sales tax exemption, insurance requirements, ACCORD forms, and other rudimentary business transactions.The duties and responsibilities described here are not a comprehensive list, and the scope of the job may change as necessitated by business demands.All MacAllister Machinery companies are an Equal Employment Opportunity Employer, including Disabled and Veteran applicants.

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