Credit Specialist
4 months ago
Maximize collection of accounts receivable while maintaining customer goodwill.
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.
- Initiate written and phone communication with customer.
- Explains terms and provisions on both open accounts and contracts.
- Advises supervisor of additional action required (i.e., legal) 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 may be 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.
- High school graduate or General Education Degree (GED).
- 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.
- Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
- Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
- Ability to apply common sense understanding to carry out instructions furnished in written, or oral instructions.
- Ability to deal with problems involving a few concrete variables in standardized situations.
Must have a valid California driver's license and clean DMV report.
OTHER SKILLS AND ABILITIES
- Ability to calculate figures and amounts such as discounts, interest and percentages.
- Ability to apply concepts of basic algebra.
- Ability to read, analyze, and interpret general business periodicals, technical procedures, or governmental regulations.
- Ability to write reports and business correspondence. Ability effectively present information and respond to questions from managers, clients, customers and general public.
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:
- Use hands and fingers to handle and feel objects, tools, controls and 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, frequently lift and/or move up to 50 pounds.
WORK ENVIRONMENT
Employee will regularly work near moving mechanical parts and occasionally work in outside weather conditions and exposed to wet and/or humid conditions. The noise level in the work environment is usually loud.
-
Credit Specialist
2 days ago
Pleasant Grove, Alabama, United States Holt of California Full timeJob SummaryWe are seeking a highly skilled Credit Specialist to join our team at Holt of California. As a Credit Specialist, you will be responsible for maximizing the collection of accounts receivable while maintaining customer goodwill.Key ResponsibilitiesReview aging reports on accounts receivable to determine appropriate collection efforts.Reconcile...
-
Credit Specialist
2 weeks ago
Pleasant Grove, Alabama, United States Holt of California Full timeJob SummaryWe are seeking a highly skilled Credit Specialist to join our team at Holt of California. As a key member of our financial operations team, you will be responsible for maximizing the collection of accounts receivable while maintaining excellent customer relationships.Key ResponsibilitiesReview and analyze aging reports to determine effective...
-
Credit Analyst
2 weeks ago
Pleasant Prairie, Wisconsin, United States Uline Full timeJob SummaryWe are seeking a highly skilled Financial Health Specialist to join our Finance team at Uline. As a Loan Evaluation Expert, you will be responsible for evaluating the financial health of loan applicants, preparing detailed reports, and making informed credit decisions.Key ResponsibilitiesFinancial Analysis: Perform thorough reviews of financial...
-
Risk Management Specialist
1 week ago
Cottage Grove, Wisconsin, United States Summit Credit Union Full timeJob SummaryWe are seeking a highly skilled and experienced Risk Management Specialist to join our team at Summit Credit Union. As a key member of our organization, you will be responsible for identifying and managing vendor risks, ensuring they align with our credit union's risk tolerance.Key ResponsibilitiesProactively identify and manage vendor risks in...
-
Cottage Grove, Wisconsin, United States Summit Credit Union Full time{"title": "Member Relationship Specialist", "description": "Build Meaningful Connections with MembersWe are seeking a skilled Member Relationship Specialist to join our team at Summit Credit Union. As a key member of our contact center, you will be responsible for providing exceptional service to our members, answering their questions, and helping them...
-
Financial Credit Specialist
3 weeks ago
Pleasant Prairie, Wisconsin, United States RippleMatch Opportunities Full timeThis role is with ULINE Inc. ULINE Inc. uses RippleMatch to find top talent.Credit AnalystCorporate HeadquartersAs a vital member of our expanding Finance division, the Credit Analyst will assess the financial viability of loan applicants, generate analytical reports, make informed credit decisions, and propose credit limits for our clientele.Collaboration...
-
Network Operations Specialist
5 days ago
Cottage Grove, Minnesota, United States Summit Credit Union Full timeNetwork Operations SpecialistSummit Credit Union is seeking a highly skilled Network Operations Specialist to join our IT department. As a key member of our team, you will be responsible for designing, developing, and maintaining our network infrastructure, ensuring the highest levels of security and performance.Key Responsibilities:Install, configure, and...
-
Senior Risk Management Specialist
2 weeks ago
Cottage Grove, Wisconsin, United States Summit Credit Union Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Risk Management Specialist to join our team at Summit Credit Union. As a key member of our organization, you will be responsible for identifying and managing vendor risks, ensuring they align with our credit union's risk tolerance.Key ResponsibilitiesRisk Identification and Management:...
-
Accounts Payable Specialist
7 days ago
Pleasant Grove, Utah, United States Holt of California Full timeAccounts Payable Specialist Job DescriptionHolt of California is a leading Caterpillar dealer, offering a wide range of equipment and services. We are seeking an experienced Accounts Payable Specialist to join our team.Job SummaryWe are looking for a detail-oriented and organized professional to process vital tasks that will maintain our dealership's...
-
Earthmoving Sales and Service Specialist
3 weeks ago
Pleasant Grove, Utah, United States Holtca Full time**Job Summary**Holtca is seeking a highly skilled and experienced Earthmoving Sales and Service Specialist to join our team. As a key member of our Earthmoving Division, you will be responsible for representing our company to customers and other businesses within a parts and service sales territory.**Key Responsibilities**• Provides sales and marketing...
-
Member Support Specialist
3 weeks ago
Forest Grove, Oregon, United States Wauna Credit Union Full timePosition OverviewAre you equipped with exceptional communication, customer engagement, and problem-solving abilities? If you resonate with a People Helping People ethos and have a passion for making dreams a reality, this role may be the perfect fit for you.This role is pivotal in addressing the needs of our members in the lobby. The primary duty is to apply...
-
Customer Engagement Specialist
4 weeks ago
Forest Grove, Oregon, United States Wauna Credit Union Full timePosition OverviewAre you equipped with exceptional communication, customer care, and problem-solving abilities? If you resonate with a People Helping People ethos and are passionate about making dreams a reality, this role could be a perfect fit for you.This role is primarily focused on addressing the needs of our members in the lobby. The main duty is to...
-
Member Solutions Specialist
3 weeks ago
Cottage Grove, Wisconsin, United States Summit Credit Union Full timeAbout the RoleSummit Credit Union is seeking a highly skilled and customer-focused professional to join our contact center team as a Contact Center Lender. If you have a passion for helping people achieve their financial goals and providing exceptional service, this role may be the perfect fit for you.Key ResponsibilitiesLoan ProcessingPrepare and review...
-
Customer Service Representative
5 days ago
Cottage Grove, Wisconsin, United States Summit Credit Union Full timeRelationship Building SpecialistWe are seeking a skilled Relationship Building Specialist to join our team at Summit Credit Union. As a key member of our customer service team, you will be responsible for providing prompt, courteous, and thorough assistance to members and potential members using the telephone.Key Responsibilities:Provide exceptional customer...
-
Accounts Payable Specialist/ Processor
2 months ago
Pleasant Grove, United States Holt of California Full timeJob DescriptionJob DescriptionHolt of California is proud to be part of the elite group of Caterpillar dealers worldwide. We sell, rent and service 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.POSITION SUMMARYAre you a detail-oriented,...
-
Customer Service Representative
2 weeks ago
Cottage Grove, Wisconsin, United States Summit Credit Union Full timeJob Summary: We are seeking a skilled Customer Service Representative to join our team at Summit Credit Union. As a Relationship Building Specialist, you will be responsible for providing exceptional service to our members through prompt, courteous, and thorough assistance via the telephone.Key Responsibilities:Provide timely and effective support to members...
-
Credit And Collections Specialist
3 weeks ago
Downers Grove, United States Aston Carter Full timeJob Title: B2B Collections Job Description As a B2B Collections Specialist, you will be responsible for collecting debts exclusively from businesses, not individuals. Your daily tasks will involve making calls, sending formal emails, and processing payments over the phone. The companies you will be collecting from are primarily in the service or construction...
-
Contact Center
1 month ago
Cottage Grove, United States Summit Credit Union Full timeDo you enjoy creating and deepening relationships with members over the phone? If yes, this is the role for you. This position is responsible for prompt, courteous, and thorough assistance to members and potential members using the telephone and other member access points. Candidates would be comfortable recommending Credit Union products and services that...
-
Contact Center
4 weeks ago
Cottage Grove, United States Summit Credit Union Full timeDo you enjoy creating and deepening relationships with members over the phone?If yes, this is the role for you.This position is responsible for prompt, courteous, and thorough assistance to members and potential members using the telephone and other member access points.Candidates would be comfortable recommending Credit Union products and services that...
-
Peak Contact Center
2 months ago
Cottage Grove, United States Summit Credit Union Full timeDo you enjoy creating and deepening relationships with members over the phone? If yes, this is the role for you. This part time (15-19 hours) position is responsible for prompt, courteous, and thorough assistance to members and potential members using the telephone and other member access points. Candidates would be comfortable recommending Credit Union...