Credit and Collections Assistant
4 weeks ago
Empower your future at U.S. Electrical Services, Inc.
USESI is one of the country's largest independent electrical wholesale distributor comprised of multiple regional businesses, over 100 years of experience, and more than 2,000 employees.
CUSTOMERS SERVED:
Internal and external customers:
• Internal - Branch personnel, credit office staff, Region Credit Manager, and service center personnel
• External customers - all customers that purchase products, on open account, cash, cod, and credit card
REPORTS TO:
• Region Credit Manager
ADMINISTRATIVE
• The employee must have the abilities to perform and comply with USESI's Credit Policies and
procedures as documented in the Standard Practice Manual (SPI).
• Perform credit investigations for new accounts and existing accounts.
• Grant credit approval.
• Process job accounts and send preliminary lien notices as required by state statute.
• Account maintenance in Solar to set up new accounts, make changes, update account
information, and deleting accounts.
• Draft lien waivers per customer requests and payments received.
• Track and maintain detailed spreadsheet of disputes and status for largest credit customers.
• Collection calls.
• Special projects and other duties.
• Payment reconciliation
o Assist in reconciling cod, cash, and credit card accounts
o Submit customer refunds
o Submit Account adjustments to Cash App
COLLECTIONS
• Maintain relationships with Br. Managers and external customers.
• Recommend best method of collection on delinquent accounts in collaboration with the Region
Credit Mgr., Br Mgr. , Sales Mgr., & or Reg. Pres.
• Escalate collection activities as required by business circumstances.
• Assist the Reg. Credit Manager to maintain and enforce USESl's lien and bond rights at all times.
• Ensure customer adherence to USESI's standard terms and conditions with accordance to the
SPI.
• Placing accounts on credit hold in collaboration with the Reg Credit Mgr. , PC Mgr. & and or Reg
President.
• Research and report payment deductions to the customer, Br. Manager and Sales to ensure the
efficient and timely resolution of customer deductions.
• Negotiate differences with customers and make arrangements for payment and dispute
resolution.
• Develop a thorough understanding of the issues involved and proactively develop solutions
• Reconcile payment/statement issues with the customer.
• Maintain effective professional communication with the customer, Reg Credit Manager , Branch
Manager and sales reps.
• Maintain documented information i.e., invoice copies, proofs of delivery, finance charges, sales
problems, etc.
• Thoroughly document all collection and follow up conversations in Solar (operating system).
• Process and send correspondence to customers to resolve collection, reconciliation issues, and
sales disputes.
• Present: payment, status, plan, information to management for credit meetings.
ESSENTIAL SKILLS AND COMPETENCIES
• Excellent verbal and written communication skills
• College degree preferred will consider related experience in lieu of degree
• Experience in credit and collections
• Negotiation skills
• Microsoft Office Suite software (proficiency with Excel a must)
• Detail oriented
• Excellent math skills
• Must be a self-starter who can handle a heavy volume of work and be able to handle multiple
tasks at the same time
• Able to solve problems
• Maintaining a pleasant personality under stress
Job Type: Full-time
Required experience: Credit/Accounting: 3 years
At USESI, we believe that our benefits should make a difference-to you, your job, and the life you lead outside of work. We are dedicated to supporting our most valuable asset, our employees
Full-time employees are eligible for the following comprehensive benefit plan:
- Medical, Dental, Vision, Rx coverage
- Paid parental leave
- TeleMedicine
- Matching 401(k)
- Company-paid Life Insurance + (AD&D)
- Supplemental Life Insurance
- Short and Long Term Disability
- Flexible Spending Accounts
- Flexible paid time off
- Employee Assistance Program (EAP)
- Choice of Voluntary Benefits including identity theft
It is the policy of USESI and its affiliates to consider applicants for all positions without regard to race, color, religion, creed, gender, gender identity, national origin, age, disability, marital or veteran status, or any other legally protected status.
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