Financial Credit Specialist

2 weeks ago

West Chicago, Illinois, United States The Jel Sert Company Full time

For nearly a century, The Jel Sert Company has dedicated itself to producing high-quality, high-value food and beverage products that foster connections among people. Jel Sert has been recognized as a Great Place to Work since 2022. We are currently seeking a committed and enthusiastic individual to become part of our team as a FINANCIAL CREDIT SPECIALIST. If you are searching for a workplace that promotes personal development, accountability, and a collective vision for crafting exceptional products that create lasting memories, then Jel Sert is the right fit for you.

The Financial Credit Specialist plays a crucial role in the daily processing of customer sales invoices, managing deductions documentation, and assisting the Credit team in all facets of customer interactions and activities.

This position may require the employee to work additional hours as necessary. Overtime will be determined based on individual job responsibilities and departmental needs.

KEY RESPONSIBILITIES include, but are not limited to:

This job description serves as a summary of typical functions. Duties, tasks, and responsibilities may vary from the description provided.

  • Accurate data entry of cash receipts, ACH, and manual deposits into the current Accounts Receivable system.
  • Adjust invoices to reflect discrepancies in discount amounts.
  • Generate debits on customer accounts for deductions or short payments, assigning the appropriate reason code to each debit.
  • Verify and reconcile daily cash receipts.
  • Process customer invoices on a daily basis.
  • Create new customer Bill To/Ship To records in QAD and maintain existing customer business relations profiles.
  • Upload customer documents in Exceedra for use in resolving deductions.
  • Manage the Deductions inbox on a daily basis.
  • Assist with special projects as assigned by the Credit Manager.
  • Provide backup for other departmental functions as needed.

QUALIFICATIONS: To excel in this role, an individual must be capable of performing each specific duty satisfactorily with minimal supervision.

EDUCATION, SKILLS, AND EXPERIENCE

  • At least one year of experience in a business office environment is required.
  • Experience in accounting is preferred.
  • Basic to intermediate proficiency in Microsoft Office Suite is necessary.

KNOWLEDGE, SKILLS, AND ABILITIES

  • Ability to enter data accurately with minimal errors.
  • Excellent communication skills with the ability to interact effectively and professionally across various functional groups.
  • Strong interpersonal skills, approachable demeanor, and flexibility. Must be able to work collaboratively and proactively with internal and external stakeholders at all levels.
  • Resourceful and innovative problem solver.
  • Strong organizational, time management, and problem-solving abilities, capable of working independently or as part of a team.
  • Must be a self-starter and independent thinker with the ability to respond quickly to situations.
  • Demonstrated ability to manage multiple tasks and/or projects simultaneously with minimal assistance in a fast-paced, results-oriented environment.
  • Experience with an ERP system is a plus.

BENEFITS:

  • Medical, Dental, and Vision Insurance
  • 401(K) & ROTH Plan with Company Match
  • Life Insurance
  • Supplemental Insurance
  • Paid Time Off plus Paid Holidays
  • Employee Assistance Program offering comprehensive emotional, financial, physical, and social well-being resources.
  • Continuous learning opportunities through various platforms and resources.

ADVANTAGES OF WORKING AT JEL SERT:

  • Training and Career Development Opportunities
  • Referral Program
  • Tuition Reimbursement
  • Discounts on our Delicious Products
  • Health Club Membership Reimbursement
  • Engaging Company Culture with Interactive Activities
  • Employee Service Awards
  • Company Philanthropy Initiatives

PHYSICAL DEMANDS: Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

  • Balancing: Maintaining body equilibrium to prevent falling when walking, standing, or crouching on narrow or slippery surfaces.
  • Stooping: Bending body downward and forward by bending the spine at the waist.
  • Kneeling: Bending legs at the knee to rest on knees.
  • Reaching: Extending hands and arms in any direction.
  • Standing: Remaining upright on feet, particularly for extended periods.
  • Walking: Moving about on foot to accomplish tasks, especially over long distances.
  • Pushing: Using upper extremities to press against something with steady force.
  • Pulling: Using upper extremities to exert force to draw or haul objects.
  • Lifting: Raising objects from a lower to a higher position or moving objects horizontally.
  • Fingering: Picking, pinching, typing, or otherwise working primarily with fingers.
  • Grasping: Applying pressure to an object with fingers and palm.
  • Feeling: Perceiving attributes of objects through touch.
  • Talking: Expressing or exchanging ideas verbally.
  • Hearing: Perceiving sounds at normal speaking levels and receiving detailed information through oral communication.
  • Repetitive motions: Making substantial movements of wrists, hands, and/or fingers.
  • Medium work: Exerting up to 50 pounds of force occasionally, and/or up to 20 pounds of force frequently.
  • Close visual acuity for preparing and analyzing data, viewing computer terminals, and extensive reading.

WORK ENVIRONMENT:

Remote, work from home unless business needs require office attendance.

FOOD SAFETY AND QUALITY RESPONSIBILITIES:

Adhere to applicable procedures and work instructions.

IMPACT ON JEL SERT SUCCESS:

This role ensures the timely posting of cash and credit deposits, which directly influences company profitability.

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