Credit Specialist

Job Title: Credit Specialist

About the Role:

We are seeking a skilled Credit Specialist to join our team at Puffer-Sweiven. As a Credit Specialist, you will be responsible for performing collection calls to customers, building and maintaining positive relationships with assigned customers, and researching and identifying issues attributing to account delinquency.

Key Responsibilities:

* Perform collection calls to customers and follow up with emails for past due balances in a professional manner
* Continuously build and maintain positive relationships with assigned customers
* Build relationships with sales teams through hosting monthly meetings to discuss collections efforts and accounts of concern
* Research and identify issues attributing to account delinquency and resolve them by working with the customer
* Enlist the efforts of the Sales Team and Credit Manager, when necessary, to accelerate the collection process
* Maintain and update customer information, including contact names, emails, and phone numbers in an organized manner
* Monitor and lead efforts to resolve and reduce customer disputes
* Responsible for maintaining detailed records in the tracking system of any problems, solutions, and/or explanations for any delinquent payments
* Respond to customer requests for copies of credit memos, vouchers, invoices, and statements
* Cross-train on other functions within the Department to act as backup as needed

Requirements:

* High school diploma required; Associate or bachelor's degree preferred
* A minimum of 1-2 years prior experience with credit & collections or in a related area
* Must have a good working knowledge of MS Word and MS Excel; experience with pivot tables in Excel is required
* Preferred if experience working with collection software (i.e. Getpaid, High Radius)
* Preferred if knowledge of ERP systems (i.e. Oracle) and Portal Platforms (Smart, Ariba, etc.)
* Ability to write correspondence
* Effectively communicate with internal and external customers
* Able to interact within a team environment, and towards external customers
* Maintain a positive and professional image
* Must be self-motivated and able to work independently

About Puffer-Sweiven:

Puffer-Sweiven is a leading provider of equipment and services for process control, automation, safety, and reliability. We help process-intensive facilities run more efficiently and safely by delivering quality products, technical support, and knowledgeable staff to implement the needed process solutions - with the goal of exceeding customer expectations.

Our Specialties:

* Process Control & Safety Systems
* Control Valves & Regulators
* Isolation Valves & Actuation
* Oil & Gas Automation
* Reliability Solutions & Services
* Pressure Management
* Specialty Pumps & Rotating Equipment
* Instrumentation
* Maintenance & Repair Services

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