Credit and Collections Generalist

About the Company

Founded in 1902, Wasserstrom is a national leader in the manufacturing and distribution of foodservice equipment and supplies. From design through installation, we operate as a global supplier, custom manufacturer, and consolidator of fixtures, furniture, and equipment, delivering flexible solutions to the places where people eat, sleep, work, play, shop, and gather. Our success is driven by our people, guided by core values of Attitude, Effort, Trust, Innovation, and Family. We foster a positive, can-do mindset rooted in teamwork, accountability, and respect for diverse perspectives, embracing continuous improvement and learning from mistakes.

About the Role

This position is responsible for managing and monitoring customer accounts to ensure timely payments and accurate record-keeping. You will provide daily support by answering phone calls and emails from customers and cross-functional departments, follow up on past-due balances, resolve billing issues or payment discrepancies, and escalate to management when necessary. The role requires a blend of basic and advanced skills, including time management, organization, communication, problem-solving, and attention to detail, performed under direct or general supervision.

Responsibilities

• Monitor customer accounts and payment statuses; follow up on billing issues or payment discrepancies and escalate to management as needed
• Process payments and verify posting details
• Provide daily support by answering phone calls and emails
• Pull D&B (Dunn & Bradstreet) reports to analyze credit worthiness for small credit lines
• Enter customer information and expense details
• Reconcile monthly statements and related transactions
• Maintain historical records by scanning and filing documents
• Perform other tasks to support credit and collections as needed

Requirements

• High School diploma or GED
• 1 - 2 years of related experience and/or training

Skills

• Proficient computer skills; ability to use MS Office Suite, including Outlook, Word, Excel, and PowerPoint
• Technical ability to learn and use a variety of software programs, such as SyteLine
• Strong communication skills; speaks and writes clearly; asks for and offers help when needed
• Interpersonal; resolves questions and concerns professionally; maintains confidentiality
• Detail-oriented; meets quality standards and demonstrates accuracy and thoroughness
• Organized; completes work in a timely manner; able to prioritize and meet deadlines
• Problem-solver; gathers and analyzes information skillfully and generates suggestions for improving work
• Capable of working independently and as a member of a team; contributes to building a positive team spirit
• Observes and follows safety procedures

Work Environment and Physical Demands

• Office environment – quiet noise level but may be moderate at times; work may sometimes take place in non-standard workplaces (e.g., manufacturing environment)
• Manufacturing environment may cause exposure to heat, noise, vibration, odors, or dust
• Sedentary work – exerting up to 10 lbs. of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects
• Required to sit, stand, walk, see close and at distance, and talk and hear