Credit and Collections Representative -GWW - US

About the Role

The Credit & Collections Representative is responsible for the maintenance and administration of credit limits, payment terms, and collection of delinquent accounts receivable for an assigned portfolio of accounts.

Responsibilities

• Review orders on credit hold and determine within the parameters of company policy whether to remove the order from credit hold or to hold the order pending resolution of the customer’s account.
• Collect monies owed from delinquent accounts within an assigned portfolio and provide guidance to Sales Consultants regarding same.
• Identify potential bad debt and attempt collection, escalating to appropriate management for further action or guidance if needed.
• Respond to customer statement inquiries, answer correspondence and phone requests from customers and Sales Consultants, and solicit information from Sales regarding returned mail.
• Help reconcile customer accounts as needed.
• Review existing customer credit limits when requested with the ability to increase a credit limit to a maximum of $25,000. Anything higher than $25,000 is escalated to a Supervisor/Manager.
• Recommend and prepare files for outsourcing to collection agencies when required after all collection attempts have failed.
• Coordinate with internal departments, such as Sales and Customer Service, to obtain necessary information to resolve payment disputes and address customer inquiries regarding outstanding balances.
• Assist with payment portal and e-delivery requests.

Requirements

• Education: Degree in Business, Finance, Accounting, or related field, or equivalent industry experience.
• 3-5 years’ related Credit & Collections experience.

Skills

• Excellent communication (verbal and written), interpersonal, and professional interactive skills.
• Ability to effectively present information and respond to questions from suppliers, customers, management, and inter-department staff.
• Capable of working with internal staff from other departments in a proactive and constructive manner.
• Ability to plan, prioritize, and execute multiple tasks/deadlines in a fast-paced environment.
• Strong customer service skills: respond promptly to requests for service and assistance as needed, and follow up as required.
• Problem-solving: Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, and develops alternative solutions.
• Judgment: Displays willingness to make decisions, exhibits sound and accurate judgment, and makes timely decisions.
• Adaptability: Able to adjust to changing circumstances, new information, or evolving priorities, demonstrating flexibility and a willingness to learn new skills.
• Detail-oriented: Attention to details and accuracy, with the ability to understand and execute all relevant policies and procedures consistently and objectively.
• Proficient in Microsoft Office (Outlook, Excel, Word).
• Knowledge of ERP systems (e.g., Oracle PeopleSoft) and credit reporting systems (Dun & Bradstreet, Creditsafe).

Physical Demands

• Regularly required to sit, stand, walk, and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear.
• Frequently required to sit and reach with hands and arms.
• Occasionally lift and/or move up to 10 pounds.

Work Environment

• Primarily works in an office environment; limited travel may be required to attend other office locations, company events, staff meetings, training sessions, and/or industry or vendor trade shows.
• May be required to utilize personal vehicles for business travel, which may result in long periods of sitting.
• Must maintain a valid driver’s license and provide proof of current automobile insurance coverage.
• The noise level in the work environment is usually moderate.
• May require evening and weekend work depending on business needs.