Credit Clerk

Responsibilities

• Process credit applications
• Verify applicant information and conduct credit checks
• Gather reports from Credit Bureaus and Trade References
• Communicate with applicants to obtain additional information as needed
• Set up customer accounts and job accounts
• Maintain accurate records of all credit applications and job account information
• Load and maintain tax-exempt certificates
• Load and maintain all job account information in spreadsheets for lien notices and pertinent reporting
• Reconcile invoices
• Prepare customer account statements as needed
• Scan checks and complete electronic bank deposits
• Process mechanic’s lien waivers
• Monitor aging reports
• Contact delinquent accounts, resolve invoice discrepancies, and coordinate with sales reps or project managers
• Prepare preliminary notices and bond claims
• Ensure compliance with company policies and procedures
• Assist Credit Management with other tasks as needed

Requirements

• Associate degree in Accounting, Finance, or Business preferred
• Minimum of 2 years of experience in credit, collections, accounts receivable, or a related field
• Proficient in Microsoft Excel and accounting/ERP software
• Experience reviewing credit applications, verifying trade references, and monitoring customer accounts
• Knowledge of invoice reconciliation, collections processes, and accounts receivable procedures
• Experience with preliminary notices, lien waivers, bond claims, and construction industry credit practices is preferred
• Strong analytical, organizational, communication, and customer service skills
• Ability to maintain accuracy and confidentiality while managing multiple priorities