Credit Representative

About the role

Peterson Cat has the immediate need for an experienced Credit Representative based at either our Hillsboro, OR or San Leandro, CA locations. The Credit Services Representative has responsibility for monitoring and collecting company receivables with an emphasis on delinquent accounts. In addition, the individual will analyze current customer records and correspondence in order to maintain accurate records, mitigate risk, modify credit limits, resolve disputes, coordinate credit meetings with operational departments, and recommend and adhere to Corporate Credit Policies. Reps will work closely with Cat Financial in order to promote Cat Commercial as a resource and solution for Peterson's customers.

Responsibilities

• Provide superior customer service in all aspects of the job
• Initiate credit collection efforts on delinquent accounts
• Develop relationships with customers in order to aid collection efforts
• Develop and recommend payment solutions for delinquent customers
• Coordinate with operational employees to aid in collection efforts
• Evaluate customer records and reduce/extend credit line or place credit hold based on account analysis
• Monitor additional exposure on delinquent accounts and consult with Department Managers, account reps and supervisor on marginal credit issues
• Prepare and facilitate regular credit meetings with appropriate operations personnel; review delinquent accounts and disputes
• Run, update, and distribute monthly reports
• Determine and manage accounts sent to collections and/or legal
• Determine charge backs and write offs of unrecoverable accounts on a monthly basis and present to supervisor, account reps and department manager
• Notify operational staff of items that affect cost center
• Prepare and file pre-liens on rental equipment as necessary and issue releases in exchange for payments
• File stop notice/mechanic liens; with supervisor approval, refer to attorney as necessary
• Follow up on daily activity
• Recover Bad Debt through appropriate channels when necessary
• Reconcile assigned accounts, provide documents as requested, execute credit reference and process return mail
• Maintain punctual, regular, and predictable attendance

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, safely and in alignment with Peterson's core values. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and experience

• Associate's Degree from a fully accredited college in Business or other closely related field
• Minimum of three years of directly related experience in credit collections, preferably in a heavy industrial environment
• Equivalent combination of education and work experience also considered

Pay

The California hourly pay range for this position is $35.55 – $41.00. We also offer a total compensation package in addition to base salary.