Credit Services Associate

About the Role

Responsible for responding to inbound calls providing customer service and responding to inquiries on general account information. Gather and translate all necessary customer account information and internal data to ensure the ability to collect receivables.

Responsibilities

• Performs accurate and timely entry of customer selection(s) into order processing system.
• Monitors and tracks customer orders in accordance with credit and collection standards and to ensure on-time delivery.
• Responds to general customer account inquiries received via the telephone, e-mail, and fax correspondence.
• Performs necessary follow-up to ensure customer expectations are met.
• Utilizes business systems to document notes and conduct information gathering.
• Resolves issues with customers including processing adjustments on late charges and overages/shortages based on pre-established guidelines.
• Performs monthly department standards audits including call assessments, proper account notation, updating account records with accurate contact information, and timely response to general account inquiries received via phone, email, or fax.
• Performs other duties as assigned.

Work Environment

• Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable.
• Most of the time is spent sitting in a comfortable position with frequent opportunity to move about. On rare occasions, there may be a need to move or lift light articles.
• No travel required.

Requirements

• HS Diploma or GED strongly preferred.
• 0-2 years of experience in area of responsibility.

Selects correct processes from clearly prescribed rules, past practices, or instruction. Seeks advice and guidance on non-routine or problem areas from supervisor. Deviations from the norm are cleared by the supervisor. Under close supervision, exercises limited latitude/independent judgment.