Credit Specialist (Accounts Receivable)

Representative Responsibilities

• Primary customer contact for credit and collections.
• Develop and maintain relationships with customers.
• Proactively work with customers to expedite payments and prioritize shipments.
• Anticipate and resolve credit issues as they arise to limit credit hold situations.
• Negotiate, develop, and monitor customized payment plans as necessary.
• Investigate and work to resolve invoice discrepancies and disputes.
• Communicate any customer issues or concerns to appropriate department for resolution.
• Monitor accounts with restricted terms.
• Release or hold orders as necessary.
• Work closely with sales, systems and service departments.
• Timely communicate any existing or potential credit issues.
• Maintain clear and concise record of all customer contacts in ERP notes.
• Promptly respond to customer requests for information and/or documentation.
• Alert Credit Manager to questionable accounts.
• Compile documentation on delinquent accounts to be forwarded to collection agencies.
• Generate daily invoicing and reports daily.
• Distribute paperwork.
• Monitor daily invoices for accuracy of sales tax charged.
• Obtain relevant sales tax resale or exemption certificates.
• Initiate adjustments to customer accounts as needed and make necessary corrections to the customer account in sales tax database.
• Accurately and efficiently enter cash receipts daily.
• Investigate and resolve any payment discrepancies.
• Initiate invoice and/or account adjustments as needed.
• Generate and file reports.
• Maintain cash receipts files.
• Administer credit card payments.
• Create new customer accounts and administer changes as necessary in current ERP, CRM and Sales Tax databases.
• Acquire financial, sales tax, and general information for new accounts.
• Process credit information.
• Perform credit/background checks on prospective customers.
• Generate and maintain customer credit files.
• Assist Credit Manager.
• Develop and maintain Excel spreadsheets as needed.
• Create letters, forms, and inserts as needed.
• Maintain complete and accurate sales tax files.
• Back up other Finance functions as requested.
• Complete similar or related duties as requested or assigned in a timely and efficient manner.
• Other duties as assigned.
• Completes special projects and requests in a timely and positive manner.

Qualifications

• Associate's Degree or comparable business experience in increasingly responsible positions in the related discipline.
• 0-3 years of job-related experience or computer and service knowledge.
• Previous credit and collection experience preferred.
• Experience in a team environment preferred.
• Previous customer service experience a plus.
• Excellent interpersonal and communication skills.
• Technical problem solving.
• Detail oriented, high standard of accuracy.
• Superior organizational, problem-solving, and negotiating skills.
• Self-motivated.
• Able to multitask and adapt to changing priorities.
• Proficient in Microsoft Excel and Word.
• Strong and accurate typing, data entry, and 10-key skills.