Credit Representative
Job Description
SUMMARY: Under direct supervision this position is responsible for the collections and resolution of the Company's open receivable balances.
- Collects open receivable balances while maintaining appropriate transaction/account notes.
- Resolves disputed and unapplied items on the customers’ accounts.
- Works with internal and external customer to clear open accounts receivable balances.
- Makes recommendations for setting up customer payment plans, placing customer accounts on hold and accounts to be placed with 3rd party collections and bad debt.
- Maintains close communication with supervisor regarding customer issues and discrepancies.
- Provides assistance to peers. Works in a team supportive environment.
- Performs other collection related duties as required by management.
- Complies with all established policies and procedures.
- Refers questionable matters to supervisor.
- Reviews accounts on credit hold.
Essential Functions:
- Interviews customers in person or by telephone to investigate complaints, verify accuracy of charges, or to correct errors in accounts.
- Contacts delinquent accounts to request payments. Records promises on account and schedules follow up.
- Evaluates and releases orders form Credit Hold screen.
- Presents information to credit manager when limit requested exceeds guidelines or reports are conflicting.
Key Qualifications:
- Excellent communication skills.
- Excellent working relationship with the sales department.
- Ability to adapt to a changing environment.
- Excellent organizational skills.
- Excellent attendance and tardiness record.
- Excellent knowledge of WORLDPAC philosophy relating to service.
- Ability to work well with co-workers and superiors.
- Ability to lift up to 65 pounds occasionally.
- A/S 400 experience and knowledge of PC/Windows XP, MS word and MS excel.
Additional Necessary Qualifications:
- Strong customer relations, interpersonal, leadership and communication skills.
- 2-3 years’ credit/collection or customer service experience.
- Reliable transportation required.
CAREER SNAPSHOT
Employee Type:
Full-Time Location:
Newark, CA Career Type:
Finance Date Posted:
1/26/2021