Credit Specialist
POSITION SUMMARY Maximize collection of accounts receivable while maintaining customer goodwill.
QUALIFICATIONS REQUIREMENTS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
ESSENTIAL FUNCTIONS Reviews aging reports on accounts receivable to determine appropriate collection efforts.
Receives detailed information stored in computer regarding outstanding invoices and credits.
Reconciles customer accounts.
Investigates and resolves short payments and disputed charges.
Creates extended payment contracts as approved by Credit Manager.
Handles all small claims proceedings including filing and follow up.
Seeks input from other departments when necessary.
Discusses initial customers contact strategy with supervisor based on retrieved facts.
Initiate written and phone communication with customer.
Explains terms and provisions on both open accounts and contracts.
Advises supervisor of additional action required (i.
e.
, legal) on a case specific basis.
Collects delinquent accounts Evaluates customer records and makes recommendations on customer accounts by viewing for extending credit limit, pursuing other collection actions based on payment history and purchase activity of customer or confers with representatives of credit associations and other businesses to exchange information concerning credit ratings and forwarding addresses.
Interviews customers in person or by telephone to investigate complaints, or to correct errors in accounts.
Other duties may be assigned.
Skills & Requirements QUALIFICATIONS Accountability - Ability to accept responsibility and account for his/her actions.
Accurate - Ability to perform work accurately and thoroughly.
Analytical Skills - Ability to use thinking and reasoning to solve a problem.
Assertiveness - Ability to act in a self-confident manner to facilitate completion of a work assignment or to defend a position or idea.
Customer Oriented - Ability to take care of the customers' needs while following company procedures.
Detail Oriented - Ability to pay attention to the minute details of a project or task.
Organized - Possessing the trait of being organized or following a systematic method of performing a task.
Problem Solving - Ability to find a solution for or to deal proactively with work-related problems.
EDUCATION AND/OR EXPERIENCE High school graduate or General Education Degree (GED).
Three to five years related experience and/or training, or equivalent combination of education and experience.
Proficient at Microsoft Word, Excel and Proprietary Time Value software.
SKILLS & ABILITIES Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to apply common sense understanding to carry out instructions furnished in written, or oral instructions.
Ability to deal with problems involving a few concrete variables in standardized situations.
CERTIFICATES, LICENSES, REGISTRATIONS Must have a valid California driver's license and clean DMV report.
OTHER SKILLS AND ABILITIES Ability to calculate figures and amounts such as discounts, interest and percentages.
Ability to apply concepts of basic algebra.
Ability to read, analyze, and interpret general business periodicals, technical procedures, or governmental regulations.
Ability to write reports and business correspondence.
Ability effectively present information and respond to questions from managers, clients, customers and general public.
PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the
Essential Functions:
Use hands and fingers to handle and feel objects, tools, controls and to reach with hands and arms.
The employee is also regularly required to talk and hear.
The employee is occasionally required to stand, walk, and sit.
The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 50 pounds.
WORK ENVIRONMENT Employee will regularly work near moving mechanical parts and occasionally work in outside weather conditions and exposed to wet and/or humid conditions.
The noise level in the work environment is usually loud.
Recommended Skills Accounts Receivable Analytical Assertive Business Correspondence Calculations Claim Processing Estimated Salary: $20 to $28 per hour based on qualifications.
QUALIFICATIONS REQUIREMENTS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
ESSENTIAL FUNCTIONS Reviews aging reports on accounts receivable to determine appropriate collection efforts.
Receives detailed information stored in computer regarding outstanding invoices and credits.
Reconciles customer accounts.
Investigates and resolves short payments and disputed charges.
Creates extended payment contracts as approved by Credit Manager.
Handles all small claims proceedings including filing and follow up.
Seeks input from other departments when necessary.
Discusses initial customers contact strategy with supervisor based on retrieved facts.
Initiate written and phone communication with customer.
Explains terms and provisions on both open accounts and contracts.
Advises supervisor of additional action required (i.
e.
, legal) on a case specific basis.
Collects delinquent accounts Evaluates customer records and makes recommendations on customer accounts by viewing for extending credit limit, pursuing other collection actions based on payment history and purchase activity of customer or confers with representatives of credit associations and other businesses to exchange information concerning credit ratings and forwarding addresses.
Interviews customers in person or by telephone to investigate complaints, or to correct errors in accounts.
Other duties may be assigned.
Skills & Requirements QUALIFICATIONS Accountability - Ability to accept responsibility and account for his/her actions.
Accurate - Ability to perform work accurately and thoroughly.
Analytical Skills - Ability to use thinking and reasoning to solve a problem.
Assertiveness - Ability to act in a self-confident manner to facilitate completion of a work assignment or to defend a position or idea.
Customer Oriented - Ability to take care of the customers' needs while following company procedures.
Detail Oriented - Ability to pay attention to the minute details of a project or task.
Organized - Possessing the trait of being organized or following a systematic method of performing a task.
Problem Solving - Ability to find a solution for or to deal proactively with work-related problems.
EDUCATION AND/OR EXPERIENCE High school graduate or General Education Degree (GED).
Three to five years related experience and/or training, or equivalent combination of education and experience.
Proficient at Microsoft Word, Excel and Proprietary Time Value software.
SKILLS & ABILITIES Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to apply common sense understanding to carry out instructions furnished in written, or oral instructions.
Ability to deal with problems involving a few concrete variables in standardized situations.
CERTIFICATES, LICENSES, REGISTRATIONS Must have a valid California driver's license and clean DMV report.
OTHER SKILLS AND ABILITIES Ability to calculate figures and amounts such as discounts, interest and percentages.
Ability to apply concepts of basic algebra.
Ability to read, analyze, and interpret general business periodicals, technical procedures, or governmental regulations.
Ability to write reports and business correspondence.
Ability effectively present information and respond to questions from managers, clients, customers and general public.
PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the
Essential Functions:
Use hands and fingers to handle and feel objects, tools, controls and to reach with hands and arms.
The employee is also regularly required to talk and hear.
The employee is occasionally required to stand, walk, and sit.
The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 50 pounds.
WORK ENVIRONMENT Employee will regularly work near moving mechanical parts and occasionally work in outside weather conditions and exposed to wet and/or humid conditions.
The noise level in the work environment is usually loud.
Recommended Skills Accounts Receivable Analytical Assertive Business Correspondence Calculations Claim Processing Estimated Salary: $20 to $28 per hour based on qualifications.
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