Credit Assistant

Description

• Partners with sales to help with the collection of past due customers while striving to maintain good customer relationships.
• Plans and performs customer contacts primarily by telephone or email in attempt to determine reason for overdue payment reviewing transaction details.
• Creates and transmits new customer welcome package which includes key contacts, explanation of payment terms and payment remit to information.
• Provides backup for others in Credit Department in their absence and as needed or assigned
• Maintains customer credit files by scanning pertinent documentation into Oracle electronic customer files. Performs routine credit file reviews for existing customers.
• Works with sales and any other departments necessary to resolve discrepancies and take care of customers’ needs.
• Processes new account requests. Reviews all required new account opening documents for completion and accuracy. Orders credit reports and checks credit references. Reviews credit reports, credit references, credit group reports and any other information available and makes new account credit line recommendations to the Credit Manager. Creates accounts for all new customers. Investigates and maintains all changes (Bill To Address, Payment Terms, Tax Exemption Status) in customer’s credit master (Customer Standard).
• Provides invoice copies, Bill of Lading copies and Proofs of Delivery as requested
• Serves as the backup for cash application and monthly closing duties. Responsible for closing A/R one scheduled Sunday every other month.
• Carries out responsibilities in accordance with the organization’s policies and applicable laws.
• Notifies Credit Manager when a customer fails to respond or when any customer statement, promise, or problem is not standard or according to terms.
• Participates in weekly collections meetings to keep management informed of past due customers and their status.
• Records information about financial status of customer and status of collection efforts.
• Maintains new customer spreadsheet to track new account creation.

Requirements

• A minimum of 3 years’ work-related experience is required
• An equivalent combination of education and work-related experience may be acceptable
• Ability to maintain confidentiality and handle sensitive information with integrity
• Professional, technical or administrative training (2-year associate’s degree)
• Demonstrated ability to work collaboratively within cross-functional teams and across organizational levels
• Routine office equipment such as telephone, fax, copier, printer, etc
• Strong problem-solving and critical thinking skills
• Strong verbal and written communication skills
• Comfortable working both independently and collaboratively within a team
• Demonstrated initiative and resourcefulness in researching, troubleshooting, and resolving challenges
• Proven ability to manage time effectively, prioritize tasks, and meet deadlines in a fast-paced environment
• General knowledge applicable to credit and/or accounting.
• Excellent problem-solving and critical thinking abilities to analyze complex issues and develop effective solutions

Benefits

• Competitive base pay with bonus eligibility based on company performance
• Opportunity for professional growth
• Excellent benefits to include medical, dental, vision, company paid life/short-term disability/long-term disability insurance, flexible spending accounts (FSA), health savings account (HSA), 401(k) with match, company paid tele-health, stock purchase plan, tuition reimbursement assistance, and Employee Assistance Plan (EAP)
• Paid time off including holidays and vacation

Training + Development

Interview process

Visa Sponsorship

Security clearance