About the role
Establish, review, and maintain credit lines for new and existing customers that will limit the company’s exposure yet not hinder sales for an assigned portfolio of customers. Release orders to qualified customers or communicate to sales when basic criteria aren’t met. Contact customers on past due balances and assist them resolving invoice problems with the help of sales. Maintain or improve aging and dso target. Grow sales profitably.
Responsibilities
- Contact customers regarding past due balance.
- Research and resolve problems and disputes.
- Establish and maintain credit lines on accounts.
- Review and release orders on hold.
- Compile data for mid month and month end reports for management.
- Analyzes assigned customer account orders every 2 hours daily for review/release to order or ship approval. Timely resolution to credit-held order situations is critical to ensure on-time delivery of customer orders.
- Responsible for facilitating accounts receivable collection techniques such as telephone, emails and written communication with assigned territory accounts, and initiates follow-up action as necessary.
- Initiates and completes the first phase of the credit extension process to new and existing accounts by collecting trade payment and financial information. Initial customer analysis completed in this phase to determine credit limits. Reassess limits on a rolling yearly basis.
- Ensures timely collection and maintains integrity of company accounts receivable.
- Audits short/overpays and disputes to resolution.
- Prepares report for monthly reporting and participates in calls with sales leaders.
- Performs other related responsibilities as may be assigned.
General Education and Experience
Education - High school/GED diploma required with an Associate’s degree in Accounting preferred.
Experience - Minimum of 3 years related experience required. Proficient in reading financial reports and D&B reports required; working knowledge of business and credit law; general accounting knowledge required.
Certifications - NACM credential preferred.
Computer Skills - Microsoft Office experience (Word, Excel and Outlook) required.
