Credit Representative

• Prepare collection letters for accounts in poor standing; compile related documents (duplicate copies of outstanding invoices, proofs of delivery) for accounts placed with collection agencies. 
• Negotiate and establish payment plans, when necessary, for accounts dealing with hardships or experiencing cash flow issues.  
• Handle equipment orders, which may require review of customer credit history, working with a lending source or leasing company, and partnering with the Equipment departments.  Monitor open balances and coordinate collection of deposits required before installation. 
• Reconcile customer accounts by resolving any problems preventing timely payments. Assist customers who have credit/collection reconciliation problems with their outstanding balance. 
• Assist Cash Application team in applying multiple invoice checks and identifying accounts receivable adjustments.  Research payments/credits that have been misapplied, duplicated or short paid due to sales tax, freight and other sales related issues.
• Assist with daily credit functions, including account file maintenance, correspondence, processing of payments (credit card and ACH) and invoice inquiries.  May provide credit references for customers. 
• Emphasis on day-to-day duties and responsibilities may vary based on departmental needs and/or at management direction.

SPECIFIC KNOWLEDGE & SKILLS: 

·         Focus on internal and external customer service

·         Working knowledge of Microsoft Office suite of products

·         Familiarity with credit bureau and agency reporting  

·         Telephone etiquette and negotiation

·         Experience with JDE AS400 System format preferred

·         Familiarity with Accounts Receivable Management Solution products (Cforia/MC2).