Peloton Cycle
ABOUT THE ROLE
The Credit Specialist will assist with all aspects of the credit approval process for new and existing customers following established policies, practices, and procedures in a manner that will result in maximum sales, sound receivables, and the prompt conversion of receivables into cash with a minimum of past due accounts.
The Credit Specialist must have strong analytical skills and decision-making capabilities. The incumbent works continuously to reduce aging receivables for assigned customer accounts and inform all impacted parties of the status of collection efforts throughout the process. The Credit Specialist reports to the Credit Manager and interacts extensively with customers, inside and outside sales, customer service, accounting, and logistics personnel.
YOUR DAILY IMPACT AT PELOTON
- Manage order activity, disputes and collections for assigned account portfolio
- Perform reconciliation work on assigned portfolio and document all customer interactions in SAP
- Handle PO and invoicing requirements through customer portals as required
- Review credit applications, ensure completeness, request additional information if required
- Manage order hold queue throughout the day, ensuring timely approval of new orders.
- Assist Sales and Customer Service personnel in the problem resolution process as it relates to credit, collections and disputes
- Submit recommended credit limit requests to management and communicate results in a timely manner to necessary parties, following ECOA standards. Recommend down payments and non-standard credit terms as necessary, while preserving the customer relationship
- Assist with department reporting, including weekly A/R metrics and cash forecasting
- Continually evaluate current processes with key partners and make recommendations for improvement
YOU BRING TO PELOTON
- Bachelor’s degree in business, finance or accounting or equivalent combination of education and experience
- 3-5 years of commercial credit, collections and accounts receivable experience in a manufacturing or sales environment
- Excellent communication and interpersonal skills; the ability to interface professionally and effectively Strong organizational skills with attention to detail and accuracy
- Intermediate to advanced Excel skills
- ERP experience required, SAP experience a plus