Credit and Collections Rep
1 week ago
PURPOSE OF JOBResponsible and accountable for collection activity, credit analysis and assessment of risk with credit accounts. Additional responsibilities include relationship management, negotiation, reporting and improved communication.
- PRIMARY DUTIES AND RESPONSIBILITIES- Collect and follow up aged accounts receivable, monitor payment trends and carry out corrective measures for overdue accounts as required.
- Ensure the customer operates and maintains the credit account within terms and conditions of sale/service or contract.
- Serve as the contact/liaison for the assigned account portfolio **. (30%)
- Review/recommend credit limits to increase/decrease, suspend/reinstate credit privileges Communicate/escalate credit concerns as required with accounts that present credit risk/loss, require credit hold or third party collection.
- Request or action credit account information changes.
- Communicate timely and relevant information to Sales.
- Maintain detailed collection/credit system notes for all account activity and maintains credit history files.
- Review, resolve (if applicable) and recommend release credit hold orders. **(30%)**:
- Coordinate timely resolve with Customer Care, Sales and/or Operations for account issues that may include but are not limited to, disputed deliveries, returns and credits **. (20%)**:
- Month end reporting and regular review of assigned account portfolio with Credit Manager. **(10%)**:
- Prepare and send Past Due notices and reports. **(5%)**:
- General filing and correspondence. **(5%)
- KNOWLEDGE / SKILL REQUIREMENTS- Superior problem solving, analytical and reconciliation skills.
- Proficient computer skills with Word, Excel, and Outlook.
- Excellent communication skills, both verbal and written.
- Demonstrated strength in negotiation and organizational skills.
- Ability to work independently, while supporting team initiatives/objectives and meeting deadlines.
- Strong detail orientation and accurate data entry skills.
- Effective time management skills with the ability to manage multiple priorities.
- Proficient computer skills with Word, Excel, and Outlook. Professional manner, customer care focus and strong interpersonal skills.- PHYSICAL DEMANDS / WORKING CONDITIONS- Remote. No travel required.
- BUDGET ACCOUNTABILITY- N/A
- RECOMMENDED QUALIFICATIONS**Experience**:
- 4-6 years prior related experience
**Education**:
- High School Diploma or GED
- University Degree or College Diploma would be an asset
- CCP Designation or related courses would be an asset
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