Responsibilities
Data Analysis and Reporting
- Assess exposure and compare to allowable limit to determine if credit is available for various energy products and services
- Provide weekly reporting (metrics recorded) for:
o All past due balances that are 30, 60, and 90 days past due
o All debit balances beyond 10 days past due and exceeding $100K
o All credit balances aged beyond 30 days
- Utilize Wells Fargo website daily for information relative to lockbox and electronic payment totals
- Possess analytical skills to quickly and accurately assimilate information making sound business decisions
- Ensure that reporting is accurate and detailed
- Log all relevant comments/actions for an account into the accounting system on a timely basis
- Investigate and resolve over and short payments, disputed items, and unapplied payments, working with Accounting when needed
Customer Service & Negotiation
- Contact customers regarding debit and credit balances beyond due date
- Contact customers as needed in the event cash in advance arrangements must be made for fuel and/or services
- Communicate with both the external and internal customer to investigate and resolve debit and credit balances
- If necessary, provide documentation to the customer to assist in the explanation of balances to customers
- Transmit invoices to customers as needed
- Prompt and courteous responses to all requests
- Communicate potential inability to fuel (due to credit restrictions) to sales representative, Customer Relationship Manager and, if necessary, to the General Manager
Past Due & Balance Management
- Maintain balances within the parameters set by the Credit Manager, obtaining approval to exceed set limits
- Review daily credit holds to determine if the account can be released, defining in the accounting system the justification for releasing if over and/or past due
- Notify sales of any accounts with ongoing issues leading to potential credit hold status
- Advise the analysis team of any needed increases in limits (if possible and account is current) to prevent balances from exceeding limits
- Advise management of any concerns regarding potential cash flow issues
- Know when to enlist management and sales to escalate the collection process and prevent holds
- Report daily to Credit Manager the result of discovery regarding after-hours hold requests/releases
- Report immediately to notices regarding EFT returns, check returns, stop payments, etc.
- Respond to inquiries from Credit Manager regarding accounts found to be over-exposed based upon the daily batch report
- Communicate and resolve with operations/sales any invoicing transaction failures
- Ownership of front-line collections with knowledge and understand of the appropriate time to escalate to the Sr Credit & Collections Specialist
Initiative
- Embrace and execute the core values of Mansfield Oil Company: conscientiousness, innovation, integrity, personal service, and excellence
- Embrace and execute the vision, goals, and expectations of the department and role
- Recognize when plans should change to achieve goals and execute a process for success
- Understand which goals or tasks can be rearranged to attend to more urgent concerns and execute appropriately
- Recognize when additional training could enhance performance skills and be willing to own personal and professional growth
- Evaluate performance during the day and makes appropriate adjustments to achieve daily, weekly, monthly, and yearly goals
- Develop prevention strategies to eliminate problems before they occur
- Plan before taking action to ensure that the most successful process is utilized
- Review work before submitting it
- Focus on team goals and successes, not just individual goals and successes
Additional Responsibilities as Required
- Communicate clearly with respect and courtesy at all times, both verbally and written, with correct grammatical usage
- Possess the skills to determine which correspondence should be filed in the credit file for future reference
- The ability to customize communications and processes relative to both internal and external customers
- Willingness to take additional training as suggested by management
- Willingness to invest additional time to achieve goals
- Identify and focus on the actions and steps that are within his/her control to achieve success
- Prioritize work each day so that the most important tasks are completed
Position Requirements
Formal Education & Certification
- High School diploma or equivalency required
Knowledge & Experience
- Must be fluent in English
- Proficiency in Microsoft Office Suite
- Intermediate proficiency in Microsoft Excel, including vlookups and pivot tables
- Strong data entry skills
Qualifications and Characteristics
- Excellent organizational and time management skills
- Strong analytical skills
- Problem solving skills
- Able to multi-task effectively and prioritize tasks according to the level of importance
- Attention to detail
- Excellent communication skills (both written and verbal)
- Self-motivated, self-starter
- Able to perform in a fast paced, team oriented environment
- Problem solving skills
Work Environment
- 40 hour on-site work week
- Sitting for extended periods of time
- Dexterity of hands and fingers to operate a computer keyboard, mouse, and other computer components
Benefits
- Comprehensive benefit package (health, dental, vision) (Company paid STD, LTD, and life insurance)
- 401-K with company match
- Paid Time Off (Vacation, Sick, 7 holidays, 2 floating holidays, and a paid day for volunteering at a non-profit agency)
- Education Reimbursement
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.