Job Description
The Credit Administration Representative is responsible for assisting with the successful coordination of Credit & Collection office activities, which will aid the Sales Departments, achieve their targeted goals. Specific areas of responsibility include: 1) Assistance in Credit & Collection receivable collection, credit investigation and account establishment; 2) Effective utilization of the Credit & Collection financial resources; and 3) Active participation in the achievement of all Credit & Collection operational goals.
Essential Functions:
• Models, promotes, reinforces, and rewards the consistent use of HOLT’s Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
• Assists assigned Credit and Collection representative(s) in the administration of assigned receivable portfolio in a manner that ensures consistency and enhanced customer satisfaction, while optimizing the rapid collection and safeguarding of the company’s investment in accounts receivable
• Investigates credit references on submitted applications and prepare credit files for review and disposition by assigned Collection Representative
• Creates and maintains accurate customer master files and credit folders of assigned portfolio of accounts
• Provides regular input to collection reps, key operations, support personnel and assigned sales reps to ensure adequate communication and understanding of success of targeted goals and objectives
• Provides accurate and consistent feedback to Financial Services personnel regarding utilization of department resources to ensure that Financial Services support meets its peak expectations and goals
• Requires regular and punctual on-site employee attendance
• Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
• Performs other duties as assigned
Education and Experience:
• High school diploma or equivalent required
• Three or more years of Accounts Receivable experience is required
• Tax and Bond & Lien knowledge preferred
Knowledge, Skills, and Abilities:
• Knowledge of the relationship between purchasing, sales, and accounts receivable
• Knowledge of in and out cash flow cycle
• Basic accounting knowledge, with understanding of invoices, statements of account receivables, payables, and various forms of payment remittances
• Knowledge of sales techniques, financial, credit, and accounting principles
• Knowledge of safe work policies, procedures, and practices
• Good judgement skills using common sense and other learned principles
• Assimilate a broad range of information, schedule priority work effectively and work successfully with minimal supervision
• Self-motivated, well-organized individual who can work effectively with a variety of people
• Proficient in Microsoft Word and Excel
• Strong administrative and personal computer skills
• Ability to read, write, and understand information
• Ability to listen to and understand information and ideas presented through spoken words and sentences
• Active listening skills
• Ability to work with individuals and groups
Travel:
• Limited travel is to be expected