Company

BD Holt CompanySee more

addressAddressIrving, TX
type Form of workFull-Time
CategoryRetail

Job description

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

Refer code: 7292374. BD Holt Company - The previous day - 2023-12-19 08:30

BD Holt Company

Irving, TX

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