Job Description
We are seeking customer-focused Credit and Collections Specialist to join the team in Langhorne, PA! The Credit and Collections Specialist is responsible for reviewing credit applications and credit reports to determine if a customer is qualified for a line of credit, then sets credit limits accordingly.
Essential Job Duties
- Review credit applications, perform credit checks, and analyze customer credit history
- Modify accounts to update information
- Update collector codes and emails in accounts
- Determine the creditworthiness of applicants by understanding the risk involved in providing a credit limit
- Respond to credit increases, new accounts and general inquiries using the Salesforce queue
- Review contract requests and send them to the contracts team for further review
- Process Certificate of Insurance requests and update database
- Provide ACH and Banking details to customers through DocuSign
- Create account codes and retrieve credit reports for credit applications
- Provide carrier packets and other key documents necessary to set up accounts with companies
- Complete customer forms for account set up and oversee the completion of Safety documents required by customers
- Mentor and train other department members
- High school diploma or equivalent
- Experience in accounting or customer service
- Ability to remain calm and composed in stressful situations
- Analytical and detail-oriented, with top notch problem solving skills
- Collaborative team player
- Ability to pivot one task to another and reprioritize throughout the day
- Solid mathematical skills
- Strong typing skills
- Proficient in Microsoft Outlook, Word, Excel, and PowerPoint
- Ability to read, speak, write, and understand English in a professional manner
Preferred Qualifications
- Experience in the credit field
- Experience in a professional office environment
- Trucking industry experience
What's in it for me?
- Medical, Dental, and Vision Insurance
- Company Paid Life Insurance
- Company Paid Short Term Disability Insurance
- Company Paid Long Term Disability Insurance
- Employee Assistance Program
- Flexible Spending Account (FSA)
- Health Savings Account (HSA) with employer contributions
- 401K Employer Match
- Paid Vacation
- 8 Paid Holidays
- Paid on a weekly basis!
Schedule - In Person, On Site
Monday - Friday, 8:00am - 5:00pm
Greatwide is a member of The Evans Network of Companies. With extensive capacity and a nationwide network of agents, we are ready to handle your transportation demands. We understand our business is about relationships. We work hard to establish new and nurture existing relationships with our Customers, Agents and Independent Contractors.