Job Description
The Senior Credit and Collections Representative (internally known as Senior Credit Representative) is responsible for performing credit investigations, making collection calls to delinquent accounts and key risk accounts and releasing orders on credit hold within department guidelines.
Responsibilities
• Monitor accounts to ensure payments are being received in a timely manner.
• Provide information for payment approval and obtain payment commitment from delinquent customers.
• Run Aging Reports and provide feedback to management team.
• Review and release orders from credit hold, in accordance with company policies and department guidelines.
• Order and review bank and trade references, credit reports, and financial statements, to determine credit worthiness.
• Ensure accounts are assigned an appropriate credit limit and risk code.
• Maintain credit files to ensure they contain the most updated information.
• Prepare A/R adjustment forms for offsets, refunds, and reconciliations.
• Ensure all payment advice is sent to A/R for accurate and prompt cash application.
• Work closely with the chargeback team to resolve deductions.
Required Skills/Education
• Degree in Accounting, Finance or Economics or equivalent work experience.
• Working knowledge of SAP
• Working knowledge of Microsoft Excel, Word, and other applications
• 4+ years of business-to-business Credit and Collections, in a credit department environment
• Mathematical aptitude and the ability to resolve complex issues.
• Ability to prioritize workload and responsibilities
Desired Skills
• Excellent communicator, oral and written
• Effective negotiator
• Team player
• Customer focused