Credit Services Representative

JOB TITLE: Credit Services Representative

DEPARTMENT: Accounting

REPORTS TO: Credit Management Team Leader

SUPERVISES: None

FLSA STATUS: Non-Exempt

JOB SUMMARY

The Credit Services Representative is responsible for communicating with past due accounts, facilitating payment over multiple channels including our payment portal, and updating related files. This role requires a strong work ethic with great communication skills. Key responsibilities include contacting customers about past due payments, investigating deductions made on invoices, and maintaining payment expectations to assigned credit terms.

DUTIES / RESPONSIBILITIES:

Daily review & contact of all assigned past due accounts.

Reviewing past due invoices and establishing next steps for communication

Escalating invoices for assistance in a timely manner

Provide research support for customer credit investigations

Initial evaluation of credit stops when customer is past due or will exceed established credit limit.

Provide phone and email support to customers utilizing our payment portal

Release orders to ship based on payment received

Research all invoice deductions in a timely manner

Identify customer support issues and enter in ERP for processing.

Pull proof of deliveries as needed.

Ensure proper documentation for each communication is properly filed.

Identify the best way to contact new accounts.

Provide backup support to departmental functions, as needed.

Other duties as assigned.

GENERAL CONDUCT:

Maintains respectful working relationship with Managers, Supervisors, Team Leaders, and TeamMates to promote teamwork and a positive work environment.

Committed to Continual Improvement to raise personal performance above the standard and to develop new methods to eliminate waste, improve productivity and reduce customer complaints.

Maintains excellent attendance as defined in the Company's Attendance Policy.

Supports, enforces, and complies with all company policies and procedures, including safety and quality.

Submits new ideas to improve Safety, Quality and procedural operations that will benefit the Company.

Actively participates in meetings and discussions by providing suggestions for improvement, problem solving and offering feedback.

Performs duties in a manner that encourages teamwork and sets a positive example.

REQUIRED SKILLS / ABILITIES:

Company Policies and Procedures

Safety Orientation

ADP

Office 365

Excellent communication skills

Ability to work independently and with a team.

IQMS

EDUCATION AND EXPERIENCE:

High school graduate or equivalent.

Associates degree preferred.

Customer Service Experience

PHYSICAL REQUIREMENTS:

Prolonged periods of standing, sitting, and moderate walking.