Credit Specialist

Holt of California is proud to be part of the elite group of Caterpillar dealers worldwide. We sell and service a wide-variety of equipment Including Large and Small Construction Tractors, Forklifts, and Prime/Stand-by-Power Generation.

THIS POSITION IS LOCATED IN PLEASANT GROVE, CA.

POSITION SUMMARY

Maximize collection of accounts receivable while maintaining customer goodwill by performing the following duties.

QUALIFICATIONS REQUIREMENTS

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

DUTIES AND RESPONSIBILITIES

• Reviews aging reports on accounts receivable to determine appropriate collection efforts.
• Receives detailed information regarding outstanding invoices and credits.
• Reconciles customer accounts. Investigates and resolves short payments and other disputed charges.
• Creates extended payment contracts as approved by Credit Manager.
• Handles small claims proceedings including filing and follow up.
• Seeks input from other departments when necessary.
• Discusses initial customers contact strategy with supervisor based on retrieved facts.
• Initiates written and phone communication with internal and external parties.
• Explains terms and provisions on both open accounts and contracts.
• Advises supervisor of additional action required (i.e., legal small claims) on a case specific basis.
• Collects delinquent accounts.
• Evaluates customer records and makes recommendations on customer accounts by viewing for extending credit limit, pursuing other collection actions based on payment history and purchase activity of customer or confers with representatives of credit associations and other businesses to exchange information concerning credit ratings and forwarding addresses.
• Interviews customers in person or by telephone to investigate complaints, or to correct errors in accounts.
• Other duties as assigned.

EDUCATION AND/OR EXPERIENCE

High school or GED or three to five years relevant work experience and/or training and education.

SKILLS

• Ability to write reports and business correspondence.
• Ability to effectively present information and respond to questions from managers and customers.
• Ability to calculate figures and amounts such as discounts, interest and percentages.
• Knowledge of methods used and remedies available for collection of delinquent accounts; investigative techniques and sources of information used in locating persons; provisions of the Civil Code relating to the collection of account; and competence in basic business math calculations.
• Ability to interpret a variety of instructions furnished in written and oral form.
• Ability to read, analyze, and interpret general business periodicals, technical procedures, or governmental regulations.

CERTIFICATES, LICENSES, REGISTRATIONS

Must have a valid driver license and clean DMV report.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:

While performing the duties of this job, the employee is regularly required to use hands and fingers to reach with hands and arms. The employee is also regularly required to talk and hear. The employee is occasionally required to stand, walk, and sit.

The employee must regularly lift and/or move up to 10 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

COMPENSATION

Wage Range $25.00 to $33.00

Wage depends on knowledge, skills and ability to perform the responsibilities of the job.

Holt is an Equal Opportunity Employer M/F/V/DV. Holt provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, age, national origin, physical or mental disability, all applicable veteran status or disabled veteran status.

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