JOB SUMMARY

Responsible for administering established credit policies and procedures, managing accounts receivable collections, and analyzing customer credit accounts. This role resolves disputed balances within assigned authority levels, maintains accurate credit records, and supports order processing within defined credit parameters.

ESSENTIAL DUTIES AND RESPONSIBILITIES: Other duties as assigned. (5k)

• Processes customer orders promptly while ensuring compliance with established credit guidelines. This is a primary responsibility.
• Conducts 20 to 40 daily credit and collection calls to assigned customer accounts to resolve payment issues and secure collections
• Maintains effective customer interface to achieve company collection goals (i.e., DSO, over 60 and 90-day percentages).
• Documents customer interactions and collection activity in company systems and ensures timely follow-up.
• Collects, reviews, and maintains customer credit documentation to ensure accurate and current credit files.
• Investigates and reconciles disputed account balances using internal systems and supporting documentation.
• Partners with branch personnel and sales teams to resolve customer issues including pricing discrepancies, payment terms, credit limits, order release approvals, and new account setup.
• Utilizes external credit reporting resources to evaluate new and existing customers.
• Prepares bank references and credit reports for management review.
• Communicates credit terms and conditions to customers and internal partners.
• Recommends or establishes credit limits up to $5,000 (based on experience and authorization level)
• Supports departmental initiatives and special projects as assigned.