Customer Account Representative

(1) setting up new accounts, (2) revising credit Information on existing accounts, (3) working daily reports to ensure credit limits are set properly to release orders in a timely fashion, (4) making collection calls, (5) credit approval of orders, (6) closing duplicate accounts, (7) Preparing Final Demand Letters, (8) Preparing accounts for referral to collection agencies, (9) contacting customers for tax information, and (10) preparing small dollar write offs.

 

Additional Accountabilities:

• Provides company credit services via telephone, internet, email US mail and fax
• Meets specified credit department objectives
• Performs order releases, new account set ups, credit investigations, and collection contacts at a high volume daily. Provides credit information to customers within specified deadlines
• Communicates with customers and other departments within Mouser to resolve account issues, pending orders, invoice discrepancies and processes service orders
• Determines customer needs and plans. Makes suggestions and pursues customer account possibilities beyond customer initiated requests. Processes customer orders through credit processes to meet customer requirements, verifies customer orders are processed through credit correctly. Prepares recommendations for large dollar credit limits
• Works effectively with customers to collect outstanding accounts and communicates with appropriate personnel regarding potential and existing problem accounts
• Possesses working knowledge of company policies, procedures and systems and supports and participates in company total quality process. Expands knowledge of credit processes utilizing all available sources
• Ability to spend the majority of time on the phone collecting 60+ day past due invoices
• Recommends accounts for Final Demand Letter and Referrals
• Other duties as assigned
• Regular attendance at work is an essential function of the job

Education & experience:

High school graduate or equivalent and a minimum of 18 years old.  Minimum two (2) years post high school experience including customer service or general office experience or equivalent combination of experience and education. 

Skills & certifications:

• Ability to make correct decisions based on reviewing factual account information and pre-set guidelines
• Ability to establish credit limits based on established processes
• Able to use, read, and interpret spreadsheets, printed reports, and terminal screen
• Exhibits strong analytical, problem solving and negotiation skills with customer’s upper management contacts
• Strong verbal communication with the ability to communicate with internal and external customers across all levels of the company
• Requires the ability to work in a large open environment where there is moderate to extreme noise 
• Experience in skip tracing and business to business collections
• Able to type data and use PC for long periods of time
• Knowledge of Microsoft Office Applications (Excel, PowerPoint, Word and Outlook)

 

This is a summary of the primary accountabilities and requirements for this position. The company reserves the right to modify or amend accountabilities and requirements at any time at its sole discretion based on business needs. Any part of this job description is subject to possible modification to reasonably accommodate individuals with disabilities.

Category:Finance/Accounting

Equal Opportunity Employer, including disability and veterans.