About the position
The position involves managing the collection of past due accounts, conducting credit investigations, reviewing credit risks, and working closely with customers regarding deductions and payment timings. The role is essential in ensuring that the company's accounts receivable are managed effectively, which is critical for maintaining cash flow and financial health. The successful candidate will be responsible for evaluating past due accounts and determining the necessary collection actions to be taken. This includes sending customer statements, aging reports, and reminders for collections purposes. Additionally, the role requires working in customer portals to facilitate invoice submissions, payments, and to gather deduction information. The candidate will review account balances to recommend which accounts should be sent for collection or written off. Maintenance of customer accounts is also a key responsibility, which includes clearing deductions, managing invoices, and following up on open items. The position will also involve submitting requests to customer service for any customer disputes that arise. The candidate will be expected to monitor orders that are on credit hold and review large customer purchase orders for accuracy. Performing credit investigations on potential new accounts and existing customers is also a critical function of this role. The position may include miscellaneous job duties as assigned and will assist in the month-end close process by generating reports, conducting analyses, and providing feedback to management.
Responsibilities
- Evaluate past due accounts and determine the necessary collection action
- Send customer statements, agings and reminders for collections purposes
- Work in customer portals as necessary for invoice submission, payment, and deduction information
- Review account balances to be recommended for collection and write off
- Maintain customer accounts including clearing deductions, invoices, and following up on open items
- Submit requests to customer service for customer disputes
- Hourly monitor orders that are on credit hold
- Review large customer purchase orders for accuracy
- Perform credit investigation on potential new accounts and existing customers
- Assist in month end close, generate reports, analysis and provide feedback
Requirements
- High school diploma or GED
- 3 years of accounts receivable/credit and collections experience
- Working knowledge of standard credit and collection policies, procedures, and regulations
- Excellent attention to detail and organization
- Ability to work independently with minimal supervision using effective time management
- Ability to meet deadlines despite regular interruptions
- Ability to effectively communicate at all levels; customers, co-workers, and management
- Proficiency in use of MS Excel and Word
- Ability to navigate the internet for freight carrier sites and customer portals
- Ability to process computer data and to format and generate reports
- Ability to utilize ERP system, such as SAP
- Salesforce.com experience a plus
Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Basic and Supplemental Life Insurance
- Critical Illness Insurance
- Accident Insurance
- Flexible Spending Accounts
- Health Savings Account with Company Contribution
- 401K with Company Match
- Long and Short Term Disability
- Employee Assistance Program
- Legal Plan
- Parental Leave
- Paid Vacation and Sick Time
- Paid Volunteer Day
- Tuition Reimbursement
- Wellness Reimbursement
- Scholarship opportunities
