Credit Specialist/Administrative Assistant

United Ag Cooperative - Beaver Dam, WI

Full-time

Beaver Dam, WI

Machinery Manufacturing

About the position

The Credit Specialist/Administrative Assistant is responsible for processing credit accounts, managing customer interactions, and maintaining accurate records. This role involves negotiating payment plans, handling credit applications, and ensuring excellent customer service to support the sales team. The position requires strong organizational skills and attention to detail to effectively manage accounts and reduce delinquency.

Responsibilities

• Process credit accounts including applications for credit and follow up on current and past due accounts.
• Negotiate payment plans with credit customers in accordance with established policies.
• Distribute new account reports to all locations on a scheduled basis.
• Process 'cardtrol' requests and address internal customer account issues.
• Contact past due accounts to negotiate payment methods according to policy.
• Perform electronic account master maintenance and respond to internal inquiries regarding customer account status.
• Complete credit card payment transactions and respond to customer requests for invoices and statements.
• Attend credit meetings and update delinquent accounts based on meeting decisions.
• Perform account reconciliation as needed and reduce delinquency for accounts.
• Process daily John Deere reports including account maintenance and updates.
• Perform clerical tasks such as correspondence, preparing statements, and filing.
• Keep the VP of Credit informed about activities and project progress.
• Provide credit references when necessary and perform other duties as assigned.

Requirements

• 1 to 3 years of experience in credit/collection field or equivalent combination of education and experience.
• Skilled in the use of a 10-key calculator and Microsoft Office (Outlook, Word, Excel).
• Strong clerical and administrative skills with excellent interpersonal and communication abilities.
• Strong attention to detail, organized, and goal-oriented.
• Ability to switch tasks quickly and follow verbal or written instructions.
• Ability to make quick and accurate decisions in a fast-paced environment.

Nice-to-haves

• Agvantage Software experience is preferred.
• Above average 10-key and typing experience is preferred.