Credit Representative

Job description

Credit Representative

Responsibilities:

• Maintain bookkeeping databases and spreadsheets, updating information as needed
• Keep track of assigned accounts outstanding invoices
• Communicate with customers to request payment and arrange payment plans
• Collect payment from customers and accurately record it into the system
• Investigate and resolve discrepancies in payments or accounts
• Interface with sales organization to communicate credit decisions and ensure timely review of new customers
• Initiate process improvement to simplify and improve current accounts receivable procedures
• Resolve credit issues with customers
• Respond to emails inquiries and requests in a timely manner or ASAP, preferably within a few hours or same day
• Enter new accounts in the system
• Investigate new accounts credit references
• Scan documents to Laserfiche, our electronic filing system
• Accept new responsibilities as they become necessary

Credit Representative Requirements:

• Preferably proficient in Microsoft Outlook, Word, Excel etc.
• Effective communication skills - Excellent written and verbal communications
• Ability to manage relationships both internally and externally
• Strong audit background, problem solving and customer service skills
• Ability to function in a fast-paced environment accurately
• Does not require supervision, follow up as necessary
• Must be able to type 60 wpm, minimum
• Plan a course of action to collect and limit past due invoices without terms
• Apply notes on accounts as necessary to share information
• Be a creative individual
• Must navigate a/p websites for various accounts
• Must be able to take initiative
• Willing to share knowledge to benefit the department in collecting
• Ability to multi-task
• Must have organizational skills
• Attention to detail
• Must be good with math/figures, balance payment application to receipts
• EDI or SPS/iTrade experience is a plus!

PI