Credit Specialist

Analyzes payment patterns of customers who are delinquent in payment, and provides support and direction by performing the following essential duties and responsibilities.

What You'll Do

• Review portfolio and select delinquent accounts for collection efforts across brands
• Evaluate customer records and make sound business decisions on accounts while still maintaining focus on customer intimacy across brands
• Deduction management - review and resolve short pays for PGT and WinDoor
• Monitor payment history and purchase activity of customers
• Assign terms and credit limits to current and prospective customers across brands
• Interview customers by telephone to investigate discrepancies on accounts
• Share information and resources with other team members to enhance the development of the group
• Maintain a csutomer service focus to build and sustain productive internal and external customer relationships
• Contribute to the continuous improvement of internal credit policies
• Assist in development of credit rating criteria and internal scoring models
• Prepare credit and collection correspondence as necessary
• Confer with representatives of credit associations and other businesses to exchange information concerning credit ratings and forwarding addresses
• Operate a personal computer and appropriate software
• Work with other departments throughout the company to help remove obstacles that may prevent customer payment
• Cross train in other areas of the department to strenthen the team and provide assistance to internal and external customers, without delay, in the absence of another team member
• Serves as designated department resource for information and decision making regarding day to day processes, while ensuring accuracy and cinsistency with regard to credit policies and procedures
• Thorough understanding of lien laws and requirements for filing Notices, Liens, and Releases
• Thorough understanding of and the ability to create Credit related financial reports
• Assess new tools from a user standpoint to determine compatibility with business needs
• Able to perform all job functions of the Credit Representative and back up Admin Assistant
• Mentor and train new hires in the department
  
  

Who You Are

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accomodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION And/or EXPERIENCE

• Accounting skills
• Customer service skills
• College degree preferred
  
  

Language / Communication Skills

High level communication skills - written and verbal

Mathmatical Skills

High level

REASONING ABILITY

• Organizational skills
• Excellent listening skills
• Excellent negotiating skills
• Ability to prioritze
• Excellent follow-up skills
• Analyze, assess and use of logic
  
  

CERTIFICATES, LICENSES, REGISTRATIONS

• Software - Windows, Word, and Excel
  
  

PHYSICAL DEMANDS / WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accomodations may be made to enable individuals with disabilities to perform the essential functions.

• Usual office environment with frequent sitting, walking, and standing
• Frequent use of eye, hand, and finger coordination enabling the use of office machinery
• Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices such as telephone
• The position requires consistent daily attendance to provide the necessary level of customer service
  
  

PROGRAMS USED, But Not Limited To

Microsoft Excel

Microsoft Word

Frontier

D365

NAV

SunRay Construction Notices

PrefSuite

Great Plains

D&B

BCR

Microsoft Outlook

RVI

AS400

Webex

Teams

Who We Are

On March 28, 2024, PGT Innovations was successfully acquired by MITER Brands and incorporated into the organization’s portfolio. MITER Brands is a family of leading window and door brands united by a passion for quality and relentless pursuit of 100% .

WHY WE’RE DIFFERENT

We have one purpose: Build the most valued window and door brand in America. But, like all great things, that journey starts by bringing together a team of the most passionate, experienced and dedicated window experts in the industry. From our team to our customers and our communities, we strive to inspire deeper engagements and new possibilities for all. Because we believe that business is always personal.

PEOPLE FIRST ISN'T JUST A CATCHPHRASE.

It's a value we live every day. We make investments for the long-haul, to ensure the success of all. Because when our people win, we all win.

DOING THE RIGHT THING IS IN OUR DNA.

Through best practices, strategic investments and our relentless Pursuit of 100%, we strive for higher quality, greater precision and more efficiency in everything we do.

WE SERVE OUR CUSTOMERS AT A DEPTH THAT OTHERS CANNOT.

We find every opportunity to deliver seamless engagements and the extraordinary experiences that lead to valued, long-lasting relationships.