What are the responsibilities and job description for the Credit & Collections Coordinator position at Ben E. Keith Company?
1. Key Purpose Statement – Position OutputsThe purpose of the Credit & Collections Coordinator position is to provide administrative support of the Day-to-day operations of the credit department.Note: • Setup, process and monitor progress of credit applications, including follow-up to completion. • Provide excellent customer service internally and externally. • Maintain, re-reference and follow-up with customers various needs. • Other duties may be assigned as needed 2. Outputs (Goals) and AccountabilitiesThe key outputs for the Credit & Collections Coordinator are listed below.KEY OUTPUTS • Setup customer accounts and maintain the master customer file, ensuring that all customer credit data is recorded, filed, and entered in the database, accordingly, including verification and documentation of customer taxability. • Processing of references for credit applications. • Follow-up and auditing of new customer account files for completion. a. Provide excellent customer service internally and externally. • Respond to customer invoice requests in a timely manner. • Responsible for researching invoice short pays and follow-up to invoice resolution. • Responsible for Government accounts ageing reports, maintenance, credit memo, b. Maintain, re-reference and follow-up with customers various needs. • Processing of non-sufficient funds checks; including notes and changes to customer accounts. • Maintain monthly tax reports and communicate with Customers and Sales Team what tax permits will be expiring c. Other duties may be assigned as needed. • Reviewing accounts receivable records and investigate for discrepancies or errors • Ability to effectively present information and respond to questions from groups of managers, clients, and customers • In performing this job, the employee will have access to highly confidential information which must not be copied or shared with anyone other than those authorized by management. Disregard of this responsibility could result in disciplinary action including discharge and/or legal liability.
3. Competency Requirements a. Knowledge and Experience – The following are education and experience requirements for the Credit & Collections Coordinator • High School graduate / GED • Previous experience with credit/collections is preferred • To perform this job successfully, an individual should be proficient in their use of Microsoft Office applications including Word, Excel, Outlook, and PowerPoint • Ability to effectively communicate both verbally and in writing • Ability to learn and use all Ben E. Keith applications. • Valid driver’s license is required for driving to perform Company business
b. Roles, Skills and Attributes Required Listed below are skills and attributes that will promote successful job performance as a Credit & Collections Coordinator • Monday through Friday, 8 a. m. to 5 p. m. • Daily schedule may need to be adjusted to accommodate business needs • Customer-focused • Must be 18 years or older. • Represent Ben E. Keith with professionalism, maintain a positive attitude and follow dress code.
Physical Requirements:• 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 accommodations may be made to enable individuals with disabilities to perform the essential functions.• While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.• While performing the duties of this Job, the employee is occasionally exposed to wet and/or humid conditions. The noise level in the work environment is usually moderate.