Credit Collections Representative

Position is responsible for performing customer collections for aftermarket invoicing and monitoring the credit risk of customers. Responsibilities include in depth knowledge of Sage100 and IFS operations and processes. The Incumbent performs all job functions in a high quality, efficient and timely manner. Incumbent works directly with customers to resolve a variety of possible collection disputes. Incumbent is proactive in process improvement and makes recommendations to supervisor and team members on process or product improvements to ensure customer satisfaction.

ESSENTIAL RESPONSIBILITIES:

• Performs high quality, efficient and timely collection calls for aftermarket invoices.
• Handles emails from company general AR email address.
• Performs credit checks for new customers which includes contacting credit references and bank references and maintains current customer information in Sage100.
• Monitors customer credit, customer credit holds and company escalation policy.
• Leads monthly collection meetings with operating divisions.
• Performs on-line billing back-up if necessary (if billing team is unavailable).
• Requests credit memos for customers after appropriate management approval.
• Requests sales tax exemption certificates for new customers.
• Periodically updates sales tax exemption certificates received from customers.
• Prepares and enters sales tax credits to tax exempt customers.
• Works with outside collection agencies and bankruptcy cases.
• Consults with other team members and other divisions on machine collection issues.
• Makes recommendations for write-offs and advises sales and service management.
• Continuously reviews current processes and searches out improvement methods. Recommends modifications and improvements to processes and procedures.
• Based on business need, assists, supports and/or performs other job functions within department or other work areas within scope and ability.

• Degree in accounting/finance preferred, not required.
• Demonstrated ability to follow written and verbal directions.
• Demonstrated application and commitment of customer satisfaction.
• Good interpersonal communication skills.
• Good phone interactive skills.
• Ability to maintain professional conduct when dealing with customers, peers, builder representatives and suppliers.
• Demonstrated self-starter and effective planning and organization skills.
• Demonstrated the ability to work independently with proper communication and self-starting skills.
• Ability to participate as a member of a team, crossing department and divisional lines.