What are the responsibilities and job description for the Blue Bell, PA - Credit Coordinator position at Peirce Phelps?
Overview
CREDIT REPRESENTATIVE
Location: Blue Bell, PA (HQ)
The Credit Representative is responsible for monitoring and maintaining accounts, identifies overdue accounts, maintains accurate account adjustments adhering to corporate credit and collections policies and procedures.
- Obtains credit reference requests on new accounts; verifies credit worthiness by utilizing the credit bureau data.
- Enters customer credit and COD account information into the ERP; maintains current customer contact information.
- Obtains credit bureau and credit reference information for credit line reviews for existing accounts.
- Collaborates with the Credit Manager and other department leaders to support the overall financial goals and objectives.
- Assists Credit Manager with file maintenance.
- Advises the Credit Manager of non-routine reporting transactions. Responds to inquiries from the Credit & Manager regarding special reporting requests.
- Sets and changes credit terms as instructed by Credit Management. Ensures compliance with corporate credit policy.
- Conducts collection calls on overdue accounts.
- Researches and resolves customer charge backs.
- Updates tax exemption status and maintains current tax status files on customer accounts.
- Monitors department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy. Processes weekly aging reports as required. Assists with the processing of new credit applications.
Requirements:
- High School Graduate or Equivalent.
- Two years of successful experience in credit/collection; preferably in manufacturing /distribution industries
- Must possess superior mathematical/bookkeeping skills such as account reconciliation
- Ability to communicate both oral & written effectively with both internal & external customers
- Ability to work in a high volume, transaction driven organization
- Ability to comprehend the necessary related documentation such as credit applications, credit reports, invoices and statements
- Ability to demonstrate professionalism & diplomacy to include telephone etiquette
- Must be detail-oriented, organized and have the ability to prioritize workflow while working on several projects at any given time
- Computer Skills: Microsoft Office Products to include Excel & ERP capabilities
Peirce-Phelps has been proudly serving our communities since 1926. We are a distributor of residential and commercial HVAC equipment, building/home automation and energy management systems. In addition, we stock all the parts and supplies required for installation and repair. We strategically and carefully partner with high quality manufacturers that stand behind their products. Together, we create a solid bond that is long-term and provides consistency in quality products and services. This success can only be attributed to employing the best workforce in the industry, which you could be a part of! Apply today for more information.
Why work with Peirce Phelps?
- Highly competitive pay
- Comprehensive benefits package
- Medical, dental, vision
- HSA available
- Wellness incentive program
- 401k w/ company match
- 3 weeks Paid vacation
- 6 Sick days
- 9 Paid holidays 2 floating holidays
- Short and long term disability
- Life insurance
- Supplemental insurance available
- Tuition Reimbursement.
- Growth and advancement Opportunities
