job summary : Responsibilities :

Responsibilities :

• Assist Credit Manager in everyday activities including collection calls / emails.
• Contact & document all delinquent accounts and request payment to bring the account current.
• Process payments (credit cards, checks, ACH & wire payments).
• Maintain established Progress Payment Schedules for larger projects.
• Pull credit reports for Credit Manager to review for new applications or existing customers.
• Maintain and update credit files.
• Set up new customer accounts in P21.
• Manage / update customer account information in P21, including adjusting credit lines.
• Prepare all Notice To Owners, to include verifying order and sales tax amounts.
• Assist Credit Manager with lien releases and start up approvals.
• Review invoices for accuracy prior to mailing / emailing / submitting via portals to customers. Locate any missing paperwork & maintain customer files.
• Maintain tax-exempt certificate information in P21.
• Assist with year-end tax exemption mailer and update.
• Assist customers on the phone (address changes, requests for invoice copies, etc.).
• Maintain our information on customer portals.
• Serve as backup to Credit Manager in areas assigned.
• Working knowledge of order entry in P21.
• Any other day-to-day matters for the department

Skills : Credit Collections, Process Payments, Credit reports, Invoices, Administrative Duties, Microsoft Office Experience : Experienced2 year(s)

responsibilities :

• Assist Credit Manager in everyday activities including collection calls / emails.
• Contact & document all delinquent accounts and request payment to bring the account current.
• Process payments (credit cards, checks, ACH & wire payments).
• Maintain established Progress Payment Schedules for larger projects.
• Pull credit reports for Credit Manager to review for new applications or existing customers.
• Maintain and update credit files.
• Set up new customer accounts in P21.
• Manage / update customer account information in P21, including adjusting credit lines.
• Prepare all Notice To Owners, to include verifying order and sales tax amounts.
• Assist Credit Manager with lien releases and start up approvals.
• Review invoices for accuracy prior to mailing / emailing / submitting via portals to customers. Locate any missing paperwork & maintain customer files.
• Maintain tax-exempt certificate information in P21.
• Assist with year-end tax exemption mailer and update.
• Assist customers on the phone (address changes, requests for invoice copies, etc.).
• Maintain our information on customer portals.
• Serve as backup to Credit Manager in areas assigned.
• Working knowledge of order entry in P21.
• Any other day-to-day matters for the department

qualifications : Experience

Experience

• Experienced
• 2 years

Education

High School (required)

skills :

• Credit Collections (2 years of experience is required)
• Process Payments (2 years of experience is required)
• Credit reports (2 years of experience is required)
• Invoices (2 years of experience is required)
• Administrative Duties (2 years of experience is required)
• Microsoft Office (2 years of experience is required)
7 hours ago