Credit Service Representative

Company: Bobrick
Location: Los Angeles
Posted on: May 8, 2024

Job Description:

Summary:

This position provides effective credit service with minimal errors (as outlined in checklist), timely response to internal/external customers with a high level of accuracy and efficiency. This position is required to meet all company and departmental standards and guidelines.

• Monitoring accounts on a daily basis, identifying outstanding receivables and timely collections using statements and invoices, as needed.
• Resolving past due balances and reconciliation issues, including discrepancies and chargebacks, within our policy guidelines which requires working with clients, then escalating to internal departments for review and validation in a timely manner
• Experience in credit risk including reviewing managing orders pending release and whether orders can be released based on historical data, Experian and conducting credit reviews (bank/trade references).
• Processing credit card payments
• Prefer experience in construction and/or manufacturing background.
• Proficient in Modules E and F, with some knowledge and understanding at the G levels.
• Work in team environment to meet department goals for setting up new accounts; accuracy guidelines; productivity standards and supporting members who are backlogged.
• Express and work towards department and system improvements (includes participation in company Method Improvement Program).
• Utilize excellent written and verbal communication skills to effectively interface with coworkers, internal and external domestic, international and branch-based customers to resolve account concerns in a clear and positive manner.
• Possess excellent listening skills in order to apply self-start, judgment, critical thinking and problem solving techniques to effectively assess customer needs and resolve concerns.
• Respond to all inquiries via phone, email and/or in person within a timely manner and per department standards.
• Responsibilities include, but are not limited to:
• Identify when PIA & COD emails should be sent
• Handle customer concerns on incorrect billings and/or refund requests
• Understanding credit policy/discounts and merchandise returns and resolving debit memos
• Assign specific locations for work in process; ensure work is accessible to other team members during an absence
• Respond to customer inquiries on debit/credit memos
• Understand A/R applications and adjustment sheets
• Support and represent the department in a professional manner.
• Bring problems to supervisor's attention prior to involving other department's managers or supervisors. Inform supervisor and/or team leader when workload prevents standards from being met.
• Develop a personal and/or career growth and training program with department manager.
• Present concerns in a problem-solving manner.
• Have good knowledge of department Credit Policies and Procedures. QUALIFICATIONS
  • Working knowledge of Microsoft Office, Word, Excel, etc.). Preferably intermediate level.
  • Two-Three years credit/collections experience
  • Prefer experience in construction and/or manufacturing background.
  • Ability to understand and apply basic accounting principles.
  • Must have the ability to effectively communicate both orally and in writing
  • Must be able to deal tactfully with customers and their representatives.
  • Knowledge of the collection process, invoicing and payment applications a plus.
  • Ability to work in a fast-paced environment, which also requires multi-tasking, responding to internal/external clients same day and shifting priorities as needed.
  • Ability to work independently with minimal, routine direction as well as working in a team environment
  • Must be able to use judgment and decision making skills in resolving customer concerns.
  • Must be able to work to time sensitive deadlines a majority of the time.
    
    Pay: $29.74 - $37.17 per hour

Keywords: Bobrick, El Monte , Credit Service Representative, Sales , Los Angeles, California