Credit Representative

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 Literacy: Microsoft Office Products to include Excel & ERP capabilities