Job Summary: The CreditAdministrator I position is responsible for collecting balances due from accounts receivable customers and maintaining adequate customer contact. The position is accountable for reducing delinquent accounts, assisting in the reconciliation of assigned accounts, and documentation of transactions in a fast-paced goal-oriented environment.
Essential Job Duties and Expectations:
Review the order queue every 15 mins to ensure orders are being addressed in a timely manner
Be part of the Credit Phone Queue and ensure greater than 50% availability and 100% response time
Manage a credit portfolio between $7-$15M of accounts receivable
Review customer account history, past payments, average days to pay, credit limit, for order release
Communicate with sales and customers for orders that are pending release
Utilize weekly past due aging in addition to 30/60/90 aging report for account management
Systematically contact customers based on past due and amount status
Contact customers via email and telephone to address account status, a schedule account follow-up; Escalate matters in a timely manner to the Credit Manager
Respond to customer requests in a timely manner, to ensure positive collaboration and accurate resolution including but not limited to resolving account balance issues
Establish and maintain effective & cooperative working relationships with customers and all internal departments
Update customer account regarding communication between Credit and the Customer
Meet weekly with the Credit Manager to review accounts of 30+ days and determine the next course of action
Research and resolve disputes and payment variances. Utilize the ERP system daily to track and resolve disputes and address Disputed Invoices.
Participate in team huddles and meetings
Prepare monthly reports on delinquent accounts as defined by the Credit Manager (60+ day review)
Meet defined department goals
Perform other related duties as assigned by management; attend meetings and training sessions as required
Knowledge, Skill and Experience Required:
Minimum of 3 to 5 years of related commercial collections experience
Post-secondary business education preferred; high school diploma required
Ability to act in a professional manner and as a partner in all discussions
Ability to work effectively as a team member and multitask in a fast-paced environment
Intermediate to excellent understanding of business credit and collections
Ability to make sound credit decisions using customer credit history with Talley.
Intermediate skills in Excel (Lookup, Pivot, and Formulas are a plus), Word, and Outlook
Excellent Oral and Written communication skills – the individual communicates (written and verbal) with Customers and Talley Employees in a manner that is both clearly understandable and presented professionally.
Problem Solving – the individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfully.
Customer Service – the individual manages difficult person-to-person situations, responds promptly to requests, solicits feedback to improve service, responds to requests for service and assistance, and meets commitments.
Planning/Organizing – the individual prioritizes and plans work activities and uses time efficiently.
Adaptability – the individual adapts to changes in the work environment, manages competing demands, and can deal with frequent changes, delays, or unexpected events.
Dependability – the individual consistently follows all department policies and procedures.