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Credit Representative

JOBOVERVIEW:
This position is responsible to maintain daily contact withcustomers to collect credit information, maintain accurate records, follow upon all customer accounts, process payments to resolve open balances, reviewcredit applications to set extensions of credit based on internal guidelinesand negotiate payment arrangements as needed to minimize outstanding debts. Communicatewith other departments to help resolve outstanding issues and ensure continualbusiness flow.
KEYRESPONSIBILITIES:
20% - 50% Handle daily inbound and outbound collection calls to customers, reconciling customer problems, following up on open issues, documenting customer notes, providing excellent customer service, handling incoming calls from internal and external customers, processing orders from a credit perspective and all other assigned daily credit and collection programs.
20% - 40% Maintain communication with customers regarding the status of accounts as it relates to exposure, aging, past due balances and orders pending credit approval. Interact with Sales regarding customer related issues.
10% - 20% Transfer calls to appropriate sales personnel indicating the reason the customer is on hold, to assist in resolving the issue.
10% - 20% Communicate onboarding process to customers and sales. Review new customer applications and relevant credit history through credit bureau and agency reporting to determine customer credit limit eligibility based on guidelines developed by management.
10% - 20% Prepare collection letters for accounts in poor standing; compile related documents (duplicate copies of outstanding invoices, proofs of delivery) for accounts placed with collection agencies.
10% - 30% Negotiate and establish payment plans, when necessary, for accounts dealing with hardships or experiencing cash flow issues.
5% - 70% Handle equipment orders, which may require review of customer credit history, working with a lending source or leasing company, and partnering with the Equipment departments. Monitor open balances and coordinate collection of deposits required before installation.
5% - 10% Reconcile customer accounts by resolving any problems preventing timely payments. Assist customers who have credit/collection reconciliation problems with their outstanding balance.
5% - 10% Assist Cash Application team in applying multiple invoice checks and identifying accounts receivable adjustments. Research payments/credits that have been misapplied, duplicated or short paid due to sales tax, freight and other sales related issues.
5% - 10% Assist with daily credit functions, including account file maintenance, correspondence, processing of payments (credit card and ACH) and invoice inquiries. May provide credit references for customers.
Emphasis on day-to-day duties and responsibilities may vary based on departmental needs and/or at management direction.
SKILL:
Very good understanding ofthe job and apply knowledge and skills to complete a wide range of tasks. Applyacquired knowledge of procedures and external regulations.
COMPLEXITY:
Work on assignments thatare moderately difficult and may require judgment and initiative. Understandimplications of work and make recommendations for solutions. May be responsiblefor making independent procedural decisions.
SUPERVISION:
Work under minimal supervision andmay determine methods and procedures on new assignments.
Henry Schein, Inc. is an Equal Employment Opportunity Employerand does not discriminate against applicants or employees on the basis of race,color, religion, creed, national origin, ancestry, disability that can bereasonably accommodated without undue hardship, sex, sexual orientation, genderidentity, age, citizenship, marital or veteran status, or any other legallyprotected status.
PREFERRED EDUCATION:
Typically High School education,vocational training and/or on-the-job training. Bachelor's degree preferred.
GENERAL SKILLS & COMPETENCIES:
Very good time management skillsand the ability to prioritize work and meet deadlines
Very good attention to detail andaccuracy
Customer service oriented andability to work with complex issues
Ability to plan and arrangeactivities
Very good interpersonalcommunication skills
Very good written and verbalcommunication skills
Ability to maintain confidentialand highly sensitive information
Ability to work in a teamenvironment
Ability to multi-task
Establish productive workingrelationships at multiple levels within the organization
SPECIFIC KNOWLEDGE & SKILLS:
Focus on internal and external customer service
Working knowledge of Microsoft Office suite of products
Familiarity with credit bureau and agency reporting
Telephone etiquette and negotiation
Experience with JDE AS400 System format preferred
Familiarity with Accounts Receivable Management Solutionproducts (Cforia/MC2).
PERFORMANCE REQUIREMENTS:
Typically, to advance to anew job level, TSMs must demonstrate professional behavior and shouldconsistently be at the high-end of meets expectations or consistently exceedexpectations.
TRAVEL / PHYSICAL DEMANDS:
Travel typically less than10%. Office environment. No special physical demands required.
Henry Schein, Inc. is an Equal Employment Opportunity Employerand does not discriminate against applicants or employees on the basis of race,color, religion, creed, national origin, ancestry, disability that can bereasonably accommodated without undue hardship, sex, sexual orientation, genderidentity, age, citizenship, marital or veteran status, or any other legallyprotected status.


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