Previous Job
Previous
Credit Representative II
Ref No.: 18-01837
Location: Janesville, Wisconsin
Position Type:Contract
Start Date / End Date: 04/09/2018 to 09/30/2018
Job Title: Credit Representative II

Provide effective credit management relating to the order approval and collection functiions for key (critical) accounts within Area Credit (with responsibility for 20 or more branches). Responsibility of assigning and approving orders or credit limits to a level of $25K.

Perform all collection activities for assigned customer accounts in accordance with the company's credit policy and practices in a manner that will result in maximum sales, sound receivalbles and prompt payment.

Review customer orders throughout the day to determine release/hold status in accordance with company policy.

Conduct thorough credit investigation, utilizing means such as D&B, Bank & Trade references, financial statements, various other credit reports/websites and phone or on-site interviews with business owners, officers and managers to determine customer credit limits to a level of $25K.

Present credit file analysis with suffested credit actions for limits > $25K to Area Credit Manager.

Maintain thorough, current, and accurate customer information files, i.e. notes, proofs of delivery, invoice copies.

Understand customer's needs, making every effort to meet customer requests within a short turnaround time. Instill customer satisfaction that is recognizable and valuable to the customer.

Participate in Sales/Branch meetings and customers visits to promote partnerships, resolve problems, offer a credit prospective, and recommend EDI, EFT, or Summary Billing services as applicable.

Provide timely monitoring of at risk/large volume accounts. Communicate credit risks/opportunities to internal partners and management.

Monitor and update expiration of security instruments/documents.

Assist with training and development of Collection Specialists.

Must possess self-motivation, enthusiasm, and positive attitude and perform as a team player.

Performs other duties as assigned.

High school diploma or equivalent; some college and/or specialized training preferred. 2-4 years of equivalent knowledge and experience is highly desired.

Must have the ability to identify and solve problems, understanding priorities and focus on activities that drive results while meeting assigned deadlines.

Effective verbal and written communication skills, plus solid command of English grammar.

Computer literate and proficint in Microsoft Excel and Word. SAP experience a plus.

Efficient, professional use of Credit Form Letters, Internet emails, messages left on voicemail boxes (internal and external)

Demonstrated Leadership, effective interpersonal, negotiation, presentation and communications skills. Demonstrated ability to work in complex situations with professionalism and decorum.

Self Starter with strong initiative willing to challenge the status quo, normally receives no instruction on routine work, general instruction on new assignments.

Proficiency in the use of business math, and understanding and use of basic analytical skills.

Some local travel required.