Credit Account Specialist Primary Purpose: Process requests from customers for credit for the rental and/or purchase of equipment. Collect on delinquent accounts in accordance with Company credit policy.
Essential Functions:
Process requests to open a credit account with Admar Supply. Contact customer to obtain any missing or incomplete information. If customer rating meets our guidelines issue an approval. If customer rating does not meet our guidelines, inform Sales Rep working with the customer. On daily basis make calls to assigned customers to collect on delinquent accounts. Identify customer accounts that need to be sent to outside collection agencies. File mechanics liens as needed and requested. Generate and distribute customer invoices according to billing schedule. Respond to customer billing questions either by phone or email. Research issue(s) to obtain all pertinent information about the account by contacting the Sales Rep and/or Branch Manager. Provide clear, concise information back to customer on a timely basis, letting them know how issue(s) will be resolved. Properly apply credits, payments, deductions and taxes to assigned accounts. Furnish credit related information to sales and rental departments as requested for completion of sale and rental contracts. Review and update customer credit history on regular basis to make sure the customer credit line is appropriate. Maintain customer tax exemption and insurance certificate files. Ensure update certificates are received and filed on a timely basis. To perform this job successfully, an individual must be able to perform each essential function satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Requirements:
Required Experience / Education The requirements listed below are representative of the knowledge, skill and/or ability required for this position.
Education and Experience:
High school degree required; 2 or more years experience working in a credit / collection department desired. Knowledge of and experience with construction equipment rental industry extremely helpful.
Language Skills:
Ability to read and understand written directions and procedures. Ability to respond to common inquiries or complaints from customers. Ability to effectively communicate with managers and other employees. Must be able to effectively communicate face-to face, over the phone or through email. Mathematical Skills: Ability to add, subtract, multiply and divide and work with common fractions and decimals to figure items such as discounts. Reasoning Ability: Ability to define problems, collect data, establish facts. Ability to interpret and follow instructions, solve problems involving concrete variables within well-defined situations. Other: Proficiency in the use of word processing and spreadsheet software, able to multi task efficiently. Demonstrated customer service and organizational skills required.
Physical Demands:
The working environment for this position is that of a typical office with a noise level that is usually quiet. While performing the duties of this job the employee is required to sit, hear, talk, stand, walk, use hands to finger, handle and feel; data entry / typing duties comprise from 75% to 90% of time during a typical work day. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and distance vision.
