Associate- Credit Service Operations

Description

Position Summary

This position is responsible for supporting the overall objectives of the Corporate Finance department by providing administrative services and customer assistance to establish and maintain accurate trade credit accounts.

Position Duties/Responsibilities

Primary Responsibilities:

• Inputs information in the system for new customer accounts in accordance with defined protocols and service level commitments; interacts with sales operations personnel to ensure customer accounts are established promptly and accurately.
• Updates and maintains information in the systems for existing customer accounts in accordance with defined policies and procedures.
• Attends to external and internal inquiries/requests (received via phone and electronically) promptly regarding customer account balances and transactions; actively listens to customers to identify the issue and determines appropriate course of action to address inquiry/request.
• Resolves customer inquiries by providing transaction and account documentation; coordinates the necessary resources to address other inquiries/issues.
• Coordinates and collaborates with other individuals/departments to timely communicate and resolve customer account and invoicing issues.
• Processes customer payments in accordance with defined protocols.
• Assists with the maintenance of suitable customer Certificates of Insurance (COI).
• Performs research on customer account activity; assists in maintaining accurate customer account balances by proposing corrections and adjustments, as needed.
• Verifies bank and trade references provided by new and existing customers to support trade credit determinations.
• Provides professional, courteous and timely service to customers regarding account transactions and balances; promotes a positive image of the Company in all customer interactions.
• Assists with targeted collection campaigns, as assigned by management.
• Compiles data and prepares reports, as requested.
• Participates in implementing process and operational improvement initiatives
• Other duties, as assigned

Position Requirements

Required:

• High School Diploma or GED
• At least 2 years of experience in a customer service, general accounting or commercial credit role in a corporate environment.

Preferred:

• Associate Degree in business related field (Accounting, Finance, Business Administration, etc.)
• Experience with data manipulation/analytics tools and Enterprise Resource Planning (ERP) systems
• Knowledge, Skills, And Abilities
• The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
• Excellent customer service skills (preferably in a professional office environment)
• Strong interpersonal skills and ability to manage conflict in a win/win style
• Detail-oriented and accurate with numbers and data
• Strong organizational and time-management skills, with the ability to multi-task
• Strong computer/technology skills (Outlook, Word, Excel and PowerPoint), with the aptitude and ability to leverage data and technology in the performance of responsibilities • Ability to work in a fast-paced, results-oriented, deadline-driven environment
• Ability to build and maintain effective customer and professional relationships through strong interpersonal skills with emphasis on relationship-building and consistent demonstration of solid professional judgment
• Professional demeanor with both internal and external contacts including personal appearance and friendly, courteous treatment of peers and people at all levels inside and outside the organization
• Excellent communication skills, including verbal, written and listening skills
• Solid understanding of business processes and workflows

Other Requirements of Position

• Works under close supervision. Employee may act independently for reoccurring assignments, but supervision is readily available for unfamiliar situations or problems.
• Major responsibilities do not typically require exercising independent judgment. Detailed instructions or established procedures are usually available as guidelines for most aspects of the job.
• Frequently communicates with management, coworkers, and customers.
• No formal responsibility for supervising others.
• Maintains equipment and supplies to avoid waste, damage to areas and equipment and to prevent accidents.

The duties and responsibilities outlined in this posting are not exhaustive and may evolve based on business needs. All MacAllister Machinery companies are an Equal Employment Opportunity Employer, including Disabled and Veteran applicants.