Credit and Collections Representative -GWW - US

JOB SUMMARY

The Credit & Collections Representative is responsible for the maintenance and administration of credit limits, payment terms and collection of delinquent accounts receivable for an assigned portfolio of accounts.

RESPONSIBILITIES

• Review orders on credit hold and determine within the parameters of company policy whether to remove the order from credit hold or to hold the order pending resolution of the customer's account.

• Collect monies owed from delinquent accounts within an assigned portfolio and provide guidance to Sales Consultants regarding same.

• Identify potential bad debt and attempt collection, escalating to appropriate management for further action or guidance if needed.

• Respond to customer statement inquiries, answer correspondence and phone requests from customers and Sales Consultants, and solicit information from Sales regarding returned mail.

• Help reconcile customer accounts as needed.

• Review existing customer credit limits when requested with the ability to increase a credit limit to a maximum of $25,000. Anything higher than $25,000 is escalated to a Supervisor/Manager.

• Recommend and prepare files for outsourcing to collection agencies when required after all collection attempts have failed.

• Coordinate with internal departments, such as Sales and Customer Service, to obtain necessary information to resolve payment disputes and address customer inquiries regarding outstanding balances.

• Assist with payment portal and e-delivery requests.

QUALIFICATIONS

Education

Degree in Business, Finance, Accounting, or related field, or equivalent industry experience.

Experience

3-5 years' related Credit & Collections experience.

Professional Skills

• Excellent communication (verbal and written), interpersonal and professional interactive skills are necessary to perform at a high degree of proficiency. Ability to effectively present information and respond to questions from suppliers, customers, management and inter-department staff. Capable of working with internal staff from other departments in a proactive and constructive manner.

• Ability to plan, prioritize and execute multiple tasks/deadlines in a fast-paced environment. Uses time effectively.

• Customer Service - Respond promptly to requests for service and assistance as needed. Follow up as needed.

• Problem Solving - Identifies and resolves problems in a timely manner. Gathers and analyzes information skillfully. Develops alternative solutions.

• Judgment - Displays willingness to make decisions. Exhibits sound and accurate judgment. Makes timely decisions.

• Adaptability - Able to readily adjust to changing circumstances, new information, or evolving priorities, demonstrating flexibility in approach and a willingness to learn new skills to effectively navigate a changing work environment.

• Detail Oriented - Attention to details and accuracy.

• Ability to understand and execute all relevant policies and procedures in a consistent, timely and objective manner.

• Proficient experience using Microsoft Office (Outlook, Excel, Word).

• Knowledge of ERP systems (i.e., Oracle PeopleSoft) and credit reporting systems (Dun & Bradstreet, Creditsafe).

Physical Demands

The physical, mental, and environmental conditions in which the work is performed. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of this job.

• Regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear.

• Frequently required to sit and reach with hands and arms.

• Occasionally lift and/or move up to 10 pounds.

Work Environment

• While this position will primarily work in an office environment, limited travel may be required to attend other office locations, company events, staff meetings, training sessions, and/or industry or vendor trade shows.

• May be required to utilize personal vehicles for business travel that may result in long periods of sitting.

• Must maintain a valid driver license and provide proof of current automobile insurance coverage as set forth by Sysco

• The noise level in the work environment is usually moderate.

• This position may require evening and weekend work depending on business needs.

This job description indicates in general terms, the type and level of work performed as well as the typical responsibilities of employees in this classification. The duties described are not to be interpreted as being all-inclusive to any specific employee. Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Nothing in this position description changes the at-will employment relationship existing between the Company and its employees. This job description supersedes prior job descriptions.