Summary
The Credit Representative is responsible for contacting Worldpac customers to collect past due receivable balances. This will include negotiation of payment arrangements, resolution of customer disputes and working with internal teams to accomplish KPI’s, objectives.
The role will work closely with internal Credit team members and Commercial Sales and Customer First teams as necessary to resolve customer concerns causing delays in payments. The role will work with Collections management team on proper escalation of customers with payment issues. A strong customer service mindset is required for success.
The role will work closely with cross-functional departments and Credit team members to coordinate daily workflow and ensure compliance with SLAs. This role will work closely with key customers and the cross- functional teams to understand and resolve issues while adhering to established company policies and procedures.
Essential Duties & Responsibilities include the following:
Daily aging report monitoring and follow through on collection to assure that delinquent accounts are worked based on priority and in a timely manner and properly notated
Develop and maintain positive working relationships with all customers within assigned A/R portfolio
Reconciliation of past due balances, with clear and concise communication to our customers, sales staff, and management to resolve disputed balances
Resolves disputed and unapplied items on the customer accounts
Works with internal and external customer to clear open accounts receivable balances
Makes recommendations for setting up customer payment plans, placing customer accounts on hold and accounts to be placed with 3rd party collections and bad debt
Works in a team supportive environment
Performs other collection related duties as required by management
Complies with all established policies and procedures
Ability to organize and interpret data as well as communicating analytic results/recommendations
Able to manage multiple tasks simultaneously to completion with sound business judgment
Credit hold review and order releases per company policy guidelines
Special projects as assigned
Supervisory Responsibilities
None
Workweek
The regular workweek is forty hours, however, requirements of the position may warrant extended work hours. Associate must be available to work Saturdays.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Minimum Associates degree in Business related field preferred, or equivalent experience in lieu of Associate degree
2+ years’ experience in a credit and collections or customer facing role
Effective collections, issue resolution, deduction management, and negotiation skills
Collaborative attitude, as well as strong analytical and investigative skills
Proven ability to work both independently and as a team member
Understanding of basic accounting and bookkeeping procedures
Ability to communicate professionally and effectively with all levels of internal and external management through various methods of communication
Ability to define problems, identify solutions and follow through to completion
Excellent verbal and written communication
Strong decision-making skills with strong attention to detail and action results oriented
Working knowledge of AS400 system
Excellent customer service skills
Knowledge of transactional processes and systems
Certificates, Licenses & Registration
Is legally able to work in the United States.
Physical Demands
While performing the duties of this job, the associate is regularly required to talk, hear, stand, walk and use hands to handle or feel objects, tools or controls.
The associate frequently is required to reach with hands and arms.
The associate is frequently required to sit and occasionally required to climb or balance; and stoop, kneel and crouch.
The associate must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds
Specific vision abilities required by this job include reading vision for computer monitor and hard copy print.
Work Environment
The work environment characteristics described here are representative of those an associate encounters while performing the essential responsibilities of this job. While performing the duties of this job, the associate is occasionally exposed to airborne particles. The noise level in the work environment varies from quiet to moderate.
Representante de Crédito
WORLDPAC — Descripción del Puesto
El Representante de Crédito es responsable de contactar a los clientes de Worldpac para cobrar saldos vencidos de cuentas por cobrar. Esto incluye la negociación de acuerdos de pago, la resolución de disputas de los clientes y la colaboración con los equipos internos para cumplir con los KPI y los objetivos.
El puesto trabajará estrechamente con los miembros internos del equipo de Crédito y con los equipos de Ventas Comerciales y Customer First, según sea necesario, para resolver las inquietudes de los clientes que ocasionan retrasos en los pagos. Asimismo, colaborará con el equipo de gestión de Cobranzas en la escalación adecuada de los clientes con problemas de pago. Para tener éxito se requiere una sólida orientación al servicio al cliente.
El puesto trabajará en estrecha colaboración con departamentos multifuncionales y con los miembros del equipo de Crédito para coordinar el flujo de trabajo diario y garantizar el cumplimiento de los SLA (acuerdos de nivel de servicio). Este puesto trabajará de cerca con los clientes clave y los equipos multifuncionales para comprender y resolver problemas, cumpliendo con las políticas y los procedimientos establecidos por la empresa.
Incluyen, entre otros, los siguientes:
Ninguna.
La semana laboral regular es de cuarenta horas; sin embargo, los requisitos del puesto pueden justificar horas de trabajo extendidas. El asociado debe estar disponible para trabajar los sábados.
Para desempeñar este puesto con éxito, la persona debe poder realizar cada deber esencial de manera satisfactoria. Los requisitos enumerados a continuación son representativos del conocimiento, la habilidad o la capacidad requeridos. Se pueden realizar adaptaciones razonables para que las personas con discapacidades desempeñen las funciones esenciales.
Las características del entorno laboral descritas aquí son representativas de aquellas que un asociado encuentra al desempeñar las responsabilidades esenciales de este puesto. Mientras desempeña sus funciones, el asociado está ocasionalmente expuesto a partículas en suspensión. El nivel de ruido en el entorno laboral varía de tranquilo a moderado.