Job Description

Job Summary

This position is responsible for overseeing all credit activities including new account review and setup of credit related information, establishment of credit limits and terms, order release, and management of accounts receivable and customer deductions for all domestic and international customers.

Essential Duties

• Vet all new customers.
• Establish, maintain and update credit limits for all customers both new and existing.
• Work with sales, sales service and traffic departments to facilitate smooth order processing and release.
• Collect and reconcile customer accounts.
• Track invoices that are issued outside of the order entry system as well as associated payments.
• Notify sales and management of any collection concerns.
• Oversee and perform cash application.
• Review completed credit memo requisitions for accuracy and approve for data entry.
• Provide notice and required documents to the Credit Assistant for deduction processing.
• Prepare and enter adjustments to accounts receivable.
• Prepare and distribute monthly accounts receivable reporting for management.
• Process broker deductions as required.
• Oversee and manage the activities of the Credit Assistant.
• Perform other related duties as required.

Skills, Abilities, and Education

• Technical: General understanding of basic accounting.
• Technology: Working knowledge of, or ability to learn, various software programs and applications – experience with D365 and navigating customer online portals a plus. Proficiency in Microsoft Office products including Excel, Outlook, PowerPoint and Word required.
• Leadership/Behaviors: Demonstrates a high customer service focus related to both internal and external customers with the ability to facilitate and navigate difficult and stressful situations with focus and tact. Balance and maintain the company’s best interest in all aspects of the position.
• Language: Strong written, verbal and tactful communication skills.
• Education: Bachelor of Science degree in Accounting, Finance, Business Management or other related field; or equivalent, progressive work experience in credit management required.
• Experience: Five to seven years of experience in credit and collections in a leadership role required, as well as general knowledge of exports sales and documentation.
• Certifications: Certifications related to credit, customer service and/or export processes a plus.

Working Climate

Position is primarily sedentary and performed in an office environment. Travel may be required but is not routine.

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