What are the responsibilities and job description for the CREDIT SPECIALIST II position at Bureau Veritas?
Position Summary
Maintain client’s timely payment of open accounts and review records and transactions associated with Accounts Receivable
Objective
Providing customer service regarding collection issues, process customer refunds, process and review account adjustments, resolve client discrepancies and short payments. Responsible for monitoring and maintaining assigned accounts- Customer calls, account adjustments, small balance write off, customer reconciliations and processing credit memos.
Major Roles & Responsibilities
- Contact clients via telephone, fax or email, on a daily basis to ensure payments are made in full and on time
- Enforce Credit Hold Policy
- Maintain JDE and BV Lab databases
- Account reconciliation as needed to include use of Excel, Word and /or JDE
- Miscellaneous Cash & AR Research and filing
- Assist Supervisor with new hire training, share knowledge with internal and external customers
- Other duties as assigned by Supervisor/Manager
Knowledge, Skills, Abilities
- Possess knowledge of the department’s office procedures and equipment
- Ability to grasp and retain knowledge of new systems, processes and equipment
- Good organizational skills
- Computer skills – Lotus notes, MS Office – Strong Excel Skills, Word & Access, Knowledge of JDE software a plus
- Excellent written and verbal communication and interpersonal skills
- Detail oriented
- Possess strong problem solving skills
- Ability to handle confidential information
- Individual and team ethics
- Possess an energetic commitment to work and quality
- Ability to work well and multi-task in a fast paced, high pressure environment
Experience and Educational Background Required for the Job
Specialist I:
- 4 year degree with no experience -OR- 2 year degree with 2 years related experience -OR- no degree with 5 years’ experience
Sr Specialist:
- 4 year degree with 2 years experience -OR- 2 year degree with 4 years experience -OR- High School Diploma with 6 years related experience
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