Credit Coordinator

Company Description

Performance Foodservice, PFG's broadline distributor, maintains a unique relationship with a variety of local customers, including independent restaurants and hotels, healthcare facilities, schools, and quick-service eateries. A team of sales reps, chefs, consultants and other experts builds close relationships with each customer, providing advice on improving operations, menu development, product selection and operational strategies. The Performance Foodservice team delivers delicious food, but also goes above and beyond to help independent restaurant owners achieve their dreams.

Job Description

The Credit Coordinator position will perform the following duties:

The position will assist in maintaining files for adequate and current financial information and documentation sufficient to properly evaluate and document the creditworthiness of existing and prospective clients. Assisting analyst with gathering documentation required for refunds, demands and collections. The important duties and responsibilities for the job of Credit Assistant included but not limited to:

• Enter, update and retrieve information for credit applications. Communicate with Area managers, District Managers, previous clients and incoming customers to request information to complete:
• Maintain spreadsheet of incoming applications and document missing information, send emails to Area managers, District managers and Senior Analyst/ Credit manager on missing pieces, log when information is received
• Pulling reports for applications in Experian , D&B and credit references
• Ensure that all approved applications comply tax forms and routing information
• Review details with Credit Manager or Senior Credit Analyst as needed to determine terms for customer set up once complete -
• Input all information in MDM, Foodstar, X-Drive and Tax Silo
• Assist Analyst in getting invoice copies requested back to customers
• Assist Analyst in gathering information to process refunds: search business to see if active, obtain updated W9 if not on file, complete vendor set up request documents
• Assist Analyst in gathering collections packets, compiling customer applications, statement and invoices with signatures to forward for demands or collections
• Managing basic office administrative tasks including filing, printing, reporting and emailing
• Answering phone calls and collecting information to assist in customer issues and relaying that to the correct analyst
• Collects and prepares information for meetings
• Good computer skills efficient in excel
• Teamwork skills
• Strong written and verbal communication skills
• Attention to detail
Other duties as assigned by your manager

Required Qualifications

High School Diploma or Equivalent

Minimum 1 year experience in Collections /or Accounts Receivable or Finance

Proficient Computer Skills: Example Microsoft and Excel

Excellent verbal and written communication skills

Preferred Qualifications

Foodservice Collections experience preferred

education finance

EEO Statement

Performance Food Group and/or its subsidiaries (individually or collectively, the "Company") provides equal employment opportunity (EEO) to all applicants and employees, regardless of race, color, national origin, sex, marital status, pregnancy, sexual orientation, gender identity, religion, age, disability, genetic information, veteran status, and any other characteristic protected by applicable local, state and federal laws and regulations. Please click on the following links to review: (1) our EEO Policy; (2) the "EEO is the Law" poster and supplement; and (3) the Pay Transparency Policy Statement.