Credit Clerk, Sr. jobs in Bellingham, WA

Description

OVERALL JOB DESCRIPTION:

The Credit & Collections Specialist is responsible for timely evaluation and decision-making of new customer credit applications within their delegation of authority.    This position also communicates with customers regarding their outstanding, past-due balances to ensure Coleman Oil receives payment from customers.  This role interacts with our customers on a daily basis by email, telephone or text and provides excellent service related to the current status of accounts, payments and other concerns. 

 This role also interacts with sales representatives and other internal associates to help resolve any issues or concerns the customer may have regarding their invoices or account.

JOB DUTIES:

• Monitor the Aging report to identify overdue customer accounts.
• Contact customers by email, telephone, text to entice prompt payment of overdue balances greater than 15 days, providing assistance by answering questions and process requests.
• Evaluate new credit applications with credit investigation tools utilized by Coleman Oil.  Communicate credit decisions through Salesforce same day or within 24 hours of receipt.
• Perform periodic reviews of existing customer accounts as directed by policy or when the customer’s credit status warrants a review. 
• Monitor customer exceptions to ensure customer accounts are within their credit limit.
• Perform creative skip tracing techniques to locate customers
• Provide thorough and accurate documentation to customer accounts through our communication channels
• Utilize judgment to analyze the customers ability to pay and establish a repayment plan
• Place customer accounts on credit hold, following guidelines, and communicate actions
• Identify areas of opportunity for optimizing results and improving customer satisfaction
• Service accounts by investigating problems and finding resolutions to help overcome objections that customers may have about making payments and working towards solutions that best fit the customer needs, creating a positive customer experience
• Monitor new orders that go on Credit Hold and resolve or communicate the hold status and resolution.

Qualifications

POSITION REQUIREMENTS:

• Excellent written and verbal communication combined with analytical and problem-solving skills
• Demonstrated ability to multi-task and work in a fast paced and challenging environment
• Flexibility and ability to adapt to business needs
• Capability of gaining customer loyalty through listening, relationship building and professional and persuasive communication skills
• Proficient in Microsoft applications and a quick learner in Enterprise computer solutions

COMPENSATION:

Starting Salary: $20.00 to $25.00 DOE

Full Salary Range: $19.00 to $30.00 DOE

BENEFITS:

Health - We offer a comprehensive benefit package including medical, dental, vision, long term disability and ancillary options that include accident, critical illness, life insurance, flexible spending accounts, health savings accounts, short term disability and whole life.  These benefits are available to full time employees.

401(k) - Full time and part time employees are eligible to enroll in the company 401(k) plan following a predetermined amount of time.  This option comes with a company match of up to 4%.

Days Off – Employees will accrue 1 hour of paid time off for every 40 hours worked, one personal day on the 1st of January each year and six paid holidays throughout the calendar year.

Other – Employees may be eligible for an annual bonus.