Credit Assistant

Quest Oracle Community; Smyrna, Northern (GA, KY); Hybrid; USD 38,000 - 48,000; Full time

Job summary

S.P. Richards Company in Smyrna, GA is seeking a detail-oriented Accounts Receivable/Credit Clerk to support the Credit Manager with aging reports, collections, and reconciliation tasks.

You will navigate customer portals, prepare worksheets for past due items, and assist with credits, remittances, and monthly GL adjustments. The role requires a high school diploma and at least one year in accounts receivable or credit, with a preference for a college degree.

Qualifications

• High School diploma and one year's accounts receivable or credit department experience or equivalent combination of education and experience.
• College Degree preferred.

Responsibilities

• Maintain and actively work aging portfolio to prepare account updates to credit manager for key monthly aging review meetings.
• Research and prepare worksheets used to resolve and collect past due items on customer accounts with an emphasis on deduction, skip and dispute resolution.
• Navigate customer's web portals to review vendor program debits, access remittance information and, create and monitor dispute cases.
• Prepare reports and updates for National and Regional Accounts as requested.
• Work with sales and accounting to get credits issued and complete monthly GL adjustments.

Skills

Communication

Computer Skills

Customer Focus

Delivers Results

Dependability

Interpersonal Skills

Problem Solving/Analysis

Education

High School diploma

College degree preferred

Tools

Excel

VLookups

PeopleSoft

Client Server tech

Job description

S.P. Richards Company

S.P. Richards is an Equal Opportunity Employer and fully subscribes to the principles of Equal Employment Opportunity. The company ensures that all applicants and employees are considered for hire, promotion and job status, without regard to race, color, religion, gender identity, sex, sexual orientation, national origin, age, veteran status, disability, or any other characteristic protected by law.

Summary

Research and prepare worksheets used in the collection and resolution of large National and Regional accounts. Customer account collections on smaller accounts. Assist Credit Manager in related duties.

Location

Smyrna, GA - Near the Battery Center

Essential Duties and Responsibilities

include the following. Other duties may be assigned.

• Maintain and actively work aging portfolio to prepare account updates to credit manager for key monthly aging review meetings.
• Research and prepare worksheets that will be used to resolve and collect past due items on customer accounts with an emphasis on deduction, skip and dispute resolution.
• Navigates customer's web portals to review vendor program debits, access remittance information and, create and monitor dispute cases.
• Maintains well organized electronic research files on the Public Server.
• Maintains good working relationships with the customer's accounts payable personnel and various SPR departments, for the purpose of giving and obtaining information and working jointly on customer problems.
• Follow up and collect payment on accounts and ensure they are logged and posted correctly.
• Provide the necessary backup for the processing of faxed checks and new account processing.
• Answers phone calls and overflow calls from the Credit Manager and assists field personnel and customers.
• Prepare reports and updates for National and Regional Accounts as requested.
• Work with sales and accounting to get credits issued and complete monthly GL adjustments.
• Complete credit references as needed.
• Orders credit reports and credit information as directed.
• Provides invoice copies, proof of delivery, check copies, and other documents as requested.
• Maintains filing for assigned territory.

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 accommodation may be made to enable individuals with disabilities to perform the essential functions.

Competencies

Communication, Computer Skills, Customer Focus, Delivers Results, Dependability, Interpersonal Skills

And Problem Solving/Analysis

Education/Experience

High School diploma and one year's accounts receivable or credit department experience or equivalent combination of education and experience. College Degree preferred.

Language Ability

Ability to read, analyze, and interpret general business periodicals, and credit journals. Ability to write reports, business correspondence. Ability to effectively present information and respond to questions from managers and customers.

Math Ability

Ability to calculate figures and amounts such as discounts, interest, percentages.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills

Excel Spreadsheets Including VLookups, large data aggregation, other Excel functions like data sorting, filtering, sub-totaling etc., Word processing, E-mail, imaging system and Client Server based technology. PeopleSoft software is helpful. Ability to navigate customer web portals.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

The noise level in the environment is low to moderate.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job the employee is regularly required to sit; use hands to finger and handle or feel and talk or hear. The employee is frequently required to walk and reach with hands and arms. The employee is occasionally required to stand.

The employee is occasionally required to lift up to 10 pounds. The vision requirements include close vision, distance vision, peripheral vision and ability to adjust focus.

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