Credit & Collections Administrator

TriMark USA; Cleveland (OH); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Tuition reimbursement

Pet insurance

Legal insurance

401(k)

Job summary

TriMark USA, the nation’s largest provider of design services and equipment to the foodservice industry, seeks a Credit & Collections Administrator in Cleveland, OH. Hybrid, full-time; reports to the Credit & Collections Manager and collaborates with National Accounts and Chains divisions.

The role focuses on collecting past-due receivables, maintaining CRM notes, and supporting sales teams. Candidates should have 1–2 years of related experience and familiarity with AS400/Navision and Microsoft

Qualifications

• 1–2 years of relevant experience or training.
• Experience with AS400 or similar DOS-based systems, Navision is a plus.
• Microsoft Office (Outlook, Word, Excel) proficiency.
• Hands-on ERP/CRM systems knowledge.
• Pass a background check post-offer.

Responsibilities

• Contact customers regarding overdue invoices and reconcile accounts.
• Process SIFs, credit applications, and reference checks for management approval.
• Review credit holds and approve shipments of orders.
• Answer calls and maintain department/customer files; generate reports.
• Process general ledger adjustments and prepaid order conversions.
• Process refunds and generate invoices/proformas.

Skills

Attention to detail

Communication

Problem solving

Teamwork

Customer service

Basic math

Phone skills

Tools

AS400

Navision

GlobalEdge

CRM systems

Excel

Outlook

Word

Job description

TriMark USA is the country’s largest provider of design services, equipment, and supplies to the foodservice industry. We proudly serve our customers by providing design services, commercial equipment, and foodservice supplies across a wide range of industries and business sectors. Headquartered in Massachusetts, with a history dating back to 1896, we have locations across the country that offer foodservice operators an unparalleled level of service by combining our unique design capabilities and our expert market knowledge with the purchasing strength, delivery, installation, and after-sales service capabilities of a national company. Our employees are focused on creating customized solutions for our clients to ensure they achieve their culinary goals while upholding our I.C.A.R.E. values: Integrity, Customer Service, Accountability, Respect, and Excellence. For more information, please visit: www.trimarkusa.com

Why you’ll love it here!

• Benefits include Medical, Dental, Vision, Tuition Reimbursement, Pet, and Legal Insurance
• 401k
• Community Service Day
• Spotlight Awards
• National Sales Excellence Awards
• CFSP Prep Certification Program

Position Summary

• The Credit & Collections Administrator reports to the Credit & Collections Manager
• Located in Cleveland, OH
• Full-Time
• Hybrid

The Credit & Collections Administrator plays a crucial role within our Credit team, focusing on the efficient collections of past-due receivables and general administration of customer accounts. This position involves collaboration with the National Accounts and Chains departments, as well as support for outside territory sales.

Collections Management

ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

• Contact customers regarding overdue invoices and reconcile customer accounts as needed.
• Process Sales Information Sheets (SIF’s), credit applications, and credit reference checks for management approval.
• Review credit holds and approve shipments of orders.

Administrative Duties

• Answer incoming calls and set up/maintain department and customer files.
• Generate various month-end reports.
• Process general ledger adjustments.
• Identify and handle prepaid order conversions as needed.
• Process customer refund checks.
• Generate manual invoices/proformas as requested.

Support And Backup

• Backup responsibility to the Credit Support Clerk position.
• Research and resolve customer disputes.

Credit Information Handling

• Provide customer credit information or rating on request to other trade companies.
• Keep accurate notes within Customer Relationship Management (CRM) system to document all credit collection activity on accounts.

Competencies

• Attention to detail; gathers/analyzes information; and identifies and resolves problems in a timely manner.
• Works well in group problem-solving situations.
• Actively seeks continuous knowledge and skill development.
• Manages difficult or emotional customer situations.
• Responds promptly to customer needs and requests for assistance.
• Excellent written and verbal communication skills.
• Strong conversational phone skills and experience dealing with customers.
• Contributes to building a positive team spirit.
• Exhibits objectivity and openness to others’ views.
• Basic business math skills.
• Ability to speak effectively before groups of customers or employees of the organization.
• Ability to deal with problems involving several concrete variables in standardized situations.

Qualifications & Experience

• 1 – 2 years of relevant experience and/or training, or equivalent Military or practical experience.
• Previous experience with AS400 or a similar DOS-based computer operating system, GlobalEdge, and Navision is a plus.
• Working knowledge and experience with Microsoft Outlook, Word, and Excel.
• Basic PC proficiency utilizing Microsoft Windows XP, Vista, or Windows 7 operating system(s).
• Hands-on knowledge of ERP or CRM systems.
• Ability to successfully pass a background check post offer acceptance.

Compensation includes the posted base salary range and does not reflect potential commission, incentive, bonus, or other additional compensation opportunities, where applicable. Total compensation is determined based on experience, skills, internal equity, geographic location, and other job-related compensatory factors.

In addition to base salary, this role will be eligible for participation in TriMark’s benefits programs, including medical, dental, vision, 401K (with employer match), etc. Leadership positions may also qualify for participation in bonus programs commensurate with role and scope of responsibility.

TriMark USA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to [e-mail].

Scam Alert: TriMark will never ask an applicant for their social security number or to make a payment related to a job application or job offer, or to pay for workplace equipment. Further, all communications with TriMark recruiters will come from an e-mail address ending in TriMarkUSA.com. If you have any concerns about the legitimacy of a job posting or recruiting contact, please contact [e-mail].