Credit & Collections Administrator

TriMark USA, LLC; Cleveland (OH); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

401k

Tuition Reimbursement

Pet insurance

Legal Insurance

Community Service Day

Spotlight Awards

National Sales Excellence Awards

CFSP Prep Certification Program

Job summary

TriMark USA, LLC in Cleveland, OH is seeking a Credit & Collections Administrator. This full-time, hybrid role focuses on collecting past-due receivables and managing customer accounts, collaborating with National Accounts and Chains, and supporting sales teams.

The position requires 1–2 years of related experience, familiarity with AS400/Navision/GlobalEdge, and proficiency in Outlook/Word/Excel. Background check is required. This is a great opportunity to grow in a dynamic credit team.

Qualifications

• 1–2 years of relevant experience or training.
• Experience with AS400, Navision or GlobalEdge is a plus.
• Working knowledge of Microsoft Outlook, Word, and Excel.
• ERP or CRM systems experience.
• Ability to pass a background check.

Responsibilities

• Contact customers regarding overdue invoices and reconcile accounts.
• Process SIFs, credit apps, and credit references for approvals.
• Review holds and approve shipments.
• Answer calls and maintain files; generate month-end reports.
• Process GL adjustments and prepaid order conversions.
• Generate invoices/proformas as requested.
• Research and resolve customer disputes.
• Provide credit information on request; document activity in CRM.

Skills

Attention to detail

Communication skills

Problem solving

Teamwork

Customer service

Phone skills

Business math

Tools

AS400

Navision

GlobalEdge

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

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.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

Collections Management:

• 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.