Credit Services Representative

Whirley Industries, Inc; Warren (Warren County); On-site; USD 42,000 - 52,000; Full time

Job summary

Whirley Industries, Inc is seeking a Credit Services Representative to manage past due accounts, process payments through our portal, and maintain accurate files in the ERP system. The role requires strong communication and a solid work ethic to support the Credit Management Team Leader.

Key duties include contacting customers about past due payments, investigating invoice deductions, and ensuring payment terms are met. This position is non-exempt and reports to the Credit Management Team Leader.

Qualifications

• High school graduate or equivalent.
• Associates degree preferred.
• Customer Service Experience

Responsibilities

• Contact past due accounts and review invoices to determine next steps.
• Provide phone and email support to customers utilizing our payment portal.
• Release orders to ship based on payment received.
• Research invoice deductions in a timely manner.
• Enter contact and issue information into ERP for processing.
• Pull proof of deliveries as needed.
• Provide research support for customer credit investigations.

Skills

Company Policies and Procedures

Safety Orientation

ADP

Office 365

Excellent communication skills

Ability to work independently and with

IQMS

Education

High school diploma or equivalent

Associates degree preferred

Tools

Job description

JOB TITLE: Credit Services Representative
DEPARTMENT: Accounting
REPORTS TO: Credit Management Team Leader
SUPERVISES: None
FLSA STATUS: Non-Exempt

JOB SUMMARY

The Credit Services Representative is responsible for communicating with past due accounts, facilitating payment over multiple channels including our payment portal, and updating related files. This role requires a strong work ethic with great communication skills. Key responsibilities include contacting customers about past due payments, investigating deductions made on invoices, and maintaining payment expectations to assigned credit terms.

DUTIES / RESPONSIBILITIES:

• Daily review & contact of all assigned past due accounts.
• Reviewing past due invoices and establishing next steps for communication.
• Escalating invoices for assistance in a timely manner.
• Provide research support for customer credit investigations.
• Initial evaluation of credit stops when customer is past due or will exceed established credit limit.
• Provide phone and email support to customers utilizing our payment portal.
• Release orders to ship based on payment received.
• Research all invoice deductions in a timely manner.
• Identify customer support issues and enter in ERP for processing.
• Pull proof of deliveries as needed.
• Ensure proper documentation for each communication is properly filed.
• Identify the best way to contact new accounts.
• Provide backup support to departmental functions, as needed.
• Other duties as assigned.

GENERAL CONDUCT:

• Maintains respectful working relationship with Managers, Supervisors, Team Leaders, and TeamMates to promote teamwork and a positive work environment.
• Committed to Continual Improvement to raise personal performance above the standard and to develop new methods to eliminate waste, improve productivity and reduce customer complaints.
• Maintains excellent attendance as defined in the Company’s Attendance Policy.
• Supports, enforces, and complies with all company policies and procedures, including safety and quality.
• Submits new ideas to improve Safety, Quality and procedural operations that will benefit the Company.
• Actively participates in meetings and discussions by providing suggestions for improvement, problem solving and offering feedback.
• Performs duties in a manner that encourages teamwork and sets a positive example.

REQUIRED SKILLS / ABILITIES:

• Company Policies and Procedures
• Safety Orientation
• ADP
• Office 365
• Excellent communication skills
• Ability to work independently and with a team.
• IQMS

EDUCATION AND EXPERIENCE:

• High school graduate or equivalent.
• Associates degree preferred.
• Customer Service Experience

PHYSICAL REQUIREMENTS:

• Prolonged periods of standing, sitting, and moderate walking.