Credit Services Representative

Whirley-DrinkWorks!; Warren (Warren County); On-site; USD 42,000 - 54,000; Full time

Job summary

Whirley-DrinkWorks! is seeking a Credit Services Representative in the Accounting department to manage past-due accounts and coordinate payments through our payment portal.

The role involves communicating with customers, investigating invoice deductions, and maintaining payment expectations aligned with established credit terms. You will review accounts daily, escalate issues when necessary, and ensure proper documentation is filed.

Qualifications

• High school graduation or equivalent required.
• Associates degree preferred.
• Previous customer service experience required.

Responsibilities

• Daily review and contact of all assigned past due accounts.
• Review past due invoices and establish next steps for communication.
• Escalate 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 exceeds credit limit.
• Provide phone and email support to customers using the payment portal.
• Release orders to ship based on payment received.
• Investigate and document invoice deductions promptly.
• Enter customer contact issues into ERP for processing.
• Pull proof of deliveries as needed.
• Document communications properly and file accordingly.
• Identify best contact methods for new accounts.
• Provide backup support to departmental functions as needed.
• Other duties as assigned.

Skills

Excellent communication skills

Ability to work independently and with

Safety Orientation

Company Policies and Procedures

Education

High school graduate or equivalent

Associates degree preferred

Customer Service Experience

Tools

ADP

Office 365

IQMS

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.