Credit Specialist

Kids for the Future; Rockdale (IA); On-site; USD 38,000 - 62,000; Full time

Job summary

Kids for the Future in Dubuque, IA is seeking a Credit Specialist to manage day-to-day credit transactions under the Director of Credit & Collections. You will support cash applications, credit reviews, and customer inquiries, ensuring accurate posting and timely responses.

The role requires an associate degree in accounting or equivalent experience, strong MS Office skills, and the ability to multitask with attention to detail in a fast-paced environment.

Qualifications

• Two year accounting degree or equivalent experience in Accounts Receivable or accounting work.
• Excellent computer skills, including knowledge of MS office products
• Knowledge of office administration responsibilities, systems and procedures
• Excellent time management skills with the ability to prioritize work and multitask with accuracy and attention to detail
• Excellent critical thinking and analytical skills
• Excellent communication skills, both written and verbal
• Ability to sit at a desk for an extended period of time

Responsibilities

• Post all incoming payments to correct accounts (checks and ACHs)
• Apply payments accurately according to customer remittance
• Contact customers for missing remittance information
• Set customers up with Web Track online account access and reset passwords as requested
• Process new credit applications, including sending out credit reference requests and running credit reports
• Follow up with accounts requesting missing information on credit applications submitted
• Follow up with banks and trade references for status of references requested
• Communicate with GMs and Sales on status of new account applications
• Evaluation of new customer credit worthiness and routine reassessment of customer credit terms and limits on existing customers in alignment with corporate policies and strategies
• Respond to customer inquiries for copies of invoices, statements, etc.
• Manage and resolve items in Accounting, Accounts Receivable and Credit Email boxes
• Process customer refund check requests
• Monitor Daily Verify Customer Dashboard to insure accounts are set up correctly
• Respond to requests for customer references
• Perform other duties as assigned

Skills

Time management

Analytical thinking

Critical thinking

Communication skills

MS Office proficiency

Multitasking

Education

Two year accounting degree or equivalent experience in Accounts Receivable or accounting work

Tools

MS Office

Job description

• Location 1100 Rockdale Road,Dubuque, IA, 52003,United States
• Employee Type FT Non-Exempt

Contact information

• Phone [phone] ext 1010

Position Description

The role of Credit Specialist is responsible for processing the day-to-day credit transactions of the business under the direction of the Director of Credit & Collections. They will provide support through their expertise in managing cash applications and customer credit reviews.

DUTIES AND RESPONSIBILITIES

• Post all incoming payments to correct accounts (checks and ACHs)
• Apply payments accurately according to customer remittance
• Contact customers for missing remittance information
• Set customers up with Web Track online account access and reset passwords as requested
• Process new credit applications, including sending out credit reference requests and running credit reports
• Follow up with accounts requesting missing information on credit applications submitted
• Follow up with banks and trade references for status of references requested
• Communicate with GMs and Sales on status of new account applications
• Evaluation of new customer credit worthiness and routine reassessment of customer credit terms and limits on existing customers in alignment with corporate policies and strategies
• Respond to customer inquiries for copies of invoices, statements, etc.
• Manage and resolve items in Accounting, Accounts Receivable and Credit Email boxes
• Process customer refund check requests
• Monitor Daily Verify Customer Dashboard to insure accounts are set up correctly
• Respond to requests for customer references
• Perform other duties as assigned

EDUCATION AND EXPERIENCE REQUIRED:

• Two year accounting degree or equivalent experience in Accounts Receivable or accounting work
• Excellent computer skills, including knowledge of MS office products
• Knowledge of office administration responsibilities, systems and procedures
• Excellent time management skills with the ability to prioritize work and multitask with accuracy and attention to detail
• Excellent critical thinking and analytical skills
• Excellent communication skills, both written and verbal
• Ability to sit at a desk for an extended period of time