Credit / Collections Clerk
Credit/Collections Clerk – Cowin Equipment Company, Inc. Cowin Equipment Company, Inc. is seeking a Credit and Collections representative with excellent collection/negotiation skills. The representative will be responsible for monitoring all new credit accounts, monitoring credit lines, performing daily credit approvals, account reconciliations, other accounting duties as needed. This non-exempt position reports directly to the Credit Manager. Job Summary
- Responsible for pulling credit report information (RE: D&B, Equifax, Etc.) for all new credit applications and submitting to Credit Manager for new account setup approval.
- Responsible for setting up any approved new customer account and filing all necessary paperwork (both electronically and hardcopy).
- Monitoring customer accounts for credit holds and updated credit information, as necessary.
- Updating all credit customers over approved credit limits for review by Credit Manager.
- Update all credit files annually if further credit extension is requested.
- Pull A/R summary reports from system to setup 30-day collection calls.
- Responsible for daily account collection calls for accounts exceeding payment terms; document and follow-up as necessary.
- Mail, fax, e-mail or upload invoices and statements upon customer request.
- Coordinate collection issues across other departments and/or management, as needed.
- Turnover problem accounts to collection agency or attorney per Credit Manager direction.
- Record bad debt write-offs and adjustment journal entries upon written approval, as necessary.
- Assist in applying customer payments to outstanding invoices on customer accounts.
- Backup for front desk position to answer phones when necessary.
- Performs other accounting duties as needed.
- High school diploma or GED. Associates degree or higher preferred.
- Must be proficient with Microsoft Office and possess the ability to learn and become proficient in the company’s ERP system.
- 1-year minimum B2B Credit and Collections experience with exceptional communication skills (oral and written).
- Familiar with construction lien/bond laws.
- Self-starter with strong ability to multitask, manage stress, and make quick decisions as part of a team.
- Ability to effectively manage and build customer relationships.
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