Credit Services Account Manager

TEAM UP WITH US!

• The Credit Services Account Manager is responsible for managing collection
• efforts and various customer service functions on an assigned portfolio of AR
• accounts.

DO YOU HAVE WHAT IT TAKES?

WHAT YOU'LL DO

• Reviews credit applications.
• Provide credit approvals for sales, rentals, parts & service.
• Conducts financial analysis including third party report review.
• Assists the Credit Manager in establishing credit limits on customer accounts

• through investigation and analysis of financial data provided as part of the
• credit extension decision making process.

• Review and approve adjustments to accounts.
• Monitor the percentages of aged accounts.
• Prioritizes credit reviews for existing accounts.
• Place and receive calls to/from customers and inter-departmental personnel

• for resolution of past due receivables and/or other account issues, prepare
• and send out collection letters as needed.

• Completes credit reference requests from third party vendors.
• Assists in opening new accounts, setting up COD accounts and updating account

information as needed.

• Assists Cash Clerks in posting customer payments when allocation is unclear.
• Communicates with internal and external customers to investigate complaints,

• verify accuracy of changes, correct errors in accounts and faxes invoices and
• account statements upon request.

• Utilizes various credit reporting services to compile reports relating to the

credit history of potential customers.

• Maintains loan documentation files and monitors compliance to terms of loan

agreements.

• Periodically monitors financial position of established accounts, and brings

irregularities to the attention of the Credit Manager.

• Offers opinions regarding financial strength and credit worthiness of

customers

• May make credit presentations.
• Process check requests for customer refunds, account allocations and general

clean-up.

• Assists customer in filling out loan or credit application.
• Interviews applicants to obtain financial information.
• Calls or writes credit bureaus, banks and other institutions to obtain

applicants financial data.

• Notifies customer by mail, telephone or in person of acceptance or rejection

of application.

• Keeps record of applications for loans and credit, maintains credit files and

filing as necessary.

• Assists Finance Managers with loan and finance documents.
• Facilitates the mailing of monthly customer statements.
• Maintains tax exemption customer files.
• Provide telephone support for the Credit and Finance departments.
• Send payments received internally for local deposit or to applicable

lock-box.

• Recommend accounts for placement with third party collection agencies.
• Special projects as needed and other duties as assigned by the Credit

Manager.

• Other duties may be assigned.

WHAT YOU'LL NEED

• Bachelor’s degree in finance, accounting or business preferred 3 – 5 years of

related work experience.

• Technical skills in account reconciliation, credit extensions, payment plans,

etc.

• Ability to read, analyze, and interpret general business periodicals,

professional journals, technical procedures, or government regulations.

• Ability to write reports, business correspondence, and procedures.
• Ability to effectively present information and respond to questions from

groups of managers, clients, customers, and the general public.

WHY WORK WITH US?

• We like to take care of business and have fun doing it!
• We offer health, dental, vision, life, and more as a comprehensive benefits

package.

• Don’t you want to work with awesome people?

IMPORTANT INFORMATION

• While performing the duties of this job, the employee is frequently required to
• stand, walk, and talk or hear. The employee is occasionally required to sit, use
• hands to finger, handle, or feel. Reach with hands and arms, climb or balance,
• stoop, kneel, crouch or crawl, taste or smell. Specific vision abilities
• required by this job include close vision, distance vision, color vision,
• peripheral visions, depth perception, and ability to adjust focus.

• The work environment characteristics described here are representative of those
• an employee encounters while performing the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to
• perform the essential functions.

The noise level in the work environment is usually quiet.

Required travel up to 10%.

This position is not considered a safety sensitive position.

• The Job description is subject to change by the employer as the needs of the
• employer and requirements of the job change.

EEO/AA