Credit Specialist - Pleasant Grove, United States - Holt of California

Holt of California
Holt of California
Verified Company
Pleasant Grove, United States

4 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Holt of California is proud to be part of the elite group of Caterpillar dealers worldwide. At Holt we sell and service a wide-variety of equipment Tractors, Agricultural Equipment, Forklifts, Prime and Stand-by-Power Generation.
THIS POSITION IS LOCATED IN PLEASANT GROVE CA.

***Maximize collection of accounts receivable while maintaining customer goodwill by performing the following duties.


QUALIFICATIONS REQUIREMENTS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


ESSENTIAL FUNCTIONS

  • Reviews aging reports on accounts receivable to determine appropriate collection efforts.
  • Receives detailed information stored in computer regarding outstanding invoices and credits.
  • Reconciles customer accounts. Investigates and resolves short payments and disputed charges.
  • Creates extended payment contracts as approved by Credit Manager.
  • Handles all small claims proceedings including filing and follow up.
  • Seeks input from other departments when necessary.
  • Discusses initial customers contact strategy with supervisor based on retrieved facts.
  • Initiates written and phone communication with internal and external parties.
  • Explains terms and provisions on both open accounts and contracts.
  • Advises supervisor of additional action required (i.e., legal small claims) on a case specific basis.
  • Collects delinquent accounts.
  • Evaluates customer records and makes recommendations on customer accounts by viewing for extending credit limit, pursuing other collection actions based on payment history and purchase activity of customer or confers with representatives of credit associations and other businesses to exchange information concerning credit ratings and forwarding addresses.
  • Interviews customers in person or by telephone to investigate complaints, or to correct errors in accounts.
  • Other duties as assigned.

QUALIFICATIONS

  • Accountability
  • Ability to accept responsibility and account for his/her actions.


  • Accurate

  • Ability to perform work accurately and thoroughly.


  • Analytical Skills

  • Ability to use thinking and reasoning to solve a problem.


  • Assertiveness

  • Ability to act in a selfconfident manner to facilitate completion of a work assignment or to defend a position or idea.


  • Customer Oriented

  • Ability to take care of the customers' needs while following company procedures.


  • Detail Oriented

  • Ability to pay attention to the minute details of a project or task.


  • Organized

  • Possessing the trait of being organized or following a systematic method of performing a task.


  • Problem Solving

  • Ability to find a solution for or to deal proactively with workrelated problems.

EDUCATION AND/OR EXPERIENCE


High school diploma or general education degree (GED) or three to five years related experience and/or training, or equivalent combination of education and experience.

Proficient at Microsoft Word, Excel and Proprietary Time Value software.


SKILLS & ABILITIES

  • Ability to read, analyze, and interpret general business periodicals, technical procedures, or governmental regulations.
  • Ability to write reports and business correspondence.
  • Ability to effectively present information and respond to questions from managers, clients, customers and general public.
  • Ability to calculate figures and amounts such as discounts, interest and percentages.
  • Knowledge of methods used and remedies available for collection of delinquent accounts; investigative techniques and sources of information used in locating persons; provisions of the Civil Code relating to the collection of account; and competence in basic business math calculations.
  • Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written and oral form.

CERTIFICATES, LICENSES, REGISTRATIONS
Must have a valid driver's license.


PHYSICAL DEMANDS


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee is regularly required to use hands and fingers to reach with hands and arms.

The employee is also regularly required to talk and hear. The employee is occasionally required to stand, walk, and sit.

The employee must regularly lift and/or move up to 10 pounds.


COMPENSATION

Pay Range:
$ $30.00 Hourly

Pay Range Dependent on Knowledge, Skills, and Ability.
Wage depends on knowledge, skills and ability to perform the respon
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