- Maintain professional relationships with key customers, manage assigned portfolios, and resolve problems or concerns in a prompt and efficient manner.
- Assist on a district level with the opening of new and existing accounts, setting credit lines, and releasing tickets.
- Process new account applications and communicate application status to the branch; including, but not limited to, processing various credit reports such as D&B, Credit Net, personal reports, and other information.
- Maintain professional working relationships with corporate, district, and branch personnel to help support company and branch goals.
- Provide excellent customer service and timely responses.
- Assist leadership with credit goals, legal issues, reporting, analysis, and any special projects.
- Review accounts receivable aging monthly and coordinate corrective action plans as needed with credit department leadership or any other party.
- Research and assist with lien waiver requests.
- Manage Lien & Bond report to ensure mechanic's lien and bond rights are protected.
- Prepare and send preliminary notices for jobs as required by state statutes.
- Generate and forward credit-related reports, as requested.
- Work with customers to resolve disputed and short paid invoices.
- Participate in credit association meetings and provide data, as needed.
- Process credit inquiries from other credit grantors.
- Coordinate requests to pay Crescent via EFT/ACH with the corporate credit team.
- Process requests for copies of invoices to be printed from RADAR/Billtrust.
- Research customer accounts to determine if final demand letters need to be sent and/or customers to be placed on hold.
- Proficient in Microsoft Office programs, to include Word, Excel, and Outlook.
- Ability to work quickly and accurately under time constraints and against deadlines.
- Excellent interpersonal, organizational, and analytical skills.
- Ability to be a self-starter, with keen attention to detail.
- Excellent communication skills, both verbal and written.
- Ability to establish and maintain positive relationships with employees and customers.
- Associate Degree in Credit, Finance, Accounting, or related field; or 2 years of experience working in a credit related capacity in lieu of Associate Degree.
- NACM certification preferred.
- Valid driver's license.
- Eligibility for health, and dental, vision coverage, 401(k) plan, and flexible spending accounts, subject to plan terms.
- Eligibility for company-paid benefits such as life insurance, short-term disability, long-term care, and Employee Assistance Program, subject to applicable waiting periods.
- Excused Absence time off and Paid Time Off (PTO).
- Company-paid holidays.
- Other benefits for which you may be eligible includes supplemental life insurance, hospital indemnity, and accident and critical illness benefits with cancer coverage.
- Eligibility: Employees are eligible for health, dental, vision, and life insurance benefits on the first of the month following 30 days of employment. Employees who are 21 years of age or older will be automatically enrolled in the company's 401(k) plan once they achieve 90 days of employment.
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Credit Associate - Portland, United States - Crescent Electric Supply
Description
As a Credit Associate at Crescent Electric, you will assist credit and branch personnel concerning credit, collections, and financial matters. In this role, you will help with opening new/existing accounts, setting credit lines, and releasing tickets.
PRIMARY DUTIES:
#LI-CECE
Total Rewards and Benefits
Crescent Electric's compensation package includes an array of top-tier benefit options, including:
Crescent is transforming and we are on a mission to power the communities we serve through teamwork and relentless customer focus. We have a vision of uncompromising teamwork committed to becoming the industry leader for our employees, suppliers, and shareholders. At Crescent, you will have the opportunity to develop professionally, grow personally and have the flexibility to balance your life's priorities. Let's serve together. Let's power our communities together. Let's become THE industry leaders...together.
Crescent Electric Supply is proudly an Equal Opportunity Employer. Crescent Electric Supply does not discriminate on the basis of age, color, race, national origin, gender, religion, marital status, disability, veteran, military status, sexual identity or expression, sexual orientation, or any other basis prohibited by local, state, or federal law. Veterans and military spouses are highly encouraged to apply. We recognize and value the unique strengths of the military community in supporting our mission to serve those who have served. Candidates are subject to pre-employment assessments, Motor Vehicle Record review, criminal background checks, references check, and a post-offer drug screen.
