Credit Associate II - Tacoma, United States - Carlile Transportation

Carlile Transportation Tacoma, United States

4 weeks ago

Description

Essential Duties

Operate safely and in compliance with all established HSSE policies and procedures
Provide excellent customer service when dealing with credit issues in a fast-paced credit department.
May provide training, leadership, or mentoring to Credit Associate I
Post funds electronically from banks, credit cards, lock boxes, ACH and wires, terminal deposits and record monetary transactions
Maintain accurate and updated account records, initiate contact to resolve delinquency issues, and keep portfolio under targets
Initiates collection action by contacting customer, collaborating with the sales team, and securing payments according to company policy
Audit and review contract terms for sales, service, and credit against approved relationship check lists, and takes corrective action to resolve variances with team members
Gathers critical credit data and evaluates new customer application for extending credit terms and limits based on credit worthiness
Engage with third-party payors and customer payment portals to ensure timely payments
Research, identify, and resolve root causes for invoice disputes
Research and reconcile customer payment remittance posting issue to resolution
Provide clear communication and record all dispute contact notes in the appropriate system
Collaborate with Credit Manager on customer accounts, collection efforts, and outside collections/bankruptcies
Contribute to and promote ongoing continuous improvement efforts for the department
Other duties as assigned by immediate supervisor

Qualifications

Two to four years previous work experience in credit or related field
Associates degree in accounting or related discipline preferred
A combination of work related experience and/or education may be substituted

Knowledge, Skills, and Abilities

Must be proficient in MS Office suite of applications including Word, Outlook and Excel
Working knowledge of computer-based accounting systems and their use
Proven ability to multi-task and work under pressure while meeting deadlines
Demonstrated attention to detail and work in a timely, accurate and efficient manner
Must work independently, be self-motivated, be a problem solver and goal oriented, and also work in a team environment
Must prioritize daily tasks and assignments
Must adapt to change in a positive and constructive manner
Excellent verbal, written and listening communication skills.
Must work well with internal departments, vendors, and customers
Must have an enthusiastic and positive work attitude with strong interpersonal skills
Must have excellent customer service skills
Ability to exhibit a professional attitude and appearance
Ability to read and comprehend simple instructions, short correspondence, and memos

Benefits

At Carlile Transportation, we understand the importance of fostering a comprehensive and supportive benefits package to enhance the overall well-being of our valued employees.

Our commitment to your health, financial security, and work-life balance is reflected in the array of benefits we offer including medical, vision, dental, retirement, tuition reimbursement, and continuing education for career advancement.

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