Credit Clerk 1 (03-0010586)

Job Function

• Generally responsible for completing basic, routine tasks with detailed instructions.
• Responsible for billing and daily customer cash application processes in compliance with all credit and company policies.
• Reconciles the daily cash deposits (lockbox account, mail and walk-in). 
• Processes credit applications for new and existing accounts.
• Calls banks, trade and credit associates, salespeople and others to obtain credit information and escalates as appropriate for credit limit decisions.
• Completes credit reference requests. 
• Makes daily collection calls, based on file reviews, as required.
• Escalates customer issues such as short pays, disputed invoice issues, claims, delinquent accounts, bad checks, etc. 
• Reviews delinquent accounts considered to be uncollectible and escalates as appropriate to ensure maximum collection efforts are taken. 
• Processes month end A/R adjustments. 
• Generates and disseminates month-end A/R statements where appropriate.
• Files credit reports, credit applications, etc. and maintains customer files, ensuring appropriate reviews are performed in accordance with credit policy.
• Maintains and updates customer files, including name or address changes, mergers, or mailing attentions.
• Assists with preparation of documents/records for review, duplication, and distribution as appropriate. 
• Supports research of discrepancies and/or supporting documentation as appropriate.
• Responsible for adhering to safety processes and protocols.
• All other duties and responsibilities assigned by management.

• 0-2 years of relevant experience or any equivalent combination of education and experience that provides the required knowledge, skills, and abilities required.
• High School diploma/GED required, Bachelor degree preferred. 
• Experience in credit and collections in a commercial environment, including cash application preferred.
• Knowledge of administrative and clerical procedures such as word processing, managing files and records, and other office procedures and terminology required.
• Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar required.
• Knowledge of arithmetic required. 
• Ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations) required.
• Operating computers programmed with various software to record, store, and analyze information required.
• Operating 10-key calculators and/or office equipment to perform calculations and produce documents required.
• Strong computer proficiency and working knowledge of Microsoft applications (particularly Microsoft Excel and Word) required.
• Efficient, well organized and detail oriented.
• Ability to initiate and maintain cooperative relationships with co-workers as well as internal/external customers required.