- As a Credit Representative, you are responsible to maintain daily contact with customers to collect credit information, maintain accurate records, follow up on all customer accounts, process payments to resolve open balances, review credit applications to set extensions of credit based on internal guidelines and negotiate payment arrangements as needed to minimize outstanding debts. Communicate with other departments to help resolve outstanding issues and ensure continual business flow.
- Handle daily inbound and outbound collection calls to customers, reconciling customer problems, following up on open issues, documenting customer notes, providing excellent customer service, handling incoming calls from internal and external customers, processing orders from a credit perspective and all other assigned daily credit and collection programs.
- Maintain communication with customers regarding the status of accounts as it relates to exposure, aging, past due balances and orders pending credit approval. Interact with Sales regarding customer related issues.
- Negotiate and establish payment plans, when necessary, for accounts dealing with hardships or experiencing cash flow issues.
- Handle equipment orders, which may require review of customer credit history, working with a lending source or leasing company, and partnering with the Equipment departments. Monitor open balances and coordinate collection of deposits required before installation.
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