Credit Clerk

Position Summary

The Credit Clerk provides administrative and clerical support to the Credit Department by assisting with credit processing, customer communication, and accurate maintenance of credit records. This role supports the credit evaluation process, ensures timely handling of credit releases and payments, and serves as a point of contact for sales, drivers, and customers to help maintain smooth order flow and customer service.

Essential Duties/Responsibilities

The following duties are typical of those performed by employees in this job title; however, employees may perform other related duties, and not all duties listed are necessarily performed by each employee in the job title:

• Review completed credit applications to ensure accuracy in Accuterm and proofread credit-related correspondence prior to submission to the Credit Manager
• Assist Credit Representatives with clerical tasks including scanning, faxing, filing, research, and documentation management
• Participate in special departmental projects as assigned
• Respond promptly to requests for credit information for current or past EMS accounts
• Answer designated phone lines for Driver, Sales, and Customers regarding account status, payments, delivery information, and checks
• Ensure EMS drivers are able to process deliveries efficiently by resolving credit or payment-related issues in a time manner
• Provide backup support to Credit Representatives in preparing monthly spreadsheets identifying accounts where credit was granted, declined, increased, or decreased across FL, NC, TX, and MO
• Assist in organizing, tracking, and reporting credit activity to the Credit Manager
• Process credit card payments through the Credit Release screen
• Release orders promptly once payment or credit approval requirements are met
• Request, collect, input, and maintain tax-exempt documentation from customers to ensure correct billing and regulatory compliance
• Participate in all special departmental projects on an as-needed basis
  
  

Qualifications

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.

Education

• High School diploma or equivalent
  
  

Experience/Skills/Abilities Required

• Strong written and verbal communication skills
• Proficiency in Microsoft Office
• Excellent organizational and prioritization skills with strong attention to detail and accuracy
• Ability to conduct internet and system-based research
• High level of professionalism, reliability, adaptability, and discretion when handling sensitive account information
• Ability to work independently while collaborating effectively with Credit, Sales, Transportation, and Accounting teams
• Ability to exercise sound judgement and adapt to changing priorities
  
  

Work Environment/Physical Demands

Typical office environment – moderate noise level. This position regularly requires standing; walking; sitting; use hands; reaching with hands and arms; and talking and/or hearing. Occasional lifting and/or moving up to 25 pounds.

We are an equal opportunity employer, dedicated to fostering a diverse and inclusive workplace where everyone is valued and has equal access to opportunities.

WE ARE A DRUGFREE WORKPLACE

We are an equal opportunity employer, dedicated to fostering a diverse and inclusive workplace where everyone is valued and has equal access to opportunities.

WE ARE A DRUGFREE WORKPLACE

Powered by JazzHR