What are the responsibilities and job description for the Credit Specialist position at FORTÉ?
At FORTÉ, every role plays a part in reimagining how the modern workplace works. Whether you're on the front lines with customers or behind the scenes making things run, your work helps people connect, collaborate, and get things done. From classrooms to control centers, we design and deliver the systems that power smarter, more connected workplaces – and it all starts with the people who make them possible. FORTÉ (formerly AVI Systems) is a 100% employee-owned company with 50 years of experience and a bold new identity.
What You'll Be Doing
- Review and approve equipment and design build orders for project creation. Verifying that each order is complete/accurate and ready for processing by the Purchasing and Project teams.
- Provide customer support, guidance and training to the various Branch Offices as it relates to Orders being submitted for review.
- Record daily cash receipts and identify/resolve any discrepancies, prior to system posting.
- Review new customer account applications, confirm the accuracy of customer setup and evaluate appropriate credit limits, based upon Credit Tools and Financial Data.
What You Bring to Assure Success:
- Experience with Customer Service and client communications
- Familiarity with accounting and contracting software programs
- Intermediate Excel and Data management analysis
- Communication and strong problem-solving skills
- Ability to share job knowledge with teammates and regional personnel as necessary
- Strong analytical and multi-tasking skills
- 2 Years of position related experience
- Sense of discretion and willingness to maintain strict confidentiality of pertinent company and client information
Why Should You Apply?
At FORTÉ, your work matters, and it’s easy to see the impact you make. That’s because we’re 100% employee-owned, and everyone here has a stake in how we show up – for each other, our customers, and the future we’re building. You’ll join a team that values your strengths, supports your growth, and shares your commitment to doing work that moves people and organizations forward. With bold momentum and a clear mission, FORTÉ is a place where you can bring your best – and build what’s next.
The benefits of ownership
At FORTÉ, you're not just covered – you’re supported. Our employee-owners have access to a comprehensive benefits package designed to protect your health, grow your wealth, and help you do your best work.
Here’s a look at what we offer:
- Healthcare, vision & dental coverage to keep you and your family well
- Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) for more control over your healthcare dollars
- Employer-paid life and disability insurance for added peace of mind
- 401(k) with company match to invest in your future
- Employee Stock Ownership Plan (ESOP) so you benefit directly from our shared success
- Tuition reimbursement and ongoing learning opportunities to support your growth
- Employer-paid employee assistance program to care for your physical, mental, and financial health
- Paid time off that helps you truly disconnect
FORTÉ is an equal opportunity employer, including individuals with disabilities and veterans.