What are the responsibilities and job description for the Coordinator - Credit and Collections position at Wesco?
As a Credit and Collections Coordinator you will support the Financial Services Team and is responsible for various duties that may include processing credit card payments, entering customer invoices into third-party or customer portals, establishing new customer accounts, and performing other routine tasks as required. You will work with confidential and sensitive information. You will require making some independent decisions regarding planning, organizing, and scheduling work.
Responsibilities:
- Credit Card Processing
- Maintain and bill customer credit cards for approved customers.
- Follow a defined process for credit card processing and follow-up on any declined/expired cards or other issues.
- Customer Portal Billing
- Provide online billing as required by customer’s billing portals on a timely basis.
- Work with sales staff to determine discrepancies preventing timely billing and resolution to completion.
- New Accounts Set-up
- Perform due diligence on incoming customer credit applications.
- Make informed credit decisions to support the business in accordance with credit authorization levels.
- Additional Duties
- Place and maintain 3rd party collection accounts and maintain status updates monthly.
- Maintain and distribute existing reports and create adhoc Access reports as needed.
- Maintain monthly/quarterly reviews as required for Finance approvals.
Qualifications:
- Associates’ Degree (U.S.)/College Diploma (Canada) in Business or Accounting is preferred.
- 2-3 years of finance/accounting/credit experience preferably in similar industry.
- 2 years’ experience building and running reports using Access.
- Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, transcription, designing forms, and other office procedures and terminology.
- Strong comprehension of financial systems, policies and procedures and administration is preferred.
- Experience on High Radius platform would be an asset.
- Strong computer skills including Excel and Access.
- Strong time management and organizational skills.
- Strong verbal and written communication skills.
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