Description

General Purpose :

Contact existing customers to complete credit applications. This includes ensuring contact information is accurate, completing reference requests, and reporting.

Handle multiple files at one time. Work closely with the department Credit Analysts and Credit Managers. Contact customers, either via phone, fax, and / or email to collect past due funds owed to DFA.

Also perform and assume responsibility for some cash application (applying payments against open invoices).

Job Duties and Responsibilities :

Contact existing customers via fax, email, or phone in order to have them complete a credit application as part of our routine re-evaluation of existing accounts.

Confirm the accounts payable contact information

Perform general scanning of various documents

Send out reference request forms to both bank and trade customers listed on the credit application once the credit application is received

Run a D&B report (as well as possibly a Cortera and / or F&D report as well) on the customer in question

Once all the data is accumulated (., the credit application, one bank reference, three trade references, the D&B report, and possibly financial statements), transition the customer to another member of the Credit team so that credit limit decisions can be made

File or scan the data for the customer file

Identify accounts that have become delinquent and, depending upon several factors (tenure of the account, the number of past due invoices, the total $ amount owed and / or the past payment history of the customer, communicate via either email or phone call

Document activity within our collection software, and subsequently, follow up to ensure the customer followed through on their payment commitment

Bring to the attention of his / her supervisor accounts that did not follow through as promised

Perform duties in payment application. This responsibility may also require the Credit & Collections Specialist to contact the company in question

The requirements herein are intended to describe the general nature and level of work performed by employee, but is not a complete list of responsibilities, duties, and skills required.

Other duties may be assigned as required.

Requirements

Minimum Requirements :

Education and Experience

• High School Diploma and 2 years general accounting, office, or credit experience
• SAP experience preferred
• License and / or Certification None

Knowledge, Skills and Abilities

• Quality Oriented - possess technical and professional competency, demonstrated by work that is timely, accurate, organized, and clearly articulated with attention to detail
• Able to problem solve
• Able to be a good team player
• Able to communicate clearly and effectively, both verbally and in writing
• Able to organize time, energy, and resources effectively to achieve goals (., organizational skills)
• Able to multi-task
• Able to interact in a positive way with all personnel within Dairy Farmers of America and with customers and vendors
• Effective human relations skills, including good listening ability

An Equal Opportunity Employer

Last updated : 2024-05-13