Credit Specialist

AQUA-AEROBIC SYSTEMS, INC

SUMMARY

Conduct credit investigations and document verification for all new projects and customers. Review and update credit limits as needed. Work with other departments to expedite the credit approval process. Work with customers and internal departments to collect on all past due accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

  1. Credit investigation and document verification for all new projects and customers, including tax forms, bond information, surety verifications and payment procurement.
  2. Collection of all past due and shorted payments. Communicate with customers, document efforts and follow-up for payment until resolved.
  3. Reviews customer credit limits and approves up to $100,000.
  4. Maintain project credit files, including trade references, credit reports, purchase orders, sales orders, communications, and legal (when required) for each account.
  5. Process customer credit card activity and monitor monthly reports.
  6. Prepare and distribute all memo invoices, including for rents and pilots.
  7. Process credit requests for warranty claims, billing errors, etc. Work with Customer Service to resolve project issues and follow up until the problems are resolved.
  8. Process and mail monthly statements to all customers with an outstanding balance.
  9. Oversee Customer payment portals.
  10. Credit memo requests related to back-charges or other project issues.
  11. Process and track UCC filings.
  12. Process and track letters of credit in banking system.
  13. Monitor incoming payments and assist Billing in the application of payments in the system.
  14. Interact with legal representation for both suit action and bankruptcy action – monitor bankruptcy communication and file claims.
  15. Monitor international accounts – notify Contract Administration when payments are received and copy them on the payment record. Review and monitor Assignment of Proceeds (AOP), Letters of Credit (L/C’s), and Cash Against Documents (CAD).
  16. Serve as back-up for cash applications, cash receipts, remote/check deposits, commission payment sheets, petty cash.
  17. Watch mechanic & bond lien notices – file requests and follow to resolution or payment.

 

KNOWLEDGE, SKILLS AND ABILITIES

Must be computer literate and have familiarity with word processing and spreadsheet software. Proficient data entry skills and ability to operate a printer, a calculator, a adding machine, a copy, and a fax machine. Excellent oral and written communication skills are a must. Knowledge of contracts, credit laws and practices, collection tactics, and lien and bond rights is required.

MINIMUM QUALIFICATIONS

Equivalent to high school diploma plus a minimum of 3 years of related training and experience or any equivalent combination of training and experience.

For consideration, please send your resume, cover letter and salary expectations to Director of Human Resources.