SAGE

Credit Specialist I

US-CA-Thousand Oaks | US-CA-Thousand Oaks
3 weeks ago
Req #
17-4803
# Positions
1
Category
Accounting/Finance (US) - Credit and Collections

Overview

The primary responsibility of the Credit Specialist 1 “CS1” is the timely collection of all amounts due from an assigned list of customers. The CS1 is usually assigned our smaller, mid-level, international and AdSystems customers.

 

The CS1 reviews pending orders before they ship to determine the customer’s account status, credit availability and to verify the order’s data entry accuracy. Following shipment of the order, the CS1 will follow-up on unpaid balances via collection contact, and occasional submission of account reconciliations.

 

In addition the CS1 is responsible for all new account and existing account credit reviews to include obtaining credit applications, bank and trade references, running and evaluating credit bureau reports.

Essential Job Functions & Responsibilities

  • Review the AR aging daily to determine which customers are past due
  • Complete reconciliations in a timely manner
  • Submit Statement of Accounts as requested
  • On disputed items/chargeback’s, perform the detailed research necessary and communicate your findings via spreadsheet reports, invoice, credit memo and check copies, and proof-of-deliveries as needed
  • Make initial and follow-up collection calls. Reach out to the sales representatives and managers for assistance as needed.
  • Review all problem accounts and/or disputed balances with the Credit Manager (be prepared to make a ‘next step’ recommendation)
  • Update all collection follow-up activity in the Epicor notes section
  • Update status on the ‘Tracking Reports’ located on the share drive as requested
  • On a daily basis review all orders on credit hold and credit review to determine if a held order can be released
  • Balance the need to resolve and release problem orders as quickly as possible with the responsibility to protect the company’s assets
  • Promptly respond to all requests for information and/or documentation from both internal and external customers

Qualifications & Education

  • High school graduate 
  • At least 2 years of credit/collections experience with a publisher, large company, or comparable A/R environment
  • Must be extremely detail oriented
  • Experience with Microsoft Excel, Word, & Outlook is mandatory. Experience with CISPUB, Epicor, ARGI, and/or Adsystem a plus
  • Ability to communicate in an effective, professional, and friendly manner with internal and external customers at all levels
  • Ability to write and/or prepare clear and effective correspondence, forms, and reports

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