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Credit Representative

Location: Redwood City
Posted on: January 8, 2022

Job Description:

Job Description

Under direct supervision this position is responsible for the collections and resolution of the Company's open receivable balances.

  • Collects open receivable balances while maintaining appropriate transaction/account notes.
  • Resolves disputed and unapplied items on the customers accounts.
  • Works with internal and external customer to clear open accounts receivable balances.
  • Makes recommendations for setting up customer payment plans, placing customer accounts on hold and accounts to be placed with 3rd party collections and bad debt.
  • Maintains close communication with supervisor regarding customer issues and discrepancies.
  • Provides assistance to peers. Works in a team supportive environment.
  • Performs other collection related duties as required by management.
  • Complies with all established policies and procedures.
  • Refers questionable matters to supervisor.
  • Reviews accounts on credit hold.Essential Functions:
    • Interviews customers in person or by telephone to investigate complaints, verify accuracy of charges, or to correct errors in accounts.
    • Contacts delinquent accounts to request payments. Records promises on account and schedules follow up.
    • Evaluates and releases orders form Credit Hold screen.
    • Presents information to credit manager when limit requested exceeds guidelines or reports are conflicting.

Keywords: WORLDPAC, Redwood City , Credit Representative, Other , Redwood City, California

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