Responsible for monitoring customer accounts receivable and following up with dealers regarding overdue balances and payment plans.  Maintain credit reference ratings within established limits.  Send letters and statements to customers regarding payment issues.  Resolve customer issues and questions with guidance from Manager. 

• Contact customers using phone and email communications to follow up on past due invoices and other account issues and document correspondence
• Generate electronic Excel weekly aging report to monitor and facilitate collections, keeping notes on any communication made with Dealers
• Maintain databases of prospects, current dealers & new dealer applications and document dealer correspondences on credit limits, terms, payments, past dues, and other required information
• Interact and communicate with customers to establish and maintain strong business relationships
• Process open invoice reports & month end statements and process monthly finance charges
• Respond to credit inquiries (trade references) and pull credit reports for new prospects and current dealers
• Investigate and resolve open cash application issues, billing issues, and credit memo issues with customers and internal finance department contacts
• Maintain Certification of Liability Insurance files for dealers
• Follow up with dealers on past due RMA’s as well as research RMA status and assist in returns/credits
• Provide backup for credit hold/inquiries and other requirements
• Provide back up for quarterly rebate review
• Support Manager with assistance on costing analysis and projects
• Provide cross-departmental assistance with projects or other activities

Education and Experience: 

• Associate degree or equivalent and a minimum of 1 to three years’ credit/collections experience is required. 
• Experience in Accounts Receivable or Customer Service is required. 
• Intermediate Excel experience (ie Pivot, VLOOKUP, merging/sorting files), is required. 
• Knowledge of credit/bankruptcy laws and collection agency policies is a plus.     

Knowledge, Skills and Abilities: 

• Read, analyze, and interpret a variety of information, such as business correspondence and governmental regulations furnished in writing, oral or diagram form. 
• Create business-level written correspondence and verbally present information to large and small groups. 
• Work with confidential or sensitive information.
• Requires job related skills; MS Office required, and Epicor/Cash Collect, ERP, and Salesforce software experience preferred.

Working Conditions/Physical Demands:

• Regular office environment
• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or touch; and talk or hear
• Occasionally required to move around 

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