Credit Clerk evaluates and suggests creditworthiness of prospects and customers to decrease financial risk to the organization. Checks credit applications and grants approval within established guidelines for organizations or individuals. Being a Credit Clerk communicates with the customers and other departments to solve the credit problems. May negotiate terms of payment to assist with collection of overdue balances. Additionally, Credit Clerk requires a high school diploma or its equivalent. Typically reports to a supervisor or manager. The Credit Clerk possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)
KEY RESPONSIBILITIES :
Handle daily inbound and outbound collection calls to customers, reconciling customer problems, following up on open issues, documenting customer notes, providing excellent customer service, handling incoming calls from internal and external customers, processing orders from a credit perspective and all other assigned daily credit and collection programs.
Maintain communication with customers regarding the status of accounts as it relates to exposure, aging, past due balances and orders pending credit approval.
Interact with Sales regarding customer related issues.
Transfer calls to appropriate sales personnel indicating the reason the customer is on hold, to assist in resolving the issue.
Communicate onboarding process to customers and sales. Review new customer applications and relevant credit history through credit bureau and agency reporting to determine customer credit limit eligibility based on guidelines developed by management.
Prepare collection letters for accounts in poor standing; compile related documents (duplicate copies of outstanding invoices, proofs of delivery) for accounts placed with collection agencies.
Negotiate and establish payment plans, when necessary, for accounts dealing with hardships or experiencing cash flow issues.
Handle equipment orders, which may require review of customer credit history, working with a lending source or leasing company, and partnering with the Equipment departments.
Monitor open balances and coordinate collection of deposits required before installation.
Reconcile customer accounts by resolving any problems preventing timely payments. Assist customers who have credit / collection reconciliation problems with their outstanding balance.
Assist Cash Application team in applying multiple invoice checks and identifying accounts receivable adjustments. Research payments / credits that have been misapplied, duplicated or short paid due to sales tax, freight and other sales related issues.
Assist with daily credit functions, including account file maintenance, correspondence, processing of payments (credit card and ACH) and invoice inquiries.
May provide credit references for customers.
Emphasis on day-to-day duties and responsibilities may vary based on departmental needs and / or at management direction.
SPECIFIC KNOWLEDGE & SKILLS :
GENERAL SKILLS & COMPETENCIES :
WORK EXPERIENCE :
Typically 2 or more years of related experience.
PREFERRED EDUCATION :
Typically, High School education, vocational training and / or on-the-job training. Bachelor’s degree preferred.
PHYSICAL DEMANDS :
Remote - Work from Home.
No special physical demands required.
The posted range for this position is $33,815- $59,176, which is the expected starting base salary range for an employee who is new to the role to fully proficient in the role.
Many factors go into determining employee pay within the posted range including education, prior experience, training, current skills, certifications, location / labor market, internal equity, etc.
Henry Schein, Inc. is an Equal Employment Opportunity Employer and does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.
Last updated : 2024-03-30
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