Credit and Collections Specialist

Gardena, CA

Job Description

ESSENTIAL RESPONSIBILITIES:

  • Monitors soft hold orders. Ensures items are addressed within reasonable timeframe.
  • Provides excellent customer service.
  • Responds to incoming calls, emails, MS Teams, and Twist from internal Team Members and external customers timely and professionally.
  • Reviews new customer account setup and complete the process within two (2) business days.
  • Obtains resale certificates and authorized credit card payment forms.
  • Review weekly aging to identify the following:
    • Accounts in need of reconciliation.
    • Accounts from rolling into 30 + past due.
    • Accounts in need of credit and payment term review.
    • Slow payer accounts.
  • Contacts customers and sales reps regarding overdue balances and account status with clear communication as to what action needs to be taken.
  • Documents all internal and external communication in NetSuite and weekly aging report.
  • Completes account reconciliation in timely manner.
  • Processes request for invoice copies, statements, refund, signed proof of delivery.
  • Performs variety of other task and special projects as assigned.
REQUIRED QUALIFICATIONS AND SKILLS:
  • 1 - 2 years’ experience in customer service orientated role or a similar or related position.
  • MS Office; Teams, Outlook, Excel, Word.
  • Experience in a high-volume call center.
  • Preferred industry experience; tire/wheels, auto parts, manufacturing, distribution.
  • Knowledge in NetSuite a plus.
COMPETENCIES:
  • Highly organized
  • Customer focus
  • Problem solving/analysis
  • Multitasker
  • Thoroughness
  • Financial management
WORK ENVIRONMENT AND PHYSICAL REQUIREMENTS:The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions with or without reasonable accommodations.
  • Vision sufficient to read standard text, a computer monitor, and other operating systems.
  • Independent mobility; agility and stamina to stand, sit, and walk.

Experience

2 (Yrs)

Skillset

Netsuite Account Reconciliation Incoices

Location

Gardena, CA

Telecomute

No