Credit Services Representative
Peterson Caterpillar Peterson Caterpillar San Leandro, CA San Leandro, CA Full-time Full-time From $30 an hour From $30 an hour Peterson Cat has an immediate need for a Credit Service Representative at our San Leandro, CA location.
This position will have responsibility for processing credit applications, and monitoring / collecting company receivables with an emphasis on delinquent accounts.
In addition the individual will analyze current customer records and correspondence in order to maintain accurate records, mitigate risk, modify credit limits, resolve disputes, coordinate credit meetings with operational departments, and recommend and adhere to Corporate Credit Policies.
Reps will work closely with Cat Financial in order to promote Cat Commercial as a resource and solution for Peterson's customers.
JOB DUTIES Provide superior customer service in all aspects of the job.
Initiate credit collection efforts on delinquent accounts.
Develop relationships with customers in order to aid collection efforts.
Develop and recommend payment solutions for delinquent customers.
Coordinate with operational employees to aid in collection efforts.
Evaluate customer records and reduce/extend credit line or place credit hold based on account analysis.
Responsible for monitoring additional exposure on delinquent accounts and consulting with Department Mangers, account reps and supervisor on marginal credit issues.
Prepare and facilitate regular credit meetings with appropriate operations personnel; review delinquent accounts and disputes.
Run, update and distribute monthly reports.
Determine and manage accounts sent to collections and/or legal.
Determine charge backs and write offs of unrecoverable accounts on a monthly basis and present to supervisor, account reps and department manager.
Notify operational staff of items that effect cost center.
Prepare and file pre-liens on equipment as necessary and issue releases in exchange for payments.
File stop notice/mechanic liens.
With supervisor approval, refer to attorney as necessary.
Follow up on daily activity.
Recover Bad Debt through appropriate channels when necessary.
Reconcile assigned accounts, provide documents as requested, execute credit reference and process return mail.
Maintains punctual, regular, and predictable attendance.
Other duties may be assigned.
QUALIFICATIONS High school diploma or general education degree (GED) Minimum of three years of directly related experience in Accounts Receivable or Collections Prior credit application processing experience preferred Peterson Holding Company is committed to equal employment opportunity and affirmative action.
Minorities, females, veterans, and individuals with disabilities are encouraged to apply.
A drug screen and background check is required.
Job Type:
Full-time Pay:
From $30.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Referral program Vision insurance Shift:
Day shift Weekly day range:
Monday to Friday Work setting:
In-person Ability to commute/relocate:
San Leandro, CA 94577:
Reliably commute or planning to relocate before starting work (Required) Education:
High school or equivalent (Required)
Experience:
Liens and Bonds:
2 years (Required) Collections in Manufacturing or Construction Industries:
3 years (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
This position will have responsibility for processing credit applications, and monitoring / collecting company receivables with an emphasis on delinquent accounts.
In addition the individual will analyze current customer records and correspondence in order to maintain accurate records, mitigate risk, modify credit limits, resolve disputes, coordinate credit meetings with operational departments, and recommend and adhere to Corporate Credit Policies.
Reps will work closely with Cat Financial in order to promote Cat Commercial as a resource and solution for Peterson's customers.
JOB DUTIES Provide superior customer service in all aspects of the job.
Initiate credit collection efforts on delinquent accounts.
Develop relationships with customers in order to aid collection efforts.
Develop and recommend payment solutions for delinquent customers.
Coordinate with operational employees to aid in collection efforts.
Evaluate customer records and reduce/extend credit line or place credit hold based on account analysis.
Responsible for monitoring additional exposure on delinquent accounts and consulting with Department Mangers, account reps and supervisor on marginal credit issues.
Prepare and facilitate regular credit meetings with appropriate operations personnel; review delinquent accounts and disputes.
Run, update and distribute monthly reports.
Determine and manage accounts sent to collections and/or legal.
Determine charge backs and write offs of unrecoverable accounts on a monthly basis and present to supervisor, account reps and department manager.
Notify operational staff of items that effect cost center.
Prepare and file pre-liens on equipment as necessary and issue releases in exchange for payments.
File stop notice/mechanic liens.
With supervisor approval, refer to attorney as necessary.
Follow up on daily activity.
Recover Bad Debt through appropriate channels when necessary.
Reconcile assigned accounts, provide documents as requested, execute credit reference and process return mail.
Maintains punctual, regular, and predictable attendance.
Other duties may be assigned.
QUALIFICATIONS High school diploma or general education degree (GED) Minimum of three years of directly related experience in Accounts Receivable or Collections Prior credit application processing experience preferred Peterson Holding Company is committed to equal employment opportunity and affirmative action.
Minorities, females, veterans, and individuals with disabilities are encouraged to apply.
A drug screen and background check is required.
Job Type:
Full-time Pay:
From $30.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Referral program Vision insurance Shift:
Day shift Weekly day range:
Monday to Friday Work setting:
In-person Ability to commute/relocate:
San Leandro, CA 94577:
Reliably commute or planning to relocate before starting work (Required) Education:
High school or equivalent (Required)
Experience:
Liens and Bonds:
2 years (Required) Collections in Manufacturing or Construction Industries:
3 years (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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