Credit Clerk

Description

Summary:

The Credit Clerk will play a vital role in the Credit department. They are responsible for setting up customer accounts, including, but not limited to taking payments, data changes, answering incoming calls and supporting the Credit Manager.

Essential Duties and Responsibilities:

• Accurately set up new accounts.
• Answers incoming calls and handles payments and questions.
• Contact customers via email and phone calls to collect on delinquent accounts.
• Upload tax certifications to accounts.
• Process data changes and maintain account information.
• Receive payments.
• Process revised invoices.
• Respond to emails regarding customer applications, copy of invoices, and general inquiries.
• Provide credit references.
• Provide proformas to customers
• Release orders from the assigned queue.
• Interface with other departments to ensure excellent customer service.
• Perform other assigned duties and tasks necessary to support the Credit Department as a whole.

Requirements

Qualifications:

• 1+ years of experience in customer service and collections.
• Proficiency in Microsoft Office applications including Outlook, Teams, Word, and Excel.
• Excellent written and verbal communication skills.
• Strong organizational, problem-solving, and analytical skills with the ability to manage priorities and workflow effectively.
• Versatility, flexibility, and a positive attitude towards working within constantly changing priorities.
• High school diploma or equivalent required.

Physical Requirements:

The essential functions of this position include, but are not limited to the following:

In terms of an 8-hour workday, this position requires:

• 6 hours sitting
• 2 hours standing

Activity: This following shows the actual time spent on each activity for this position.

• Bending/Twisting – Up to 2 hours
• Reaching – Up to 4 hours 
• Lifting – Up to 2 hours
• Pushing/Pulling - 0 hours
• Speaking – 4 to 6 hours
• Writing – 2 to 4 hours
• Typing or CRT Inputting – 2 to 4 hours
• Filing – Up to 2 hours
• Climbing – Up to 2 hours
• Reading – 4 to 6 hours
• Driving – 0 hours

The following activities are essential in your job function.

• Hearing – 6 to 8 hours
• Seeing – 6 to 8 hours

Lifting is essential in your job function.

• Up to 40 lbs. – Up to 2 hours 

Repetitive foot movement such as operating foot controls.

• Both feet – Walking between buildings

Your job requires you to use your hands for repetitive action.

• Simple Grasping – Up to 2 hours
• Firm Grasping – Up to 2 hours
• Fine Dexterity – Up to 2 hours

In your job, you may be around the following working conditions. 

• Exposure to dust, fumes and/or gases – 2 to 4 hours
• Exposure to noise – 2 to 4 hours

The specific statements shown in each section of this description are not intended to be inclusive. They represent typical elements and criteria considered necessary to successfully perform the job.