Credit Specialist

Company Description:

For over 75 years, Puffer-Sweiven has set the standard in equipment and services for process control, automation, safety, and reliability. We help process-intensive facilities run more efficiently and safely by delivering quality products, technical support, and knowledgeable staff to implement the needed process solutions — with the goal of exceeding customer expectations. Our dedication brings the most advanced products and services to our customers throughout the Central and Gulf Coast regions of Texas.

Specialties:

As an Emerson Impact Partner, we offer a broad base of superior solutions including the top product lines for a given application. Our specialties at Puffer-Sweiven include:

• Process Control & Safety Systems


• Control Valves & Regulators


• Isolation Valves & Actuation


• Oil & Gas Automation


• Reliability Solutions & Services


• Pressure Management


• Specialty Pumps & Rotating Equipment


• Instrumentation


• Maintenance & Repair Services

Duties and Responsibilities:

• Perform collection calls to customers along with follow up emails for past due balances in a professional manner.


• Continuously build and maintain positive relationships with assigned customers.


• Build relationships with sales through hosting monthly meetings with assigned sales teams to discuss collections efforts and accounts of concern.


• Research and identify issues attributing to account delinquency and resolve them by working with the Customer.


• Enlist the efforts of Sales Team and Credit Manager, when necessary to accelerate the collection process.


• Maintain and update customer information, including contact names, emails, and phone numbers in an organized manner.


• Monitor and lead efforts to resolve and reduce customer disputes.


• Responsible for maintaining detailed records in the tracking system of any problems, solutions and/or explanations for any delinquent payments.


• Responds to Customer requests for copies of credit memos, vouchers, invoices, and statements.


• Cross trains on other functions within the Department to act as backup as needed.


• Performs related duties as required.

 QUALIFICATIONS

 Education / Education / Knowledge / Skills:

• High school diploma required.  Associate or bachelor's degree preferred.


• A minimum of 1-2- years prior experience with credit & collections or in a related area.


• Must have a good working knowledge of MS Word and MS Excel. Experience with pivot tables, in Excel are required.


• Experience working with collection software ( i.e. Getpaid , High Radius ).


• Knowledge of ERP systems ( i.e Oracle ) and Portal Platforms (Smart, Ariba etc ).


• Ability to write correspondence.


• Effectively communicate with internal and external customers.


• Able to interact within a team environment, and towards external customers.


• Maintain a positive and professional image.


• Must be self-motivated and be able to work independently.