Job Description
● Responsible for the credit and collection activities on their book of business, with an emphasis on deduction, skip and dispute resolution.
● Navigates customers web portals to review vendor program debits and remittance information.
● Prepares collection spreadsheets to assist in the collection of balances owed.
● Analyzes, updates, and reviews credit files on regular basis, recommending changes in credit lines.
● Places accounts on credit hold and releases orders as checks are received.
● Accepts and processes payments on accounts, including checks by fax and other electronic payments.
● Requests financial statements from customers, including the input of data into spreadsheets for analysis by the credit manager.
● Maintains good working relationships with the customer’s accounts payable personnel and various SPR departments, primarily for the purpose of giving and obtaining information and working jointly on customer problems.
● Maintains well organized electronic research files.
● Answers phone calls and assists field personnel and customers.
● Order credit reports, credit interchanges, and credit references as needed.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
Competencies:
Communication
Customer Focus
Decision Making/Judgment
Delivers Results
Leadership
People Development
Work Environment/Safety
Education/Experience:
High School Diploma or GED Required
Language Ability:
Ability to read, analyze, and interpret general business periodicals, and credit journals. Ability to write reports, business correspondence. Ability to effectively present information and respond to questions from managers and customers.
Math Ability:
Ability to calculate figures and amounts such as discounts, interest, percentages, and commissions. Financial statement analysis is required.
Reasoning Ability:
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to analyze financial statements and evaluate credit reports.
Computer Skills:
Create and manipulate Excel Spreadsheets including vlookups and pivot tables, Microsoft word, E-mail, imaging system, date warehouse reports, and Client Server based technology. PeopleSoft software experience helpful.
Supervisory Responsibilities:
This job has no direct supervisory responsibilities, however must be able to train and assist National Accounts Credit Assistants in resolving issues.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
The noise level in the environment is low to moderate.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job the employee is regularly required to sit; use hands and fingers to handle or feel and talk or hear. The employee is frequently required to walk and reach with hands and arms. The employee is occasionally required to stand.
The employee is occasionally required to lift up to 10 pounds. The vision requirements include: close vision, distance vision, peripheral vision and ability to adjust focus.
Nice to Have Skills & Experience
JanSan experience
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.