Assistant Credit Manager

Posted Yesterday
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Farmers Branch, TX, USA
In-Office
Junior
Professional Services • Consulting
The Role
Supports business-to-business credit operations, including accounts receivable management, invoice entry and reconciliation, soft collections, debit memo and unapplied cash resolution, customer credit inquiries, invoicing, statements, electronic delivery transitions, and sales tax exemption certificate maintenance. Manages a $3 million receivables portfolio while providing customer service and coordinating with credit managers, customer service representatives, sales teams, and customers.
Summary Generated by Built In

Description

SUMMARY: The Assistant Credit Manager supports credit operations to increase sales volume, contribute to company profit, ensure customer stability, and provide for the prompt turnover and adequate protection of Evolution’s investment in Accounts Receivable. 

PRIMARY DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each primary duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform the primary duties. 

  • Serve as the primary contact and SME for the Customer Wel Portal, a separate credit billing system.
  • Enter invoices into the customer’s Accounts Payable system and reconcile discrepancies using customer’s portal accounts, working with both CSR’s and customers daily. 
  • Monitor the departmental email account with a constant volume of emails (50-60 daily) and promptly respond to various customer requests with exemplary customer service. 
  • Manage $3 million AR portfolio of accounts, contacting customers regarding delinquent balances and facilitate payment using a “Soft Collections” approach. Position deals with some of our largest customers (Schlumberger, Baker Hughes, Motion, Caterpillar).
  • Research and resolve debit memos and unapplied cash payments daily.
  • Receive, prepare, and respond to incoming customer credit inquiries, coordinating information to respective Credit Managers.
  • Print and prepare daily mailing invoicing and monthly statements.
  • Transition customers to electronic invoice and statement delivery.
  • Update the customer accounts as needed to ensure the change in invoice and statement delivery method.
  • Maintain Sales Tax Exemption Certificate provided by customers according to company police. 
  • Other duties assigned as required. 

Requirements

QUALIFICATIONS: The requirements listed below are representative of the education, experience, skills, and/or abilities required. An individual must meet the minimum requirements as listed in each Qualifications subsection.

EDUCATION:

  • High School Degree required, Associates Degree preferred.

EXPERIENCE:

  • Two years of office experience preferably in a Business-to-Business Credit environment.

SKILLS & ABILITIES:

  • Working knowledge of Microsoft Work and Microsoft Excel.
  • Working knowledge and hands on experience with Prophet 21 is a plus. 
  • Hans on experience working with Customers Online Web Portals is a plus.
  • Proven ability to multitask and meet multiple deadlines within a Business-to-Business Credit environment. 
  • Analytical – Colles and researches data.
  • Problem Solving – Identifies and resolves problems in a timely manner; fathers and analyzes information skillfully. 
  • Interpersonal Skills – Focuses on solving conflict, not blaming; Maintaining confidentiality. Maintains proper contacts within customer organizations. 
  • Oral Communication – Listens and gets clarification; Responds will to questions. 
  • Written Communication – Write clearly and informatively.
  • Teamwork – Balances team and individual responsibilities; Contributes to building a positive team spirit. Builds effective relationships with Corporate Sales Team. 
  • Professionalism – Accepts responsibility for own actions; Follows through on commitments. 
  • Quality and Organizational – Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality.
  • Dependability – Follows management guidance and is willing to work extended hours when needed to achieve objectives. 
  • Initiative – Takes independent actions and calculated risks; Askes for and offers help when needed. 
  • Logical decision making skills. 

PHYSICAL DEMANDS: 

The work is sedentary. Typically, the employee may sit comfortably to do the work. However, there may be some movement from area to area, transporting of items such as laptop computer, printers, servers, paper, books, and small parts; driving an automobile, etc.

WORK ENVIRONMENT: 

While performing the primary duties of the job, the employee is regularly exposed to a general office environment. Work outside normal business hours is required from time to time. 

This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities or working conditions associated with it. 


Evolution Motion Solutions is an Equal Opportunity Employer

Skills Required

  • High school degree
  • Associate degree
  • Two years of office experience, preferably in a business-to-business credit environment
  • Working knowledge of Microsoft Word
  • Working knowledge of Microsoft Excel
  • Ability to multitask and meet multiple deadlines in a business-to-business credit environment
  • Analytical and data research skills
  • Problem-solving skills
  • Interpersonal, oral, and written communication skills
  • Teamwork and relationship-building skills
  • Professionalism, dependability, initiative, and logical decision-making skills
  • Hands-on experience with Prophet 21
  • Hands-on experience with customer online web portals
  • Willingness to work extended hours when needed
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The Company
8 Employees
Year Founded: 2018

What We Do

The Womack Group is a professional services firm that provides strategic advice and practical business solutions to clients, specifically focusing on Human Resources and Employment Practices. The company specializes in business services, project management, and the implementation of Human Resources Management Systems (HRMS) to help organizations improve their operational efficiency and ensure compliance with employment laws.

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