Job Summary
The Client Services Supervisor assists in the production of sales revenue with minimum credit loss and apply this Corporate Credit Policy under the guidance of the Credit Manager. The Client Services Supervisor position consists of three major areas of responsibility that includes Credit Management, Collection Management and Cash Management.
Essential Duties/Accountabilities
- Extends credit to customers in accordance with established company policy and terms.
- Compile, analyze and maintain information on credit worthiness on all customers within assignment territory.
- Review files, reports and supplemental data to evaluate credit risk.
- Protect accounts receivable by securing personal or third party guarantees, bond and/or lien rights, joint checks, letters of credit, credit insurance or others instruments as deemed necessary.
- Approve new customer accounts and job accounts.
- Establish credit lines for individual accounts to stated authority level.
- Review and negotiate terms and conditions of sale.
- Monitor and evaluate credit lines on existing customers to ensure that they are appropriate.
- Direct the activities and responsibilities of the Collections Administrators that are under your area of responsibility on the team.
- Actively involved in and coordinates collections for the area of assigned responsibility.
- Carries out the established program for the follow up and collection of accounts receivable.
- Reconcile customer accounts by taking appropriate legal action when required.
- Maintain established department performance objectives.
- Maintain good working relationships with department employees, store personnel and sales persons.
- Consult with and obtain approval from the Director of Credit on particularly complex problems, special credit arrangements and deviations from standards.
- Follow the established process for updating monthly performance reporting.
- Ensure that customer master updates are being made accurately and on a timely basis under area of responsibility.
- Handles nonroutine credit inquiries and correspondence.
- Personally handles credit beyond subordinate’s authority, major accounts requiring individual attention, marginal accounts, problem accounts, special credit arrangements, and deviations from standards.
- Assist with tax audits as necessary.
- Other duties as assigned.
Education and Experience
- High School Diploma or GED required.
- Previous experience in Credit and/or Collections
- All work experience related, unrelated, transferable skills, and demonstrate ability through past achievements will be considered.
- Proficiency in MS Office applications required: Excel, PowerPoint, Word, Outlook; Access
- Demonstrated effectiveness in collections
- Strong customer negotiation skills.
- Demonstrated leadership skills.
Skills
- Ability to multi-task in a fast- paced environment.
- Excellent organizational and time management skills.
- Strong attention to detail and analytical aptitude with a proven ability to analyze/interpret data.
- Strong communication skills and ability to work independently.
- Ability to meet strict deadlines with creative problem-solving skills.
- Ability to become proficient in using basic IT platform for research and Audit preparation
- Ability to adapt to change in a changing environment.
- Ability to adapt to the use of new technology as it becomes available.
- Strong negotiation and interpersonal skills, including the ability to communicate on all levels within internal and external groups.
- Ability to work independently and in a team environment.
- Proactively seeks continuous process and service improvements.
- Must be proficient in speaking, reading, and understanding English to ensure full compliance with safety standards, training, policies, and procedures.
Physical Demands and Work Environment
- The employee is regularly required to work in an office environment
- Moderate noise (i.e., business office with computers, phone, and printers, light traffic)
- The employee will be expected to sit for prolonged periods of time in front of a computer in an office environment.
- Ability to utilize a computer keyboard, computer monitor, and telephone for prolonged periods of time.
- Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
- The employee will be asked to periodically travel to customer sites.
Skills Required
- High school diploma or GED
- Previous experience in credit and/or collections
- Proficiency in Microsoft Office applications, including Excel, PowerPoint, Word, Outlook, and Access
- Demonstrated effectiveness in collections
- Strong customer negotiation skills
- Demonstrated leadership skills
- Proficiency in speaking, reading, and understanding English
What We Do
Baker Distributing Company is a leading national wholesale distributor of HVAC, Commercial Refrigeration, and Foodservice equipment, parts, and supplies. Founded in 1945, the company provides high-quality products and exceptional customer service to residential and commercial contractors across the United States, operating more than 200 sales centers in 26 states as a subsidiary of Watsco, Inc.








