Establish, review, and maintain credit lines for new and existing customers that will limit the company’s exposure yet not hinder sales for an assigned portfolio of customers. Release orders to qualified customers or communicate to sales when basic criteria aren’t met. Contact customers on past due balances and assist them resolving invoice problems with the help of sales. Maintain or improve aging and dso target. Grow sales profitably.
Responsibilities
- Contact customers regarding past due balance.
- Research and resolve problems and disputes.
- Establish and maintain credit lines on accounts.
- Review and release orders on hold.
- Compile data for mid month and month end reports for management.
- Analyzes assigned customer account orders every 2 hours daily for review/release to order or ship approval. Timely resolution to credit-held order situations is critical to ensure on-time delivery of customer orders.
- Responsible for facilitating accounts receivable collection techniques such as telephone, emails and written communication with assigned territory accounts, and initiates follow-up action as necessary.
- Initiates and completes the first phase of the credit extension process to new and existing accounts by collecting trade payment and financial information. Initial customer analysis completed in this phase to determine credit limits. Reassess limits on a rolling yearly basis.
- Ensures timely collection and maintains integrity of company accounts receivable.
- Audits short/overpays and disputes to resolution.
- Prepares report for monthly reporting and participates in calls with sales leaders.
- Performs other related responsibilities as may be assigned.
General Education and Experience
Education - High school/GED diploma required with an Associate’s degree in Accounting preferred.
Experience - Minimum of 3 years related experience required. Proficient in reading financial reports and D&B reports required; working knowledge of business and credit law; general accounting knowledge required.
Certifications - NACM credential preferred.
Computer Skills - Microsoft Office experience (Word, Excel and Outlook) required.
Skills Required
- High school diploma or GED
- Associate's degree in Accounting
- Minimum of 3 years related experience
- Proficient in reading financial reports
- Proficient in reading D&B reports
- Working knowledge of business and credit law
- General accounting knowledge
- NACM credential
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
SunSource Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SunSource and has not been reviewed or approved by SunSource.
-
Healthcare Strength — Healthcare Strength: Medical, dental, and vision coverage with plan options are offered alongside wellness programs and an EAP. Offerings also include HSA/HRA and FSA choices that broaden the health coverage scope.
-
Retirement Support — Retirement Support: A 401(k) with company match is included and called out in employer-provided materials. This provides a clear foundation for long-term savings within the total rewards package.
-
Leave & Time Off Breadth — Leave & Time Off Breadth: Paid vacation and holidays are part of the package, with PTO described as decent and vacation potentially capping near four weeks. These time-off elements contribute to a rounded core benefits menu.
SunSource Insights
What We Do
SunSource, a leader in industrial and mobile fluid power distribution for over 85 years, provides customers with innovative solutions that help reduce maintenance costs, lower operating costs and increase productivity. The solutions are part of the SunSource Advantage: a comprehensive program offering design and engineering support; supply chain optimization; productivity solutions; value-added services; and repair capabilities. As a national distributor with local presence, SunSource has a unique and dominant position as a full-service resource for the industrial, OEM, MRO and mobile industrial equipment industries. We distribute a broad range of components, but SunSource is much more than a distributor just supplying fluid power components or systems. Along with high-quality products, we provide a commitment to high-quality customer service and technically sound, cost-effective solutions. SunSource’s history of accomplishment and continued growth means that we give the best condition to energetic, driven people to be effective in their role. We pride ourselves on a culture that provides opportunities for development and advancement of our associates. In addition, we build meaningful relations with our customers, suppliers and internal associates. We are all bound by a pledge to a common mission toward providing the highest quality products and services within our industry and achieving the company’s growth objectives
