The Role
Manage collections strategies and resolve customer account issues by contacting customers for payments, negotiating aging resolutions, releasing orders, securing tax-exemption documents, opening accounts, reconciling accounts, reviewing industry reports, servicing invoices/statements, handling inbound calls, and producing ad hoc reports.
Summary Generated by Built In
Job Summary & Responsibilities
Summary:
The Credit Manager support collections strategies and resolve Customer Account issues.
Essential Duties and Responsibilities:
- Contact customers for payment commitments to satisfy balances due or delinquent balances.
- Negotiate positive resolution to outstanding Aging so as to allow for the continued sale of product to customers.
- Order release on Customer accounts.
- Secure appropriate Sales-tax exemption documentation from Customers and interact with SALT.
- Receive inbound phone calls from internal and external customers to satisfy service level service-based actions.
- Open new COD and Terms Accounts as needed.
- Coordinate Customer Account reconciliation with internal and external sources.
- Procure, review, and decision Reports from industry repositories.
- Invoice/statement servicing.
- Other duties and ad hoc reporting as requested.
Qualifications:
- Bachelor’s degree preferred.
- 4-6 years of related work experience preferred.
- Knowledge of credit extension and collections practices.
- Ability to interpret account aging reports.
- Excellent communication and influencing skills.
- Proficient in Microsoft Office.
- Bilingual Spanish and English.
Skills Required
- Bachelor's degree
- 4-6 years of related work experience
- Knowledge of credit extension and collections practices
- Ability to interpret account aging reports
- Excellent communication and influencing skills
- Proficient in Microsoft Office
- Bilingual Spanish and English
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The Company
What We Do
Watsco, Inc. is the largest distributor of air conditioning, heating, and refrigeration equipment and related parts and supplies in the HVAC/R distribution industry. The company serves over 125,000 contractor-customers through nearly 700 locations across the Americas, providing essential, sustainable comfort to families and businesses while driving the digital transformation of the industry through technology investments.
