Customer Financial Services Representative

Job Description

JOB SUMMARY:

This position is responsible for performing credit and collection activity for an assigned portfolio of accounts in conjunction with established policies and procedures. Responsibilities include independent credit hold decisions, settlement negotiation, account maintenance, and dispute resolution.

PRINCIPAL FUNCTIONAL RESPONSIBILITIES:

-Perform credit and collection activity for a designated portfolio of accounts with backup responsibility for team member accounts; this includes collection contact, negotiation, escalation, and dispute investigation/resolution.

-Collaborate with Sales Reps, Regional Sales Managers, and other impacting parties regarding credit hold situations, payment delays, and customer dispute resolutions.  

-Analysis of customer history (payment and management) and market conditions to determine credit holds and credit limit recommendations.

-Identify and report high risk accounts and recommend escalation to third party agencies. Provide critical input to insure accurate Allowance for Doubtful Account reserves. 

ESSENTIAL QUALIFICATIONS AND SKILLS: 

-Comprehensive knowledge of the order to cash process in a manufacturing environment

-Minimum of 3 years experience in credit and collections required. 

-Experience must include negotiation, credit limit management, and dispute resolution.

-ERP navigation skills

-Intermediate Excel skills and proficient in other business systems (Word, Outlook, etc.)

-High school degree or equivalent

KNOWLEDGE, SKILLS AND ABILITIES:

-Strong initiative

-Good judgment and decision-making skills

-Results driven

-Detail oriented, customer focused, and able to multi-task

-Effective professional, verbal, and written skills

-Analytical, problem-solving and organization skills

-Proficient working in a team setting

PREFERRED QUALIFICATIONS AND SKILLS:

-Associate or bachelor’s degree preferred in business, finance, or related field

ShiftFull or Part TimeFull time

Cabinetworks Group (the “Company”) is an equal opportunity employer and we want to have the best available persons in every job. The Company makes employment decisions only based on merit. It is the Company’s policy to prohibit discrimination in any employment opportunity (including but not limited to recruitment, employment, promotion, salary increases, benefits, termination and all other terms and conditions of employment) based on race, color, sex, sexual orientation, gender, gender identity, gender expression, genetic information, pregnancy, religious creed, national origin, ancestry, age, physical/mental disability, medical condition, marital/domestic partner status, military and veteran status, height, weight or any other such characteristic protected by federal, state or local law. The Company is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company regardless of where the employee is located and prohibits unlawful discrimination by any employee of the Company.

Cabinetworks Group is an E-Verify employer. E-Verify is an Internet based system operated by the Department of Homeland Security (DHS) in partnership with the Social Security Administration (SSA) that allows participating employers to electronically verify the employment eligibility of their newly hired employees in the United States. Please click on the following links for more information.

E-Verify Participation Poster: English & Spanish

E-verify Right to Work Poster: English, Spanish