GENERAL FUNCTION

The Credit and Collections Agent will investigate and pursue collection for delinquent accounts, maintain contact with Customers and Sales Agents regarding billing and order matters, and prepare standardize reports on Customers credit status. The Credit & Collection Agent will also verify credit references and recommend credit limits for existing Customers.

Major Duties and Responsibilities

• Perform credit/collection functions according to Corporate Credit Policies.

• Reply to all personal and department emails the same day.

• Provide a 24-48hour turnaround for requests requiring additional research and support.

• Coordinate efforts with internal/external departments to resolve customer disputed.

• Escalate problems to the Credit & Collections Senior Agent when disputes cannot be resolved.

• Maintain established KPI's for all inbound/outbound calls.

• Contribute to reducing DSO and overdue.

• Verify credit reviews using Experian credit reporting.

• Prepare and distributes monthly account statements.

• Analyze customer pending orders to determine if they can be released.

• Notify the Sales Agent or customer when pending orders cannot be released.

• Analyze and reviews customer credit limits to determines if adjustments are needed.

• Arrange payment plans for customers in arrears.

• Determine if poor preforming customer should be blocked, suspended or changed to prepay.

• Notify the Credit & Collections Manager to initiate the collection process on overdue customers when payment plans cannot be agreed on.

• Prepare weekly aging reports on credit/collections activity for customers.

· Take inbound calls for payments