PURPOSE: To establish open lines of credit for customers and process credit card, check and wire transactions.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Evaluate customer’s accounts for open lines of credit based upon:
Dun & Bradstreet information.
Credit references.
Past history with 4imprint.
Corporate Account Guidelines.
Business Information Reports as needed.
Process all credit card transaction
Authorizing the credit card for an order to be released.
Charging the credit card.
Notify customer if credit card was declined, rejected or otherwise not acceptable.
Refunding customer’s credit cards due to overcharges resulting from claims change of credit cards or cancellation.
Investigate credit card discrepancies.
Printing and sending all receipt of charge or credits requested by customer.
Verify purchase order requirements from 4imprint customers.
Back up to the Accounting Claims.
Monitor all Tabs in the Credit Control Launch Pad.
Follow up on all Credit Fail or Committed orders.
Request cancellation of any item in credit fail or committed over 30 days old to sales team.
Receive and handle all incoming internal and external phone calls and emails regarding all phases of credit.
Assist in processing and report reviewing when assigned by manager.
Responsible for working the credit email bin.
Responsible for the Credit letter email bin.
KEY COMPETENCIES:
Excellent communication skills.
Ability to perform several tasks efficiently and accurately.
Ability to work in a team environment.
Excellent organizational and follow-up skills with attention to detail.
Adaptable to change.
Ability to work well under pressure.
Ability to multi-task and prioritize work accordingly.
Exceptionally Organized.
Self-Motivated.
Goal Orientated.
Big Picture perspective.
Quick and Accurate Typist.
EDUCATION/SKILLS/EXPERIENCE:
High school diploma or equivalent.
Customer service experience a plus.
Prior credit experience a plus.
Knowledge of Excel, Microsoft Word and Windows.
4imprint has a drug-free policy.
Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Equal opportunity/affirmative action employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.