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Job Posting External Job Duties Customer Collection Activities - Maintain regular communication with customers to assure that assigned accounts are kept in current status and payment is forthcoming. Provide customer service and maintain appropriate documentation of collection procedures performed to reference for future communications. Follow up in a timely manner on past due invoices. Proactively confirm approval of all larger invoices with key customers. Enlist the efforts of Branch Management, General Managers, and Directors to accelerate the collection process. Credit Review - Monitor credit status on all assigned accounts. Coordinate and work with Regional Credit Specialist on resolution. Assist Collection Specialist Regional with research and resolve of past due accounts. Research customers through Dunn & Bradstreet, Company history, and other internet sources to determine risk. Follow up with customers on delinquent accounts to determine approval of orders Report Preparation and Review - Review portfolio using Accounts Receivable (AR) Metrics & Detail Reports. Prepare and review portfolio and aging reports with Branch Management team and customers on monthly basis. Review portfolio with Supervisor on monthly basis. Miscellaneous - Monitor credit status on all assigned accounts. Research and reconcile account history as needed. Process electronic payments as requested. Perform accounting adjustments as needed. Perform other duties as assigned. Minimum Qualifications Less than 2 years related experience Associate degree (Accounting) Non-degree considered if 6+ years of related experience along with a high school diploma or GED Per 8-hour shift. Sit 8 hours and stand 0 hours. Typical office environment (low noise level, limited exposure hot/cold temperatures, dust, fumes, and vibrations). Regular interaction with others and performs a degree of independent work. Physical and mental demands are akin to the majority of office positions with prolonged periods of sitting and prolonged use of a computer/keyboard. Infrequent lifting, walking and climbing stairs. Occasional use of office equipment (copiers, printers, etc.). Preferred Qualifications Attention to detail and ability to work independently with appropriate guidance. Analytical and objective decision-making skills. Good communication skills and problem-solving capabilities. Good computer skills. Ability to multitask and work in fast-paced environment.
CE
Crown Equipment Corporation
Credit Collection Specialist 1
Career Insights for Credit Specialist / Clerk
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Scorecard
Based on California data
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What they do
A Credit Specialist or Clerk reviews the credit history of individuals or businesses that apply for credit. Requests information from credit companies, analyzes computerized records and payment histories, and determines whether new credit can be approved.
$46,216 / year median in California
-10% projected decline
Job Description
Company Description:
Crown Equipment Corporation, one of the world's largest lift truck manufacturers, offers local support on a global scale with more than 15 manufacturing facilities worldwide and more than 500 retail locations in over 80 countries. Our global sales and service network provides our customers with a local resource for a wide variety of quality material handling equipment, fleet management solutions, warehouse products and support services to meet their needs anytime, anywhere.Job Posting External Job Duties Customer Collection Activities - Maintain regular communication with customers to assure that assigned accounts are kept in current status and payment is forthcoming. Provide customer service and maintain appropriate documentation of collection procedures performed to reference for future communications. Follow up in a timely manner on past due invoices. Proactively confirm approval of all larger invoices with key customers. Enlist the efforts of Branch Management, General Managers, and Directors to accelerate the collection process. Credit Review - Monitor credit status on all assigned accounts. Coordinate and work with Regional Credit Specialist on resolution. Assist Collection Specialist Regional with research and resolve of past due accounts. Research customers through Dunn & Bradstreet, Company history, and other internet sources to determine risk. Follow up with customers on delinquent accounts to determine approval of orders Report Preparation and Review - Review portfolio using Accounts Receivable (AR) Metrics & Detail Reports. Prepare and review portfolio and aging reports with Branch Management team and customers on monthly basis. Review portfolio with Supervisor on monthly basis. Miscellaneous - Monitor credit status on all assigned accounts. Research and reconcile account history as needed. Process electronic payments as requested. Perform accounting adjustments as needed. Perform other duties as assigned. Minimum Qualifications Less than 2 years related experience Associate degree (Accounting) Non-degree considered if 6+ years of related experience along with a high school diploma or GED Per 8-hour shift. Sit 8 hours and stand 0 hours. Typical office environment (low noise level, limited exposure hot/cold temperatures, dust, fumes, and vibrations). Regular interaction with others and performs a degree of independent work. Physical and mental demands are akin to the majority of office positions with prolonged periods of sitting and prolonged use of a computer/keyboard. Infrequent lifting, walking and climbing stairs. Occasional use of office equipment (copiers, printers, etc.). Preferred Qualifications Attention to detail and ability to work independently with appropriate guidance. Analytical and objective decision-making skills. Good communication skills and problem-solving capabilities. Good computer skills. Ability to multitask and work in fast-paced environment.