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AS
Apogee Services Inc.
Credit Account Specialist I
Career Insights for Credit Specialist / Clerk
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Based on Minnesota 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.
$47,712 / year median in Minnesota
-13% projected decline
Job Description
Apogee Services Inc. Position Summary The Credit Account Specialist will promptly and efficiently analyze and collect account balances, which are due within an assigned territory, with the goal of reducing Average Days Receivable ( ADR ) and avoid Bad Debt write-offs while maintaining customer relationships. This individual will also review their assigned accounts, to determine if the orders should be released following the guidelines set by Apogee Manager, Credit. The Credit Account Specialist will assist the Credit Account Supervisor on answering credit reference inquiries, pertaining to his/her assigned accounts, within the guidelines prescribed by the National Association of Credit Management (NACM) . Responsibilities Contact accounts as assigned following strategies and guidelines dictated by policy and as directed by the Credit Account Supervisor and Manager, Credit. Answer credit reference inquiries. Verify customer account balances. Assist help resolve disputes, deducts and charge-backs. Email copies of invoices or other supporting documents as requested by customers or management. Report on the status of assigned accounts in past-due meetings with the Credit Account Supervisor and others that may attend. Apprise Credit Account Supervisor and Manager of Credit of any difficult collection matters or those that may require special handling. As provided recommend accounts for adverse action such as intents to lien, lien filing, and collections. Other duties as assigned