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Whirley-Drinkworks

Credit Services Representative

Entry-Level JobVerifiedNo experience needed

Career Insights for Credit / Loan Counselor

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Based on Pennsylvania data

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What they do

A Credit or Loan Counselor advises and educates individuals or organizations on acquiring and managing debt or qualifying for traditional loans. Guidance may include determining the best type of loan and explaining loan requirements or restrictions. May help develop debt management or credit issue plans. Can provide budget, mortgage or bankruptcy counseling.

$47,743 / year median in Pennsylvania

-13% projected decline

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Job Description

JOB TITLE
Credit Services Representative
DEPARTMENT
Accounting
REPORTS TO
Credit Management Team Leader
SUPERVISES
None
FLSA STATUS
Non-Exempt
JOB SUMMARY
The Credit Services Representative is responsible for communicating with past due accounts, facilitating payment over multiple channels including our payment portal, and updating related files. This role requires a strong work ethic with great communication skills. Key responsibilities include contacting customers about past due payments, investigating deductions made on invoices, and maintaining payment expectations to assigned credit terms.
DUTIES / RESPONSIBILITIES
Daily review & contact of all assigned past due accounts. Reviewing past due invoices and establishing next steps for communication Escalating invoices for assistance in a timely manner Provide research support for customer credit investigations Initial evaluation of credit stops when customer is past due or will exceed established credit limit. Provide phone and email support to customers utilizing our payment portal Release orders to ship based on payment received Research all invoice deductions in a timely manner Identify customer support issues and enter in ERP for processing. Pull proof of deliveries as needed. Ensure proper documentation for each communication is properly filed. Identify the best way to contact new accounts. Provide backup support to departmental functions, as needed. Other duties as assigned.
GENERAL CONDUCT
Maintains respectful working relationship with Managers, Supervisors, Team Leaders, and TeamMates to promote teamwork and a positive work environment. Committed to Continual Improvement to raise personal performance above the standard and to develop new methods to eliminate waste, improve productivity and reduce customer complaints. Maintains excellent attendance as defined in the Company's Attendance Policy. Supports, enforces, and complies with all company policies and procedures, including safety and quality. Submits new ideas to improve Safety, Quality and procedural operations that will benefit the Company. Actively participates in meetings and discussions by providing suggestions for improvement, problem solving and offering feedback. Performs duties in a manner that encourages teamwork and sets a positive example.
REQUIRED SKILLS / ABILITIES
Company Policies and Procedures Safety Orientation ADP Office 365 Excellent communication skills Ability to work independently and with a team.
IQMS EDUCATION AND EXPERIENCE
High school graduate or equivalent. Associates degree preferred. Customer Service Experience
PHYSICAL REQUIREMENTS
Prolonged periods of standing, sitting, and moderate walking.