Job Information
Dairy Farmers of America Credit & Collections Specialist in City of Industry, California
Job Description
General Purpose
Perform credit and/or collection tasks according to company policy and procedures that primarily include collecting delinquent account balances, resolving disputes and/or discrepancies, processing credit applications, and working with various departments to resolve customer payment issues. Contact existing customers to complete credit applications. This includes ensuring contact information is accurate, completing reference requests, and reporting. Handle multiple files at one time. Work with key customers and cross-functional teams to understand and resolve issues independently, even those with moderate difficulty level; refer more complex issues to higher-level staff.
Job Duties and Responsibilities
Compile and maintain credit information
Contact existing customers via fax, email, or phone in order to have them complete a credit application as part of routine re-evaluation of existing accounts. Confirm the accounts payable contact information
Perform general organizing, maintaining, filing, and scanning of various documents
Send out reference request forms to both bank and trade customers listed on the credit application once the credit application is received
Run ad-hoc and regular reports (e.g., customer credit reports)
Gather all required documentation (i.e., the credit application, bank reference, trade references, credit reports, and/or financial statements) and transition the customer to another member of the credit team so that credit limit decisions can be made
Develop awareness of the customer’s business and financial standing to support the credit review process
Review and analyze historical data to spot trends and problem areas that can be communicated to appropriate individuals that will aid efforts to improve business processes and contract negotiations
Identify accounts that have become delinquent and, depending upon multiple factors (tenure of the account, the number of past due invoices, the total dollar amount owed and/or the past payment history of the customer, etc.) and contact customers with past-due accounts
Recover delinquent accounts; evaluate and adjust delinquent accounts
Assist customers with terms to secure payments for the past due amount or establish an alternative payment plan
Document activity within our collection software, and subsequently, follow up to ensure the customer followed through on their payment commitment; bring to the attention of the supervisor accounts that did not follow through as promised
Recommend accounts for charge-off
Resolve routine to moderately difficult customer service and routing problems with minimal supervision; perform root cause analysis and escalation
May perform and assume responsibility for some cash application (applying payments against open invoices)
The requirements herein are intended to describe the general nature and level of work performed by employee, but is not a complete list of responsibilities, duties, and skills required. Other duties may be assigned as required
Location: 17637 East Valley Blvd., City of Industry, CA 91744
Benefits
Health and Welfare benefits begin 1 st of the month after start date
401(k) with company contribution – 100% vested at day one of eligibility
Competitive pay
Paid vacation and holidays
Career growth opportunities – we promote from within!
Comprehensive healthcare benefits
Service recognition and employee rewards
Employee referral program
Tuition reimbursement
Work for dairy farm families
Requirements
Education and Experience
High school diploma or equivalent
1 to 3 years credit/collection, general accounting, or related experience
Experience with software applications (SAP, Microsoft, etc.)
Certification and/or License – may be required during course of employment
Knowledge, Skills, and Abilities
Knowledge of and skill with Microsoft Office Suite and company computer systems
Basic analytical skills
Able to problem solve
Able to work with accuracy and detail oriented
Able to handle multiple tasks simultaneously
Able to organize time, energy, and resources effectively to achieve goals (i.e., organizational skills)
Able to communicate clearly and effectively, both verbally and in writing
Able to interact positively and work effectively with others (interpersonal skills)
Able to be a team player willing to help others through training and sharing of knowledge and information
Must be able to read, write and speak English
An Equal Opportunity Employer
Pay Range Competitive Salary