A/R Clerk
RelaDyne

Santa Rosa, California

Posted in IT


This job has expired.

Job Info


Job Title: Accounts Receivable Clerk

Normally Reports to: Director of Credit

Job Objective: To manage some of the branch daily credit and collection duties within the guidelines set forth in the company credit policy consistent with the various approval limits assigned. The execution of this task must be accomplished in the manner which is both sales supportive, minimizes credit losses and maximizes return on accounts receivable investment.

Essential Duties and Responsibilities: In addition to the essential job functions described below, all associates will perform duties as requested by management. Assigned responsibilities and duties may vary based upon location size and operations.

Accounts Receivable:

  • Enter customer profile information into computer system
  • Monitor monthly balances of customers & work closely with management & sales when issues arise
  • Maintain customer files and ensure information is correct
  • Follow closely the course of aging accounts and determine action to be taken personally or by assistants on delinquent accounts
  • Develop meaningful relationships with customers by understanding their needs and handling problems with positive attitude to collect money while retaining customers
  • Review and manage credit limits daily
  • Review regularly the status of collections to assure that assigned book of A/R is in sound condition, striving to reduce past due balances and increasing current balances
  • Follow up on disputes in a timely manner and work with salespeople and customers to resolve.
  • Facilitate bad debt recovery by monitoring potential write-offs and collecting on previous write- offs
  • Communicate A/R problems to Management
  • Adhere to established credit policies and procedures and changes requested by management

Customer Relations:

  • Maintain relationships with salespeople, and Management as it relates to the status of customer accounts
  • Maintain a positive attitude with fellow associates, management and customers
  • Work with customers and the branch and visit them when warranted as approved by Supervisor
  • Establish and communicate account parameters
  • Personally handle credit within assigned authority, and follow policy and special guidelines assigned to specific customers
  • Obtain and provide reference requests on customers
  • Attend industry credit groups where available

Other:

  • Represent the company in a professional manner at all times ensuring quality customer service
  • Abide by all policies, rules, and regulations of the company including all applicable safety rules, regulations and procedures
  • Support corporate programs, goals, and initiatives of the company
  • Work overtime as needed

Knowledge Skills and Abilities:

  • Customer service skills
  • Leadership skills
  • Organizational skills
  • Communication skills (oral and written)
  • Ability to work with and analyze numbers
  • Ability to handle stress successfully
  • Ability to manage time effectively
  • General computer skills (Operating System and Microsoft office)
  • Ability to analyze solutions (problem solving skills)
  • Able to initiate and embrace change
  • Judgement and decision-making ability
  • Time management skills (ability to multi-task)
  • Interpersonal skills

Performance Measurements:

  • Collection percentage
  • Sales to budgeted goals
  • Number of accounts over the credit limits
  • Days in A/R
  • Consistent contact with customers
  • Minimizing the number of accounts on restriction
  • Net write-offs to sales
  • Managing the percentage of A/R in past due columns
  • Timely management of disputes

Physical Requirements: The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.

  • Vision: minimum vision required to prevent injury from oneself and others
  • Hearing: perceiving the nature of sounds with or without correction
  • Talking: expressing or exchanging ideas by means of the spoken word
  • Lifting small weighed objects constantly; 20 pound objects frequently and 20-50 pound objects occasionally
  • Climbing ladders, stairs and ramps
  • Balancing, pushing and pulling
  • Crouching, kneeling, reaching and grasping objects
  • Walking: move about inside the office and/or branch facilities as well as airport/travel needs
  • Sit/Stand: Must be able to remain in a stationary position 50 percent of the time
  • Capable of traveling as required

Attendance Requirements: Attendance on a regular, consistent basis is mandatory, including arriving at the time as scheduled


This job has expired.

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