Customer Master & AR Credits Coordinator
Listed on 2026-01-12
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Business
Accounts Receivable/ Collections
Customer Master & AR Credits Coordinator
Title:
Customer Master & AR Credits Coordinator
Basic Function:
Under the direction of the Department Manager, this individual is responsible for the customer master maintenance across companies (UFII, LCH & Samson International), as well as issuing all types of credits and billings in accordance with company and departmental policies and procedures.
Maintain and update the Customer Master in the ERP operating system (Oracle) across companies (UFII, LCH, Samson Intl); duties include:
- Complete Credit Application Routing Document
- Set up new accounts in company ERP system by entering customer information including all Billing & Shipping addresses, Customer Contact information, Credit Lines & Terms, Tax , Freight Carrier & Shipping method, Sales Rep and Collector responsibilities
- Ensure accounts are routed to Accounting for entry to Vertex software for tax set up & Sales Department for territory assignment and sales splits
- Notify Sales, Customer Service, Accounting & Collections of new account upon completion of set up
- Forward any attached Purchase Orders to Customer Service for order entry
- Attach Credit App, Tax Certificates, Lyons & FMCA reports & W9 forms into Customer Master
- Add/Update Customer Class & Division for Reporting & Pricing as needed
- Add/Update/Reactivate all new shipping address & customer contact information
- Inactivate or reactivate accounts & modify credit lines as directed by the Credit Manager
- Update all associated accounts for changes to Freight Core Carriers or Sales Personnel as directed
- Research & correct address, zip code, county & vertex errors from EDI entries
- Issue all Credit Memos and Billings for UFII & LCH, verifying amounts & ensuring sufficient documentation & required approvals are attached
- Maintain & Update the New Account Listing spreadsheet on the company shared drive
- Maintain company fax server applications
- Assist with special projects as requested by company management of all levels from Operations, Sales, Technology, Finance & Credit
- Send CBD letters for all prepaid account acknowledgements
Basic knowledge of accounts receivable procedures. Proficient knowledge of Microsoft Office, including Outlook and Excel. Thorough understanding of PC based applications related to job requirements. Must be organized, analytical, and possess excellent written and oral communication skills. Must possess the ability to work well individually or as a member of department team. Ability to be firm and assertive while still maintaining professional and courteous relationships with customers and colleagues.
High School Diploma, college preferred. 12/17/15
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