Credit Coordinator

Job Details

Job Location:

LOS ANGELES, CA 90045

Salary Range: $46,000.00 - $77,000.00 Salary/year

• Maintain and organize physical and electronic customer credit files.
• Scan, index, upload, and archive credit applications, financial documents, correspondence, customer agreements, and supporting records.
• Utilize Docu Sign and other electronic document management tools to prepare, distribute, route, track, and maintain documents requiring customer, management, or internal approvals and signatures.
• Maintain departmental filing systems and ensure documents are properly retained according to company procedures.
• Assist with document retrieval requests from management, Sales, Accounting, customers, auditors, attorneys, and other departments.
• Process incoming mail, customer correspondence, and credit-related documentation.
• Perform high-volume data entry and record maintenance activities within AS400 and other designated systems.
• Support the annual external financial audit by locating, organizing, scanning, copying, and providing requested customer files and supporting documentation.
• Maintain audit-ready physical and electronic records throughout the year to facilitate efficient annual audit support.
• Support departmental reporting and special projects as assigned.

• Accurately process and apply customer payments, including checks, ACH transactions, wire transfers, and lockbox receipts within AS400.
• Perform routine cash application activities and assist with account reconciliation efforts.
• Research unapplied cash and payment discrepancies and escape unresolved issues as appropriate.
• Process authorized customer account adjustments, transfers, and credits.
• Assist with maintaining accurate customer account records and supporting documentation.
• Support month-end accounts receivable activities and reporting requirements.

• Review customer account status and assist with daily order release activities through AS400 in accordance with established credit procedures.
• Verify account balances, payment status, and credit hold information prior to releasing orders.
• Escalate accounts with significant past-due balances, exceeded credit limits, or other credit concerns to the Credit Specialist, Assistant Credit Manager, or Credit Manager.

• Perform collection follow-up activities on assigned customer accounts through telephone, email, and written correspondence.
• Contact customers regarding past-due balances and payment status.
• Provide copies of invoices, statements, proof of delivery, and supporting documentation needed to facilitate payment.
• Document customer payment commitments and collection activities within company systems.
• Escalate disputed invoices, collection issues, and significant delinquency concerns to Credit Department management.

• Respond to routine customer inquiries regarding account balances, invoices, statements, payments, and account maintenance requests.
• Work closely with Sales, Customer Service, Shipping, and Accounting departments to resolve routine customer account matters.
• Assist with customer portal administration, including Home Depot, Lowe's, and other customer payment systems.
• Support continuous improvement of departmental processes and workflows.
• Provide backup support to other Credit Department team members as needed

This position has no supervisory responsibilities.

• Strong administrative, organizational, and document management skills.
• Excellent attention to detail and accuracy.
• Ability to handle large volumes of paperwork and electronic records efficiently.
• Working knowledge of accounts receivable, cash application, and collection processes preferred.
• Strong customer service and communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Comfortable working in a highly manual and paper-intensive environment.
• Strong follow-through and documentation skills.

• 2+ years of experience in accounts receivable, collections support, customer service, administrative support, or related office environment.
• Experience with document management, scanning systems, and records administration preferred.
• Experience working with AS400 or similar ERP systems preferred.
• Experience in manufacturing, industrial, distribution, or construction-related industries preferred.

• Proficient…