Credit & Customer Account Clerk

Job Summary

The Credit & Customer Account Clerk is responsible for accurately processing and applying customer credits in accordance with company policies, service contracts, and approved damage claims. This position plays a vital role in maintaining accurate customer account balances while ensuring credits are issued promptly and correctly.

The Credit & Customer Account Clerk works closely with the Sales, Service, Delivery, and (accounting) departments to verify completed transactions, reconcile outstanding items, and ensure customer orders are properly closed following delivery and installation.

• Review and process customer credits for service contract claims, damaged merchandise, pricing adjustments, and other approved credit requests.
• Verify supporting documentation to ensure all credits comply with company policies and authorization requirements.
• Apply credits accurately to customer accounts in a timely manner.
• Research discrepancies involving customer accounts, invoices, deliveries, and service work.
• Collaborate with the Sales Department to ensure customer orders are properly completed and closed after delivery and installation.
• Communicate with Service, Delivery, Warehouse, and (Accounting) teams to resolve outstanding issues affecting customer accounts.
• Monitor open transactions and follow up on missing documentation or approvals.
• Maintain accurate records of all credit activity and supporting documentation.
• Assist with account reconciliations and month-end closing activities related to customer credits.
• Ensure compliance with company policies regarding credit approvals and account adjustments.
• Provide excellent internal customer service by responding promptly to questions regarding account credits and order status.
• Perform additional administrative and (accounting) duties as assigned.
• Customer Return Material Authorizations (RMA)
• Returns to Vendors (RTV)
• Vendor rebates and incentive programs, and inventory transfers between locations

• High school diploma or equivalent required; associate degree in accounting, business, or related field preferred.
• Previous experience in accounting, accounts receivable, credit administration, or customer account management preferred.
• Experience in the appliance, wholesale, retail, or distribution industry is a plus.
• Strong attention to detail and commitment to accuracy.
• Excellent organizational and time management skills.
• Ability to prioritize multiple tasks and meet deadlines.
• Strong problem-solving and analytical abilities.
• Effective verbal and written communication skills.
• Proficient with Microsoft Office, particularly Excel, and experience using ERP or accounting software.
• Ability to work independently while collaborating effectively with multiple departments.

• Understanding basic accounting principles and credit processing.
• Ability to analyze invoices, contracts, and supporting documentation.
• Strong data entry and recordkeeping skills.
• Professional judgment in handling confidential financial information.
• Ability to build positive working relationships across departments.
• Commitment to accuracy, accountability, and continuous improvement.

• Prolonged periods of sitting and working at a computer.
• Ability to occasionally lift up to 20 pounds.
• Frequent use of standard office equipment.

This position is primarily performed in an office environment within a fast-paced appliance wholesale operation. The Credit & Customer Account Clerk regularly interacts with Sales, Service, Delivery, Warehouse, and Accounting personnel to ensure customer accounts are accurately maintained and all transactions are completed efficiently.

A successful Credit & Customer Account Clerk consistently maintains accurate customer accounts, processes credits promptly, communicates effectively across departments, and helps ensure every customer order is properly completed and financially reconciled. Their attention to detail and commitment to compliance contribute directly to customer satisfaction and the financial integrity of R&B Appliance Wholesale.

• Full-time position.
• May require overtime, weekends, or occasional evenings based on customer demand.

• Competitive hourly pay
• Overtime opportunities
• Health, dental, and vision insurance
• Paid time off and holidays