Credit Associate

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Full Time 05A - Office & Cleri Oshkosh, Oshkosh, WI, US

2 days ago Requisition

HOURS:
Monday – Friday; 9:00am to 6:00pm (1 hour lunch) or 9:30am to 6:00pm (½ hour lunch) (1-3 nights per week until 7:30pm)

REPORTS TO:
Credit Manager

FLSA STATUS:
Non-Exempt

After a period of in-person training and time working onsite with your team, this role has the option to work remotely (in WI only at this time). In general, this timeframe tends to be 3-6 months. Note that there will be situations when someone may choose or be asked to return onsite which would be coordinated and scheduled in advance.

We work with businesses and organizations of all kinds to provide them with personalized promotional products. A small part of their job is the biggest part of ours – that’s why one of our core values is to provide remarkable service. When you work here, you’ll be treated with the same level of respect and positive attitude.

As a credit associate, you’ll be assisting with the daily functions of the accounting department as well as interacting with 4imprint sales, collections and claims departments and customers.

Here’s what a typical day might look like. (These are the essential functions of the job). Other duties may be assigned.

• Demonstrate the eight core principles that guide every 4imprint teammate on a daily basis:
  Honesty, Curiosity, Collaboration, Flexibility, Accountability, Empathy, Positive Attitude, Humility.
• Evaluate customer’s accounts for open lines of credit based upon:
  • Credit Bureau Report Analysis
  • Credit references
  • Past history with 4imprint
  • Corporate Account Guidelines
  • Business Information Reports as needed.
• Receive and handle all incoming internal and external phone calls and emails regarding all phases of credit.
• Responsible for the credit letter email bin.
• Monitor all Tabs in the Credit Control Launch Pad
  • Follow up on all Credit Fail or Committed orders.
  • Request cancellation of any item in credit fail or committed over 30 days old to sales team.
• Process all credit card transactions.
  • Authorizing the credit card for an order to be released
  • Charging the credit card
  • Notify the customer if the credit card was declined, rejected or otherwise not acceptable.
  • Refunding customers’ credit cards due to overcharges resulting from claims, change of credit cards or cancellation.
  • Investigate credit card discrepancies.
  • Printing and sending all receipts of charge or credits requested by customer.
• Verify purchase order requirements from 4imprint customers.
• Back-up to the Accounting Claims.
• Assist in processing and report reviewing when assigned by manager.
• Responsible for working the credit email bin.
• Maintain a current understanding of trends and updates in your role.
• Participate in training classes and actively seek professional development.

You might be a fit for this position if you are:

• Friendly, tactful, and professional in your communications on the phone and in e-mail.
• A self-starter who takes the initiative to solve problems and follow up with both internal and external customers.
• A multi-tasker who is ready to act in any situation.
• Extremely organized and focused on the details that matter.
• Able to demonstrate strong computer skills with working knowledge of databases, spreadsheets and MS Office Suite.
• Someone who enjoys change and trying new things.

Required education/skills/experience:

• High school diploma or equivalent.
• Associate’s degree in accounting or related field a plus.
• 0-1 years of experience in a similar field.
• Must have knowledge and/or experience in accounting-related functions.
• Prior credit experience helpful.
• Microsoft Excel, Word, Outlook, Teams,…