Credit & Accounts Receivable Coordinator

Job Description

Job Description

Description:

Ensure accurate customer set up and billing information in the company database and maintain current customer information. Daily review of the open Accounts Receivable; follow up with customers via phone and email to facilitate payment on open invoices and minimize aging receivables. Maintain responsibility of open AR while coordinating with others in the Aftermarket department to ensure payment and minimize company financial risk.

Essential Duties and Responsibilities:

• Receive information for set up of new customers in Navision. Verify accuracy of customer information and complete set up according to company policy and parameters.
• Send Credit Application to customer and track return of completed form.
• Send Credit Reference Requests as needed and track return of completed forms.
• Coordinate with the Aftermarket team on the credit approval process to ensure timely response to both the customer and the Aftermarket sales team.
• Responsible for timely collection of customer payments by implementing company policies and procedures to:
• Review the Aftermarket Accounts Receivable report daily and make collection calls as needed.
• Coordinate with others in the Aftermarket department to resolve customer issues that impede payment.
• Manage difficult collections by involving the Service Manager and Customer Care Coordinator; communicating ‘Do Not Service’ situations; and working with customers on payment plans when required.
• Initiate action with an outside collection agency when appropriate.
• Primary back up for Aftermarket Bookkeeper/Reconciler. Back up for other Accounting functions as needed.
• Other duties as required.

Education/Experience:

• College degree is desirable; equivalent experience may be considered
• Two to three years of prior bookkeeping experience required
• One to two years of collections experience preferred

Specific Qualifications:

• Knowledge of basic accounting functions as they relate to payroll, accounts payable, accounts receivable, and general ledger
• Exceptional interpersonal and customer service skills
• Ability to multitask and manage deadlines
• Proven verbal and written English communication skills
• Highly detail-oriented and organized
• Strong working knowledge of Word, Excel and Outlook required
• Familiarity with Navision system is desirable

Physical Demands:

While performing the duties of this job, the employee is regularly required to sit, stand, walk and frequently required to use hands to handle or touch and talk and hear.[1]

[1] The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel assigned to this job. This position is at will, which means that either the employee or Gustavo Preston Company may terminate the employment relationship at any time, with or without notice and for any reason or no reason.