Responsible for contract review and issuing credit to ATEC customers that meet the company policy requirements. Records payments to customers’ accounts.

JOB DUTIES AND RESPONSIBILITIES: 

1. Conducts credit investigations and analyzes all available sources of credit and financial information to obtain credit information from date order has been confirmed for all customers requesting terms; notifies customers and sales staff of unsuccessful compliance with ATEC’s credit & order policy.
2. Investigate all available sources of credit and financial information.
3. Evaluates and monitors orders for customer stability and suggests credit limitations to management.
4. Reviews Orders to ensure order accuracy.  Ensures correct documents are submitted with required information before releasing Holds on order.
5. Analyzes customer credit, process orders, sends order acknowledgement for additional required information and release for shipment when applicable according to company Credit Policy; notifies Manager or Senior Level Credit Analyst of discrepancies
6. Prepares summaries, presents facts, and occasionally offers opinions concerning creditworthiness of customers.
7. Responsible for completing vendor forms for customer compliance.
8. Follows work instructions, policies, and credit process to ensure metrics are met.
9. Records all documentation for potential past due accounts.
10. Experienced in working with Third Party Collection Agency and lawsuits related to past due customers.
11. Prepares Final Review and Final Notice for non-responsive  past due customers.
12. Contact customer directly to explain process and alternative options if customer does not pass Credit Criteria.
13. Processes credit card payments via phone with signed quote.
14. Maintains database of customer credit information; perform periodic customer credit reviews to assess credit worthiness.
15. Reports to Manager bankruptcy notices, and/or verbal notices of customer cash flow problems.
16. Maintains all confidential documents per policy in Customer files in accounting share drive.
17. Reviews Order Process Board and communicates within the accounting department and other departments to ensure all open items are processed and closed.
18. Possesses comprehensive knowledge of subject matter.
19. Handles complex issues and problems and refers only the most complex issues to higher-level staff.
20. May provide leadership, coaching and mentoring of a subordinate group.
21. Performs other assigned tasks and duties necessary to support the Accounting Department.

PREFERRED QUALIFICATIONS:

1. Four-six years’ experience in B2B credit evaluation.
2. Four-six years’ experience in a similar role/industry.

PREFERRED EDUCATION REQUIREMENTS:

1. Bachelor’s degree in accounting or finance   

KNOWLEDGE AND SKILLS REQUIRED:

1. Excellent oral, written, interpersonal skills.
2. Ability to work and collaborate effectively with co-workers, customers/clients, and guests.
3. Ability to read and write English.
4. Ability to use a computer for communication/information purposes.

 CORE COMPETENCIES:

1. Attendance
2. Communication
3. Quality of Work
4. Job Knowledge
5. Accountability

POLICY STANDARDS:

1. Understands and complies with the contents of the Employee Handbook, as well as with company policies.
2. Demonstrates knowledge of policies and procedures applicable to own job description.
3. Adheres to all policies and procedures.
4. Respect and honors requests of management for supporting interim rules or practices when required.

Interested candidates, please submit your cover letter and resume to Maura Wodarski, by clicking below.