Credit/Collection Specialist

Primary Purpose:

Process requests from customers for credit for the rental and/or purchase of equipment. Collect on delinquent accounts in accordance with Company credit policy.

Essential Functions:

• Process requests to open a credit account with Admar Supply. Contact customer to obtain any missing or incomplete information. If customer rating meets our guidelines issue an approval. If customer rating does not meet our guidelines, inform Sales Rep working with the customer.
• On daily basis make calls to assigned customers to collect on delinquent accounts.
• Identify customer accounts that need to be sent to outside collection agencies. File mechanics liens as needed and requested.
• Generate and distribute customer invoices according to billing schedule.
• Respond to customer billing questions either by phone or email. . Research issue(s) to obtain all pertinent information about the account by contacting the Sales Rep and/or Branch Manager. Provide clear, concise information back to customer on a timely basis, letting them know how issue(s) will be resolved.
• Properly apply credits, payments, deductions and taxes to assigned accounts.
• Furnish credit related information to sales and rental departments as requested for completion of sale and rental contracts.
• Review and update customer credit history on regular basis to make sure the customer credit line is appropriate.
• Maintain customer tax exemption and insurance certificate files. Ensure update certificates are received and filed on a timely basis.

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.