Credit Services Representative
Peterson Caterpillar Peterson Caterpillar Hillsboro, OR Hillsboro, OR Full-time Full-time $30 - $33 an hour $30 - $33 an hour Job Description Peterson Cat has the immediate need for a Credit Services Representative to be based at either our Hillsboro, OR or San Leandro, CA location.
SUMMARY This position will have responsibility for monitoring and collecting company receivables with an emphasis on delinquent accounts.
In addition, the individual will analyze current customer records and correspondence in order to maintain accurate records, mitigate risk, modify credit limits, resolve disputes, coordinate credit meetings with operational departments, and recommend and adhere to Corporate Credit Policies.
Reps will work closely with Cat Financial in order to promote Cat Commercial as a resource and solution for Peterson's customers.
ESSENTIAL JOB FUNCTIONS The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned.
Management may assign or reassign the functions to this job at any time due to reasonable accommodation or other reasons.
Job functions include the following.
Other duties may be assigned.
Provide superior customer service in all aspects of the job.
Initiate credit collection efforts on delinquent accounts.
Develop relationships with customers in order to aid collection efforts.
Develop and recommend payment solutions for delinquent customers.
Coordinate with operational employees to aid in collection efforts.
Evaluate customer records and reduce/extend credit line or place credit hold based on account analysis.
Responsible for monitoring additional exposure on delinquent accounts and consulting with Department Mangers, account reps and supervisor on marginal credit issues.
Prepare and facilitate regular credit meetings with appropriate operations personnel; review delinquent accounts and disputes.
Run, update, and distribute monthly reports.
Determine and manage accounts sent to collections and/or legal.
Determine charge backs and write offs of unrecoverable accounts on a monthly basis and present to supervisor, account reps and department manager.
Notify operational staff of items that effect cost center.
Prepare and file pre-liens on rental equipment as necessary and issue releases in exchange for payments.
File stop notice/mechanic liens.
With supervisor approval, refer to attorney, as necessary.
Follow up on daily activity.
Recover Bad Debt through appropriate channels when necessary.
Reconcile assigned accounts, provide documents as requested, execute credit reference and process return mail.
Maintains punctual, regular, and predictable attendance.
OTHER JOB FUNCTIONS Works collaboratively in a team environment with a spirit of cooperation.
Displays excellent communication skills including presentation, persuasion, and negotiation skills required in working with customers/ coworkers, including the ability to communicate effectively and remain calm and courteous under pressure.
Respectfully takes direction from supervisor/manager.
JOB SCOPE This position serves in the capacity of the Credit Services Representative.
General discretion and judgment are exercised routinely in the execution of job duties.
If errors in judgment or professional execution of responsibilities are made, the consequences to the department can be serious.
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, safely and in alignment with Peterson's core values.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE Associates Degree from a fully accredited college in Business or other closely related field; and a minimum of three years of directly related experience in credit collections preferably in a heavy industrial environment; or an equivalent combination of education and work experience.
Job Type:
Full-time Pay:
$30.
00 - $33.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance On-the-job training Paid time off Vision insurance Weekly day range:
Monday to Friday Ability to commute/relocate:
Hillsboro, OR 97124:
Reliably commute or planning to relocate before starting work (Required) Education:
Associate (Preferred)
Experience:
Liens and Bonds:
2 years (Preferred) Collections in Manufacturing or Construction Industries:
3 years (Preferred) Work Location:
In person Peterson Cat has the immediate need for a Credit Services Representative to be based at either our Hillsboro, OR or San Leandro, CA location.
Provide superior customer service in all aspects of the job.
Initiate credit collection efforts on delinquent accounts.
Develop relationships with customers in order to aid collection efforts.
Develop and recommend payment solutions for delinquent customers.
Coordinate with operational employees to aid in collection efforts.
Evaluate customer records and reduce/extend credit line or place credit hold based on account analysis.
Responsible for monitoring additional exposure on delinquent accounts and consulting with Department Mangers, account reps and supervisor on marginal credit issues.
Prepare and facilitate regular credit meetings with appropriate operations personnel; review delinquent accounts and disputes.
Run, update, and distribute monthly reports.
Determine and manage accounts sent to collections and/or legal.
Determine charge backs and write offs of unrecoverable accounts on a monthly basis and present to supervisor, account reps and department manager.
Notify operational staff of items that effect cost center.
Prepare and file pre-liens on rental equipment as necessary and issue releases in exchange for payments.
File stop notice/mechanic liens.
With supervisor approval, refer to attorney, as necessary.
Follow up on daily activity.
Recover Bad Debt through appropriate channels when necessary.
Reconcile assigned accounts, provide documents as requested, execute credit reference and process return mail.
Maintains punctual, regular, and predictable attendance.
Works collaboratively in a team environment with a spirit of cooperation.
Displays excellent communication skills including presentation, persuasion, and negotiation skills required in working with customers/ coworkers, including the ability to communicate effectively and remain calm and courteous under pressure.
Respectfully takes direction from supervisor/manager.
401(k) 401(k) matching Dental insurance Health insurance Life insurance On-the-job training Paid time off Vision insurance Monday to Friday Hillsboro, OR 97124:
Reliably commute or planning to relocate before starting work (Required) Associate (Preferred) Liens and Bonds:
2 years (Preferred) Collections in Manufacturing or Construction Industries:
3 years (Preferred).
Estimated Salary: $20 to $28 per hour based on qualifications.
SUMMARY This position will have responsibility for monitoring and collecting company receivables with an emphasis on delinquent accounts.
In addition, the individual will analyze current customer records and correspondence in order to maintain accurate records, mitigate risk, modify credit limits, resolve disputes, coordinate credit meetings with operational departments, and recommend and adhere to Corporate Credit Policies.
Reps will work closely with Cat Financial in order to promote Cat Commercial as a resource and solution for Peterson's customers.
ESSENTIAL JOB FUNCTIONS The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned.
Management may assign or reassign the functions to this job at any time due to reasonable accommodation or other reasons.
Job functions include the following.
Other duties may be assigned.
Provide superior customer service in all aspects of the job.
Initiate credit collection efforts on delinquent accounts.
Develop relationships with customers in order to aid collection efforts.
Develop and recommend payment solutions for delinquent customers.
Coordinate with operational employees to aid in collection efforts.
Evaluate customer records and reduce/extend credit line or place credit hold based on account analysis.
Responsible for monitoring additional exposure on delinquent accounts and consulting with Department Mangers, account reps and supervisor on marginal credit issues.
Prepare and facilitate regular credit meetings with appropriate operations personnel; review delinquent accounts and disputes.
Run, update, and distribute monthly reports.
Determine and manage accounts sent to collections and/or legal.
Determine charge backs and write offs of unrecoverable accounts on a monthly basis and present to supervisor, account reps and department manager.
Notify operational staff of items that effect cost center.
Prepare and file pre-liens on rental equipment as necessary and issue releases in exchange for payments.
File stop notice/mechanic liens.
With supervisor approval, refer to attorney, as necessary.
Follow up on daily activity.
Recover Bad Debt through appropriate channels when necessary.
Reconcile assigned accounts, provide documents as requested, execute credit reference and process return mail.
Maintains punctual, regular, and predictable attendance.
OTHER JOB FUNCTIONS Works collaboratively in a team environment with a spirit of cooperation.
Displays excellent communication skills including presentation, persuasion, and negotiation skills required in working with customers/ coworkers, including the ability to communicate effectively and remain calm and courteous under pressure.
Respectfully takes direction from supervisor/manager.
JOB SCOPE This position serves in the capacity of the Credit Services Representative.
General discretion and judgment are exercised routinely in the execution of job duties.
If errors in judgment or professional execution of responsibilities are made, the consequences to the department can be serious.
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, safely and in alignment with Peterson's core values.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE Associates Degree from a fully accredited college in Business or other closely related field; and a minimum of three years of directly related experience in credit collections preferably in a heavy industrial environment; or an equivalent combination of education and work experience.
Job Type:
Full-time Pay:
$30.
00 - $33.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance On-the-job training Paid time off Vision insurance Weekly day range:
Monday to Friday Ability to commute/relocate:
Hillsboro, OR 97124:
Reliably commute or planning to relocate before starting work (Required) Education:
Associate (Preferred)
Experience:
Liens and Bonds:
2 years (Preferred) Collections in Manufacturing or Construction Industries:
3 years (Preferred) Work Location:
In person Peterson Cat has the immediate need for a Credit Services Representative to be based at either our Hillsboro, OR or San Leandro, CA location.
Provide superior customer service in all aspects of the job.
Initiate credit collection efforts on delinquent accounts.
Develop relationships with customers in order to aid collection efforts.
Develop and recommend payment solutions for delinquent customers.
Coordinate with operational employees to aid in collection efforts.
Evaluate customer records and reduce/extend credit line or place credit hold based on account analysis.
Responsible for monitoring additional exposure on delinquent accounts and consulting with Department Mangers, account reps and supervisor on marginal credit issues.
Prepare and facilitate regular credit meetings with appropriate operations personnel; review delinquent accounts and disputes.
Run, update, and distribute monthly reports.
Determine and manage accounts sent to collections and/or legal.
Determine charge backs and write offs of unrecoverable accounts on a monthly basis and present to supervisor, account reps and department manager.
Notify operational staff of items that effect cost center.
Prepare and file pre-liens on rental equipment as necessary and issue releases in exchange for payments.
File stop notice/mechanic liens.
With supervisor approval, refer to attorney, as necessary.
Follow up on daily activity.
Recover Bad Debt through appropriate channels when necessary.
Reconcile assigned accounts, provide documents as requested, execute credit reference and process return mail.
Maintains punctual, regular, and predictable attendance.
Works collaboratively in a team environment with a spirit of cooperation.
Displays excellent communication skills including presentation, persuasion, and negotiation skills required in working with customers/ coworkers, including the ability to communicate effectively and remain calm and courteous under pressure.
Respectfully takes direction from supervisor/manager.
401(k) 401(k) matching Dental insurance Health insurance Life insurance On-the-job training Paid time off Vision insurance Monday to Friday Hillsboro, OR 97124:
Reliably commute or planning to relocate before starting work (Required) Associate (Preferred) Liens and Bonds:
2 years (Preferred) Collections in Manufacturing or Construction Industries:
3 years (Preferred).
Estimated Salary: $20 to $28 per hour based on qualifications.
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