Credit and Collections Representative

Company: PGT Innovations
Location: Nokomis
Posted on: May 23, 2023

Job Description:

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Review portfolio and select delinquent accounts for collection efforts for WinDoor and PGT, coordinate with CGI and CGIC for mutual customers
• Negotiate payment arrangements for delinquent accounts, mutually beneficial to customer and SEBU
• Evaluate customer records and make appropriate decisions regarding future action on accounts according to standard practices across SEBU
• Monitor payment history and purchase activity of customers
• Assign terms and credit limits to current and prospective customers for SEBU
• Review current customer credit applications and update as needed for SEBU
• Share information and resources with other team members to enhance the development of the group
• Maintain a customer service focus to build and sustain productive internal and external customer relationships
• Contribute to the continuous improvement of internal credit policies
• Assist in development of credit rating criteria and internal scoring models
• Prepare credit and collection correspondence as necessary
• Operate a personal computer and appropriate software
• Work with other departments throughout the company to help remove obstacles that may prevent customer payment
• Print and review invoices
• Process credit card payments
• Process Refunds to customer
• Provide answers to customer inquiries regarding billing and/or payment issues/questions
• Account Reconciliation
• When necessary, prepare accounts for a write-off, collection agency, or litigation
• Retrieve and prepare audit documentation
• File documentation to protect PGTI, and supply releases as appropriate
• Understand regulations governing business to business credit specific to our industry, such as bankruptcies and lien laws
• Participates in special projects and performs other duties as required
  
  QUALIFICATIONS
  
  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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
  
  
  • Experience in providing excellent customer service
  • Experience with Microsoft Office Suite including Outlook, Word & Excel
  • High school diploma or equivalent required, college degree preferred
    Language/Communication Skills
    
    Excellent listening, verbal, and written communication skills
    
    Mathematical Skills
    
    Accounting skills
    
    High level math skills
    
    Reasoning Ability
    
    
    • Organizational skills
    • Excellent negotiating skills
    • Excellent follow-up skills
    • Analyze, assess and use of logic
    • Ability to manage time effectively and adapt to changing priorities
    • Ability to make sound decisions
      
      PHYSICAL DEMANDS / WORK ENVIRONMENT
      
      The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Keywords: PGT Innovations, Palmetto , Credit and Collections Representative, Accounting, Auditing , Nokomis, Florida