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
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