Credit & Accounts Receivable Specialist at Logicalis in Helena, Montana

Job Description:

Job Description

Summary


Focuses on overall monitoring of financial risk to company by reviewing credit for potential and current clients. Focuses on collecting payments from customers for invoices issued per agreed upon payment terms. Assists and troubleshoots in resolving issues that result in delays in processing payments. Responsible for overall maintenance of assigned customer accounts.


Essential Duties and Responsibilities

• Supports customer onboarding process, including but not limited to:
  
  
  • Analyzing credit reports to approve credit limits for new and existing customers
  
  
  • Setting up customer IDs and completing onboarding documents per customer request
  
  
  • Managing customer portal access
  
  
  • Assisting Credit & Collections Manager with credit queues, holds, and ad hoc reporting
  
  
  
  

• Reviews status of delinquent accounts and initiates collection action by contacting customer account representatives, according to due date and dollar value of delinquent invoices.

• Communicates regularly with sales and sales support regarding customer account status.

• Performs daily collection processes to maintain proper account balances, maintains account notes and reports regarding customer status and activity.

• Processes credits, rebills and customer refunds for customer accounts.

• Maintains accurate records, completes research, communicates, and resolves issues regarding status of collections on accounts.

• Minimizes losses by referring uncollectible accounts to the Accounts Receivable Manager.

• Demonstrates and actively promotes an understanding and commitment to the mission of Logicalis through performing behaviors consistent with the organization's values.

• Maintains a working knowledge of applicable Federal, State, and Local laws and regulations as well as policies and procedures of Logicalis in order to ensure adherence in a manner that reflects honest, ethical and professional behaviors.

• Supports and conducts self in a manner consistent with customer service expectations.

Supervisory Responsibilities


This job has no supervisory responsibilities.


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/Experience/Technical Requirements/Certification


Equivalent combination accepted.


Experience / Technical Requirements

• 1-3 years' experience in a related area.

• Proficient use of all Microsoft Office applications.

Certifications

• None

Other Skills and Abilities

• Detail oriented, self-starter with excellent organizational, administrative and interpersonal skills.

• Ability to complete all assigned tasks and projects with minimal supervision.

• Ability to multi-task and work in fast-paced environment.

• Exceptional communication skills - verbal and written.

• Ability to successfully work as a team environment and independently/remotely.

Physical Demands


The physical demands described here are representative of those that should 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.

While performing the duties of this Job, the employee is required to either be sitting, standing, or in a similar posture as well as talk, see, hear, and use hands and arms. The employee may occasionally be required to move about, climb steps or balance and stoop, kneel, crouch, or crawl. The employee may also occasionally lift and/or move up to 10 pounds.

The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.

Logicalis is an Equal Opportunity Employer. It is our policy to employ people who are qualified by reason of education, training, experience, and demonstrated performance. We value diversity and inclusion at our company. We do not discriminate on the basis of race, color, religion, national origin, sexual orientation, gender identity and gender expression, marital status, age, height, weight, disability, veteran status, or any other reason prohibited by applicable federal or state laws.


Salary Compensation Range: $50,500 to $63,100 Apply Now