POSITION OVERVIEW

Works directly with and reports to the AR & Credit Manager, assisting in the day-to-day management of customer accounts. The position involves evaluating credit risk, reviewing and managing customer sales terms, posting payments, and processing credit memos. Strong communication skills are essential, as the role involves interaction with both internal departments and external customers.

DUTIES & RESPONSIBILITIES

• Assist the AR & Credit Manager in daily credit and collection operations.
• Evaluate and make business decisions regarding credit extension to customers based on company guidelines and customer financial data.
• Review, update, and manage specific customer sales terms.
• Ensure proper set-up of new customers and sales terms in the ERP system to support accurate order processing and billing.
• Post incoming payments accurately and in a timely manner to customer accounts.
• Process and issue credit memos for product returns and pricing adjustments.
• Communicate effectively with customers regarding account status, payments, and credit terms.
• Work collaboratively with Sales, Customer Service, and other departments to resolve account discrepancies and support customer needs.
• Monitor aging reports and follow up on past-due accounts.
• Maintain organized and accurate records of credit and AR activities.

EDUCATION & TRAINING

Associate’s degree in Business, Accounting, Finance, or related field.

KNOWLEDGE & EXPERIENCE

Previous experience in accounts receivable, credit analysis or a similar business-related role.

SKILLS & ABILITIES

• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Proficient in Microsoft Office (especially Excel and Outlook).