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Manage assigned accounts to establish credit metrics.Receive inbound communications from sales branches and customers requesting a variety of customer service-based actions.Order release for custom...[internal_linking.show_more]
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Duties and Responsibilities:
Manage assigned accounts to establish credit metrics.
Receive inbound communications from sales branches and customers requesting a variety of customer service-based actions.
Order release for customer accounts.
Contact customers for payment commitments to satisfy due or delinquent balances.
Negotiate positive resolutions to aging outstandings so as to allow for the continue sale of product to the customer.
Cash goal management, facilitating the collection achievement of 100% of goal for the Account Manager's portfolio.
Job (construction) Account origination.
Open new COD and Terms Accounts as needed.
Prepare documentation for collections submittals and/or litigation.
Procure reports from industry repositories.
Invoice/statement servicing.
Gather and analyze credit and financial information on new and existing customers using credit reports, financial statements, and supplier references.
Analyze requests for credit extension on new and existing accounts.
Release blocked orders within established level of authority and make recommendations to the Credit Manager on larger orders.
Limit losses, control delinquency and secure receivables which pose credit risk and/or receivable exposure.
Other duties as assigned. In addition to the above responsibilities, this individual is held accountable for all other duties as assigned.
Required Qualifications:
2-4 years of related work experience.
Knowledge of credit and collections leading practices.
Ability to interpret account aging reports.
Excellent communication and influencing skills.
Proficient in Microsoft Office.
Ability to analyze data.
Customer service oriented/good attention to detail and ability to meet strict deadlines.
Ability to handle large work volume and multiple priorities.
Must be able to work in a team environment.
Strong communication, interpersonal, and problem solving skills.
Preferred Qualifications
Bachelor's degree preferred.
Work Environment /Work Schedule Details
Office Setting Hybrid Schedule, working 2 days minimum at the office/branch a week.
Physical Demands Demand Frequency
Sedentary Lifting 0-10 pounds Occasional
Light Lifting 10-20 pounds Never
Moderate Lifting 20 to 50 pounds Never
Heavy Lifting 50 to 100 pounds Never
Pulling/Pushing, Carrying Never
Reaching or working above shoulder Never
Walking Occasional
Standing Occasional
Sitting Constant
Stooping Never
Kneeling Never
Repeated Bending Never
Climbing Never
Desk Work/Computer use/Telephone use Constant
Operating a motor vehicle Never
Operating a commercial vehicle Never
Operating warehouse equipment, forklift, baseloid lift etc Never
Other Talk, Drive, visit customers etc. Occasional
EEO Statement:
Watsco and its subsidiaries are an Equal Opportunity Employer and do not discriminate on the basis of age, color, race, religion, disability, sex, or national origin. We support a diverse and inclusive workplace where we employ, retain, terminate, and otherwise treat all employees and job applicants on the basis of merit, qualifications and competence.
