• Credit Specialist

    Job Locations US-WI-MIDDLETON
    Requisition ID
    # of Positions
  • Description

    Job Purpose

    This role is responsible for analyzing the paying habits of customers who are delinquent in payment of invoices and collect charge-backs.


    Job Duties

    • Review files to select delinquent accounts for collection efforts. Conduct follow up calls as necessary to collect past due outstanding invoices.
    • Collect chargebacks.
    • Conduct financial risk analysis to determine and monitor account credit risk within assigned portfolio.
    • Work closely with customers, sales, finance, and customer service to keep team updated on status of respective customer portfolio.
    • Evaluate customer records and recommend action to be taken for credit risk accounts.
    • Confer with representatives of credit associations and other businesses to exchange information concerning credit ratings.
    • Assist manager in developing credit ratings and credit lines for customer base assigned
    • Create and maintain credit databases on activity in customer account base assigned. Includes updated information in system every time contact is made with the customer.
    • Review and resolve credit held orders daily.
    • Provide backup coverage for other collection analysts. Integrates quality at the source thinking and activities in daily, individual, team and project work. (Applies to all job duties 100%)
    • Utilizes quality/process tools and methodology in daily individual work
    • Utilizes quality/process tools and methodology on teams
    • Defines and documents individual processes within sphere of control
    • Ensures that others are trained as back-ups on (processes) within the area/department
    • Improves processes within sphere of control
    • Identifies waste and rework and enacts plan to improve/solve
    • Checks satisfaction of internal customers through use of quality tools and Customer/Supplier metrics


    Minimum Education Required: Associates degree

    Minimum Job-Related Experience Required: 5 years of relevant/related work experience



    • Four year degree with analytical skills
    • Accomplished user Microsoft Office (Excel and Word)



    • Strong written and verbal communication skills
    • Excellent organizational skills
    • Very detail-oriented
    • Strong analytical skills required
    • Experience with SAP a plus


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