Credit Specialist

Holt of California is proud to be part of the elite group of Caterpillar dealers worldwide. We sell and service a wide-variety of equipment Including Large and Small Construction Tractors, Forklifts, and Prime/Stand-by-Power Generation.

THIS POSITION IS LOCATED IN PLEASANT GROVE CA.

Maximize collection of accounts receivable while maintaining customer goodwill by performing the following duties.

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.

• Reviews aging reports on accounts receivable to determine appropriate collection efforts.
• Receives detailed information regarding outstanding invoices and credits.
• Reconciles customer accounts. Investigates and resolves short payments and other disputed charges.
• Creates extended payment contracts as approved by Credit Manager.
• Handles small claims proceedings including filing and follow up.
• Seeks input from other departments when necessary.
• Discusses initial customers contact strategy with supervisor based on retrieved facts.
• Initiates written and phone communication with internal and external parties.
• Explains terms and provisions on both open accounts and contracts.
• Advises supervisor of additional action required (i.e., legal small claims) on a case specific basis.
• Collects delinquent accounts.
• Evaluates customer records and makes recommendations on customer accounts by viewing for extending credit limit, pursuing other collection actions based on payment history and purchase activity of customer or confers with representatives of credit associations and other businesses to exchange information concerning credit ratings and forwarding addresses.
• Interviews customers in person or by telephone to investigate complaints, or to correct errors in accounts.
• Other duties as assigned.

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:

While performing the duties of this job, the employee is regularly required to use hands and fingers to reach with hands and arms. The employee is also regularly required to talk and hear. The employee is occasionally required to stand, walk, and sit.

The employee must regularly lift and/or move up to 10 pounds.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

The noise level in the work environment is usually moderate.

Pay Range: $22.

- $36 Hourly

Pay Range Dependent On Knowledge, Skills, And Ability.

Competitive hourly rate of pay with excellent company paid benefits including medical, dental, vision, life insurance, long-term disability, 401(k), profit sharing, nine paid holidays, paid vacation, and paid sick time. Career advancement opportunities and ongoing professional development.

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Holt is an Equal Opportunity Employer M/F/V/DV. Holt provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, age, national origin, physical or mental disability, all applicable veteran status or disabled veteran status.

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