Job Description:
Description
JOB
OVERVIEW:
This position is responsible to maintain daily contact with
customers to collect credit information, maintain accurate records, follow up
on all customer accounts, process payments to resolve open balances, review
credit applications to set extensions of credit based on internal guidelines
and negotiate payment arrangements as needed to minimize outstanding debts. Communicate
with other departments to help resolve outstanding issues and ensure continual
business flow.
KEY
RESPONSIBILITIES:
-
20% - 50% Handle daily inbound and outbound
collection calls to customers, reconciling customer problems, following up
on open issues, documenting customer notes, providing excellent customer
service, handling incoming calls from internal and external customers, processing
orders from a credit perspective and all other assigned daily credit and
collection programs.
-
20%
- 40% Maintain
communication with customers regarding the status of accounts as it relates
to exposure, aging, past due balances and orders pending credit approval.
Interact with Sales regarding customer related issues.
-
10%
- 20% Transfer
calls to appropriate sales personnel indicating the reason the customer is
on hold, to assist in resolving the issue.
-
10% - 20% Communicate onboarding process to customers
and sales. Review new customer
applications and relevant credit history through credit bureau and agency
reporting to determine customer credit limit eligibility based on
guidelines developed by management.
-
10%
- 20% Prepare collection letters for
accounts in poor standing; compile related documents (duplicate copies of
outstanding invoices, proofs of delivery) for accounts placed with
collection agencies.
-
10%
- 30% Negotiate and establish payment
plans, when necessary, for accounts dealing with hardships or experiencing
cash flow issues.
-
5%
- 70% Handle
equipment orders, which may require review of customer credit history,
working with a lending source or leasing company, and partnering with the
Equipment departments. Monitor open
balances and coordinate collection of deposits required before
installation.
-
5%
- 10% Reconcile
customer accounts by resolving any problems preventing timely payments.
Assist customers who have credit/collection reconciliation problems with
their outstanding balance.
-
5%
- 10% Assist
Cash Application team in applying multiple invoice checks and identifying
accounts receivable adjustments.
Research payments/credits that have been misapplied, duplicated or
short paid due to sales tax, freight and other sales related issues.
-
5%
- 10% Assist
with daily credit functions, including account file maintenance,
correspondence, processing of
payments (credit card and ACH) and invoice inquiries. May provide credit references for
customers.
-
Emphasis on day-to-day duties and
responsibilities may vary based on departmental needs and/or at management
direction.
SKILL:
Very good understanding of
the job and apply knowledge and skills to complete a wide range of tasks. Apply
acquired knowledge of procedures and external regulations.
COMPLEXITY:
Work on assignments that
are moderately difficult and may require judgment and initiative. Understand
implications of work and make recommendations for solutions. May be responsible
for making independent procedural decisions.
SUPERVISION:
Work under minimal supervision and
may determine methods and procedures on new assignments.
Henry Schein, Inc. is an Equal Employment Opportunity Employer
and does not discriminate against applicants or employees on the basis of race,
color, religion, creed, national origin, ancestry, disability that can be
reasonably accommodated without undue hardship, sex, sexual orientation, gender
identity, age, citizenship, marital or veteran status, or any other legally
protected status.
Qualifications
PREFERRED EDUCATION:
Typically High School education,
vocational training and/or on-the-job training. Bachelor's degree preferred.
GENERAL SKILLS & COMPETENCIES:
*
Very good time management skills
and the ability to prioritize work and meet deadlines
*
Very good attention to detail and
accuracy
*
Customer service oriented and
ability to work with complex issues
*
Ability to plan and arrange
activities
*
Very good interpersonal
communication skills
*
Very good written and verbal
communication skills
*
Ability to maintain confidential
and highly sensitive information
*
Ability to work in a team
environment
*
Ability to multi-task
*
Establish productive working
relationships at multiple levels within the organization
SPECIFIC KNOWLEDGE & SKILLS:
*
Focus on internal and external customer service
*
Working knowledge of Microsoft Office suite of products
*
Familiarity with credit bureau and agency reporting
*
Telephone etiquette and negotiation
*
Experience with JDE AS400 System format preferred
*
Familiarity with Accounts Receivable Management Solution
products (Cforia/MC2).
PERFORMANCE REQUIREMENTS:
Typically, to advance to a
new job level, TSMs must demonstrate professional behavior and should
consistently be at the high-end of meets expectations or consistently exceed
expectations.
TRAVEL / PHYSICAL DEMANDS:
Travel typically less than
10%. Office environment. No special physical demands required.
Henry Schein, Inc. is an Equal Employment Opportunity Employer
and does not discriminate against applicants or employees on the basis of race,
color, religion, creed, national origin, ancestry, disability that can be
reasonably accommodated without undue hardship, sex, sexual orientation, gender
identity, age, citizenship, marital or veteran status, or any other legally
protected status.