AR, Credit, and Collections Representative bei Travers Tool Co., Inc.

• Growth Opportunities: Many team members have advanced from entry-level roles to leadership positions through mentorship and training.
• Collaborative Culture: Teamwork and camaraderie are at the core of our operations.
• Supportive Environment: Employees consistently describe Travers as family-oriented, with approachable and understanding management.

Aging & Collections

• Contact customers via phone/email regarding past due invoices
• Follow up to obtain full payment information and ensure payment matches total due
• Provide copies of missing invoices as needed
• Escalate unresolved issues to appropriate departments
• Locate alternative contacts if primary contact is unresponsive
• Review and manage orders on hold due to payment or verification issues
  • Contact customers for payment details and release orders upon approval
  • Verify new customer orders for fraud prevention and release as appropriate

Tax Certificate Management

• Review and validate tax-exempt certificates
• Communicate with customers regarding any required corrections
• Upload valid certificates to tax software system and create new accounts if necessary
• Remove tax from qualifying transactions

Phone & Email Support

• Answer incoming calls from the credit queue and assist customers
• Process credit card payments over the phone
• Manage shared credit/AR inbox, responding to or escalating inquiries as needed

Accounting Support (Backup for Jamie)

• Post lockbox, ACH, and check payments for USD and CAD accounts

General Administrative Duties

• Mail invoices daily
• Manage the front counter daily
• Reconcile counter cash box
• File packing slips
• Mail monthly statements

• 2+ years of experience in Accounts Receivable, Credit, or Collections preferred
• Strong communication and customer service skills
• Proficient in Microsoft Office Suite (Excel, Outlook)
• Familiarity with Avalara or similar tax software is a plus
• High attention to detail and organizational skills
• Ability to prioritize and manage multiple tasks in a fast-paced environment

BENEFITS:

• Generous Paid Time Off (PTO) Program: Up to 17 PTO days per year are provided for scheduled (vacation, personal, routine medical appointments) and unscheduled (sick, emergency) absences. PTO accrual increases with increasing tenure at Travers.
• Paid Holidays: 7 Paid national holidays annually.
•  Health Insurance: Comprehensive private health insurance is available, including medical, dental, and vision. You are eligible to participate on the first of the month after your hire date.
• Company-Paid Life Insurance, Company-Paid Disability Insurance, Optional Supplemental Life Insurance. 
• Flexible Spending Account: Pre-tax funds can be set aside from your paycheck to use to pay for qualified healthcare costs. 
• Health Emergency Bank: After 7 years of tenure with Travers, employees can bank excess PTO hours to cover serious health issues or time out for disability.
• Retirement Plan: Contribute pre-tax (401K) and/or post-tax (Roth IRA) dollars to fund your retirement. You are eligible to participate in the retirement plan six months after your start date. Travers matches 50% of employee deferrals, up to 4% of employee compensation. 
• Tuition Reimbursement Program: Educational assistance to help our employees develop professionally.
• LifeCare/ LifeMart for employees and their household members: Access to resources, referrals and discounts for all aspects of life, and access to an Employee Assistance Program for counseling.