AR Specialist I bei Hardy Diagnostics
Hardy Diagnostics · Springboro, Vereinigte Staaten Von Amerika · Onsite
- Junior
- Optionales Büro in Springboro
ESSENTIAL DUTIES AND RESPONSIBILITIES
include the following:
Supports the Company's vision and mission statement as indicated in the employee manual and participates in the company's continuous improvement program (LEAN).
Support the department's mission.
Other duties may be assigned.
Credit and Collections Duties:
Maintains an acceptable Days Sales Outstanding ratio (DSO) for assigned customers in accordance with departmental goals.
Runs and monitors Accounts Receivable (AR) Aging Report on a regular basis.
Collects past due invoices in a professional manner while maintaining customer goodwill when at all possible through emails, calls or letters.
Processes credit card payments verifying accuracy of payment.
Determines when additional resources are deemed necessary to assist in collection processes, such as Sales team support, escalation to Accounting Management or submission to collection agency.
Reviews new customer credit applications and runs Credit Safe reports, sets up new customers with appropriate terms while being careful to check for possible fraud.
Sets up terms for new accounts into Epicor.
Customer Account Management:
Resolves overpayment and short payment issues through effective problem solving skills, research and communication.
Researches Proof of Delivery (POD)’s for shipping confirmations.
Fulfills customer request for invoice copies and statements.
Makes recommendations for terms or credit limit changes in customer accounts as needed.
Recognizes and documents “costly customers” that require more administrative time or have longer net terms.
Maintains a satisfactory level of accuracy and thoroughness.
Demonstrates clear and concise verbal and written communication.
Order Management:
Determines if orders that fall into credit should be released to the Shipping Department.
Communicates with both internal and external customers when orders are being held.
Places accounts on hold within company guidelines in order to minimize company liabilities.