As a Credit Representative, you will manage customer accounts and payments to ensure collection of outstanding accounts receivable and minimize company credit exposure along with providing customer support as needed.
- Perform collection of past-due invoices for over-the-road fuel accounts; document customer activity and issues in collections software and Salesforce.
- Monitor and review daily receipts (multiple forms of payment) as well as draft returns, collect payments accordingly and timely activate/deactivate accounts to control credit exposure.
- Develop and maintain customer relationships ensuring timely response to customer needs including invoices, transaction details, troubleshooting declined transactions and other account specifics
- Develop and maintain relationship with assigned sales representatives in order to take a partnership approach to collect balances and preserve/grow customer relationships through credit offerings (including, but not limited to, payment extensions as needed and credit limit increases within approved thresholds)
- Analyze customer trends and proactively take action to limit exposure by reducing credit terms and limits as needed, requiring security in the form of deposits and/or legal guarantees, and identifying related entities with multiple accounts
- Work with store reconcilers and third-party billing cards to help research manual re-bills and effectively communicate to sales/customer
- Assist cash applications team with applying customer payments and reconciliation efforts as needed
- Identify inefficiencies and suggest automation to eliminate inefficiencies
- Model behaviors that support the company’s common purpose; ensure guests and team members are supported at the highest level
- Ensure all activities are in compliance with rules, regulations, policies, and procedures
- Complete other duties as assigned