Credit/Accounts Receivable Specialist

Summary Of Primary Functions

Dobbs Equipment is seeking an experienced Credit Specialist – Accounts Receivable (AR). This position will support the credit managers on a vast majority of in-house (IH) and PowerPlan (PP) account collection activity, including credit overrides, and customer portal interactions.

Essential Functions and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. (Other duties may be assigned)

• Accesses customer portal database to retrieve invoice and payment summaries.
• Prints and uploads open invoices to the customer portal for payment approval.
• Utilizes Collection Management System (CMS) consistently to assure appropriate notes are made on account activity.
• Performs complex account reconciliations for both IH and PP accounts.
• Assists branch personnel with IH/PP issues
• Reviews account status; Recommends and provides credit overrides for additional product support and rental sales.
• Engages with the branch personnel and Credit Administrators when invoices reject or are disputed.
• Makes recommendations to credit managers to start credit review, when anticipating PP credit submission may not meet the needs of customer/branch.
• Provides copies of invoices and support material to customers, enters and uploads invoices online via customer websites.
• Reviews, determines, and prepares refund checks to customers as well as write-off requests.
• Provides back up for credit managers, corporate PP administrator, and credit admin, as well as customer maintenance.
  
  

Qualifications: The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Valid Drivers License
• Credit/Collections experience
• Excel experience is preferred
  
  

Education, Skill, And/or Experience Requirements

• Minimum 1 to 3 years related experience (credit/collections) and/or training; or equivalent combination of education and experience.
• Ability to communicate effectively (verbal and written) with teammates and customers.
• Strong problem-solving skills.
• Must be able to self-manage/self-motivate.
• PC literate, proficient with MS Office, with an emphasis in Excel and Outlook required.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Quick learner with the ability to think out of the box.
• Positive attitude, good organizations skills.
• Understanding of credit and collections.
• Ability to multi-task in a fast-paced environment.
• Ability to manage relationships, both internally and externally, and holding teammates and customers accountable.
  
  

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee is occasionally exposed to wet and/or humid conditions, moving mechanical parts, and outside weather conditions. The noise level in the work environment is usually quiet.

Physical Demands

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. While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee is occasionally required to sit. The employee must regularly lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, and color vision.

We’re an Equal Employment Opportunity and Affirmative Action Employer:

Dobbs Equipment is an Equal Employment Opportunity (EEO) and Affirmative Action employer. We are committed to providing an environment free of discrimination, harassment, and retaliation both for our employees and applicants. We make all employment related decisions on the basis of an individual’s qualifications and job performance. We recruit, hire, promote, train, transfer, and make compensation decisions without regard to race, religion, color, creed, national origin, ancestry or citizenship status, sex, sexual orientation, gender, genetic information, marital status, pregnancy status, age, disability, protected veteran status, or any other characteristic protected by federal, state or local law.

Notice to Applicants: We participate in E-Verify in the United States.

Drug Free and Alcohol-Free Workplace Notice.

Dobbs Equipment is an Equal Opportunity and At-Will Employer.

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