Customer Portfolio Credit Specialist

General Summary: The Customer Portfolio Credit Specialist will perform various responsibilities with unique accounts requiring special handling including but not limited to invoice entry into customer portal websites, customer payment research, data requests, special reporting, and routine customer communications via emails and/or phone calls.
Primary Responsibilities and Duties: Portfolio monitoring to reduce and eliminate delinquent accounts receivable.
Monitoring customer portals for invoice entry, payment detail, etc.
Generating weekly, monthly, or ad-hoc reporting defined by customer need.
Maintain the logging and tracking of credit accounts.
Communicate with sales and other departments regarding credit accounts.
Assist customers with questions, problems, and escalate disputes appropriately.
Reconcile credit and collection accounts.
Perform collection calls.
Complete special projects or other duties as requested.
Position Requirements: High school graduate required.
College courses preferred.
Minimum of three years of credit and collections experience.
Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction while ensuring quality standards are met.
Must be team-oriented with ability to work with multiple departments, highly organized, detailed oriented and have successfully demonstrated the ability to manage multiple priorities.
Ability to prioritize, troubleshoot and coordinate multiple tasks while meeting deadlines in a fast-paced, changing environment.
Commitment to meeting the expectations and requirements of internal and external customers with a good sense of urgency.
Excellent verbal and written communication skills and good telephone techniques.
Demonstrated ability to look for ways to improve and promote quality.
Proven data entry skills, attention to detail, and accuracy.
Ability to think critically and bring fresh perspective and ideas to the team.
Advanced computer skills and proficiency in Microsoft Excel software.
Previous sophisticated ERP system and customer portals experience a plus.
Position Competencies: Ability to work in a fast-paced environment, performing multiple duties/tasks within defined, sometimes tight deadlines.
Ability to work independently as well as with a team.
Ability to communicate with business leaders to summarize status and activities regarding accounts requiring special handling.
Demonstrate a professional and positive attitude during all internal and external customer interactions.
Effectively represents the company and responsive to the needs of internal and external customers.
Proven ability to prioritize and complete position responsibilities within the timeframe allotted.
Self-driven and motivated individual with excellent planning, organizational, and problem-solving skills.
Proven precision and attention to detail with a high level of accuracy.
Excellent interpersonal, written and verbal communication, and listening skills.
Proven experience identifying problems of varying complexities and finding effective solutions with few guidelines.
Sense of urgency and commitment with strong follow-up skills.
Working Conditions: The work of this position is performed in a controlled office environment.
This position requires the ability to work under pressure and communicate with a diverse population including other employees, customers, vendors, etc.
This position also requires prolonged periods of sitting in a regular seated position as well as the use of general office equipment including phones, printers, computers, (mouse, keyboard, etc.
) The above-noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the associate a general sense of the responsibilities and expectations of his/her position.
As the nature of business demands change so, too, may the essential functions of this position.
The McPherson Companies, Inc.
is an Equal Opportunity Employer – M/F/Vets/Disabled.