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Credit Extension Assistant in Winston-Salem, North Carolina For Sale

Type: Misc, For Sale - Private.

We are currently recruiting for a Credit Extension Assistant who will work in our Corporate Cook & Boardman location in Winston-Salem, NC.
Established in xxxx The Cook & Boardman Group, LLC is a privately owned engineering services and specialty distributor-subcontractor. C&B is the premier provider of architectural hardware, doors, doorframes, and related building specialties for non-residential building applications throughout the US. C&B's operating units include Cook & Boardman, LLC; Precision Doors & Hardware, LLC; Architectural Building Supplies, LLC; Martin Architectural Products; Hollow Metal Specialists; Hardware Consultants; Precision Millwork; and RDL Supply. Today, we operated from 22 locations and serve customers across the United States.
Summary
The Credit Extension Assistant duties will center around the prompt and efficient processing of all credit applications for approval by the Corporate Credit Manager. The Credit Application Process screens potential customers to protect company assets by extending credit only to worthy applicants and to establish Terms and Conditions under which a sale is governed.
Job Duties
Review all new Credit Applications upon receipt for completeness and proper signatures. Contact references by telephone and/or facsimile request to secure completed Credit Reference Forms for all references listed (minimum of 3). Determine initial order amounts and project names prior to processing.
Complete and forward a packet to the Corporate Credit Manager for each Credit Application within 72 hours to include, in order:
Set up approved customers in Enterprise data base. Contact branch personnel with account information when completed.
Update to accounts to include address / billing changes.
Contact customers with balances over 45 days to secure payment or ascertain reason for non-payment as requested by Credit Department personnel.
Assist in and provide backup for cash application process, assuring that payments are posted accurately and retainage is properly identified. Assist in determining application instructions for daily receipts.
Track and maintain deposit exceptions report for month end journal entries.
Create sales order / invoice for open payments.
Prepare lien waivers and other documents for signature by Corporate Credit Manager.
Prepares and transports bank deposit a minimum of twice weekly.
Complete credit inquiries and references on Cook & Boardman customers.
Complete new vendor forms for new customers.
Complete ACH forms for new customers.
Distributes W-9 on request.
On-line invoice submittals as needed.
Review Booking Listing for new projects sold in Preliminary Notice states.
Track Preliminary Notice projects and send appropriate notice upon initial shipment.
Complete Sales Credit Analysis report monthly for Southeast Region locations.
Periodically review accounts for recent activity, deactivate as necessary and mark for updates.
Respond to customer requests to include faxing of invoices, account balance inquiries, credit requests and other miscellaneous customer service requests.
Process and mail customer statements on a monthly basis.
Assist with audit requests and follow-up verification process.
Complete projects as assigned by Corporate Credit Manager.
Miscellaneous filing and administrative duties.
Perform other duties as assigned.
Minimum Qualifications
2 or 4 years degree in Business or other related field or equivalent years of experience
Related experience should be in accounting, bookkeeping or credit
General understanding of basic accounting functions and collections processe
Proficient in Microsoft Office, especially Excel Required
Credit / Accounts Receivable experience preferred
Knowledge, Skills & Abilities
Organized and very detail oriented required
Good Customer Service skills
Good at multitasking
Excellent verbal and written communication skills required
Physical Demands
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hand to finger, handle or feel; and reach with hands and arms. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Work Environment
This job primarily operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. May occasionally require travel to project sites. Other conditions may include proximity to forklifts or other heavy machinery and using various tools and hardware.
Please apply by submitting your resume via this job posting.
EOE Minorities/Females/Disability/Veterans; VEVRAA Federal Contractor
credit, accounts receivable, accounting, bookeeping
https://www.applicantpro.com/j/xxxx12

State: North Carolina  City: Winston-Salem  Category: Misc
Misc in North Carolina for sale

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