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Credit Representative I
Pilot Company · Knoxville, TN, United States
About The Role
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
- High school diploma or equivalent certificate required
- Bachelor’s degree in business or related field preferred
- Minimum one year work experience required
- Excellent analytical, critical thinking, and organizational skills
- Strong attention to detail
- Excellent written and oral communication skills
- Ability to make decisions and work with minimal supervision
- Ability to set priorities, multitask, meet deadlines, and resolve problems with a high sense of urgency
- This position requires candidates to be legally authorized to work in the United States without employer sponsorship.
- Travel required less than 5%
- General office work requiring sitting or standing for long periods of time
- Nation-wide Medical Plan/Dental/Vision
- 401(k) and Flexible Spending Accounts
- Employee Fuel Discount
- Adoption Assistance
- Tuition Reimbursement
- Weekly Pay
- All your information will be kept confidential according to EEO guidelines
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