Representative, Credit

Pilot Company•Knoxville, TN

About The Position

The purpose of this job is to manage customer accounts and payments to ensure collection of outstanding accounts receivable and minimize company credit exposure along with providing customer support as needed. In this role you would: 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

Requirements

High school diploma or equivalent certificate required
Minimum one year work experience preferred
Intermediate Microsoft Office skills
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

Nice To Haves

Bachelor’s degree in business or related field preferred
Bilingual preferred

Responsibilities

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