Credit Services Associate II

Posted:
8/29/2024, 2:23:16 AM

Location(s):
Florida, United States ⋅ Texas, United States ⋅ Jacksonville, Florida, United States ⋅ New Braunfels, Texas, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Customer Success & Support

Job Summary

Manage the assigned Order Workflow process, ensuring prompt handling of orders that are under credit review for past due reason.  Communicate with customers to obtain payment needed with the goal of releasing the pending orders.  Gather and translate all necessary customer account information and internal data to develop and release accurate and detailed orders.  Coordinate with credit and collections in the resolution of account and billing disputes that prevent the business from collecting receivables..

Major Tasks, Responsibilities, and Key Accountabilities

  • Performs accurate and timely entry of customer selection(s) into order processing system.  Monitors and tracks customer orders in accordance with credit and collection standards and to ensure on-time delivery.
  • Launches outbound collection calls to customers whose accounts have past due balances in an attempt to collect and allow order(s) to be released.
  • Submits credit limit increase requests to management to secure higher spend capacity and allow order releases for customers.
  • Processes large volumes of pending orders for review / release in the absence of the dedicated credit and collections team members.
  • Monitors orders using system reports and communicates progress to management.  Proactively communicates to resolve discrepancies in data that may prevent accurate or timely order processing. Identifies and escalates gaps in company and customer ordering information.
  • Work in conjunction with the field, customers, and other internal teams to ensure orders are completed in a timely manner.
  • Performs other duties as assigned.

Nature and Scope

  • Refers complex, unusual problems to supervisor.
  • Under general supervision, exercises some judgment in accordance with well-defined policies, procedures, and techniques. Work typically involves regular review of output by a senior coworker or supervisor.
  • None.

Work Environment

  • Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable.
  • Most of the time is spent sitting in a comfortable position and there is frequent opportunity to move about. On rare occasions there may be a need to move or lift light articles.
  • No travel required.

Education and Experience

  • HS Diploma or GED strongly preferred. Specialized skills training/certification may be required. Generally 2-5 years of experience in area of responsibility.

Our Goals for Diversity, Equity, and Inclusion

We are committed to creating a culture that promotes equity, respect, and advocacy for every HD Supply associate. We value the diversity of our people.

Equal Employment Opportunity

HD Supply is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.