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As a Credit Associate at Crescent Electric, you will assist credit and branch personnel concerning credit, collections, and financial matters. In this role, you will help with opening new/existing accounts, setting credit lines, and releasing tickets.

 

PRIMARY DUTIES:

  • Maintain professional relationships with key customers, manage assigned portfolios, and resolve problems or concerns in a prompt and efficient manner.
  • Assist on a district level with the opening of new and existing accounts, setting credit lines, and releasing tickets.
  • Process new account applications and communicate application status to the branch; including, but not limited to, processing various credit reports such as D&B, Credit Net, personal reports, and other information.
  • Maintain professional working relationships with corporate, district, and branch personnel to help support company and branch goals.
  • Provide excellent customer service and timely responses.
  • Assist leadership with credit goals, legal issues, reporting, analysis, and any special projects.
  • Review accounts receivable aging monthly and coordinate corrective action plans as needed with credit department leadership or any other party.
  • Research and assist with lien waiver requests.
  • Manage Lien & Bond report to ensure mechanic’s lien and bond rights are protected.
  • Prepare and send preliminary notices for jobs as required by state statutes.
  • Generate and forward credit-related reports, as requested.
  • Work with customers to resolve disputed and short paid invoices.
  • Participate in credit association meetings and provide data, as needed.
  • Process credit inquiries from other credit grantors.
  • Coordinate requests to pay Crescent via EFT/ACH with the corporate credit team.
  • Process requests for copies of invoices to be printed from RADAR/Billtrust.
  • Research customer accounts to determine if final demand letters need to be sent and/or customers to be placed on hold. 

 

SKILLS:

  • Proficient in Microsoft Office programs, to include Word, Excel, and Outlook.
  • Ability to work quickly and accurately under time constraints and against deadlines.
  • Excellent interpersonal, organizational, and analytical skills.
  • Ability to be a self-starter, with keen attention to detail.  
  • Excellent communication skills, both verbal and written.
  • Ability to establish and maintain positive relationships with employees and customers.

 

QUALIFICATIONS:

  • Associate Degree in Credit, Finance, Accounting, or related field; or 2 years of experience working in a credit related capacity in lieu of Associate Degree.
  • NACM certification preferred.
  • Valid driver’s license.