Collections Representative

Job Summary:

The BEL Promo Collections Representative will be directly responsible for maintaining a clean A/R for Bel Promo Accounts which will include contacting clients with past due invoices. The Representative will be in constant communication with the Sales department. They will also assist with clerical tasks and prepare credit applications. 

Essential Functions:  

• Ensures customer payments are made in accordance with established credit terms.
• Monitors accounts receivable aging reports to identify and address collection issues.
• Contacts customers regarding overdue balances and determines reasons for non-payment.
• Takes appropriate actions to collect overdue amounts in a timely and professional manner.
• Communicates collection activities and updates to the Department Head and Bel Promo.
• Prepares and processes credit applications.
• Sets up and maintains customer accounts, ensuring accurate data entry and compliance with credit policies.
• Manages cases in Microsoft Dynamics, tracking customer issues and resolutions.
• Responds to cross-functional inquiries from internal teams (sales, customer service, accounting, etc.).
• Participates in special projects and process improvement initiatives.
• Maintains accurate documentation of all collection efforts and customer communications.
• Proficient in Microsoft Office products; experience with Great Plains is a plus.
• Demonstrates strong attention to detail, high accuracy, and excellent telephone communication skills.
• Performs other duties and projects as assigned by a supervisor or manager.

Essential Qualifications:  

Education/Certification: High School Diploma, required 

Experience Required: 

• 2+ years of Collections or A/R experience (Plus)
• Great Plains experience (Plus)
• Ability to perform in a fast pace environment
• Ability to multi-task, be accurate and detail oriented
• Possesses a sense of urgency and meets deadlines
• Proficient with Microsoft Office products
• Time Management: the ability to organize and manage multiple priorities
• Strong customer service skills
• Excellent interpersonal and communication skills
• Commitment to company values
• Computer proficiency

Skills: Being able to comprehend and follow cGMP and understanding of SOPs. Attention to detail and multitasking skills. Able to apply regular math operations.  Ability to work well both independently and in a team atmosphere. Demonstrated ability to closely adhere to all instructions, cGMP's, SOP's, policies and procedures required.

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