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Job Title
Credit Collector Assistant
Contact Phone #
954-985-6650
Date Posted
07/28/2010
Number Of Positions Available
1
Location
San Diego, CA
Length
Job Description
Description:
• Conduct or supervise credit investigations on existing and potential customers to extend or raise credit limit
• For job accounts, perform credit checks on customer’s general contractor and/or surety
• Enter customer profile information into computer system
• Monitor monthly balances of customers
• Maintain customer files and ensure information is correct
• Follow closely the course of aging accounts and determine action to be taken
• Plan and maintain a program for the systematic follow-up and collection of receivables
• Review and manage credit limits daily
• Review regularly the status of collections to assure that A/R is in sound condition
• Process cash receipts for customer payments that are collected at the branch
• Send payments to lock box or deposit locally, depending on the timing in the month
• Review open order report daily to ensure job accounts are being used
• Review lien filing report daily to protect and enforce bond and lien rights
• Per your state’s requirements, send out preliminary notices and perform lien releases
• Follow up on disputes in a timely manner and work with salespeople and customers to resolve
• Reserve for disputes not resolved
• Communicate A/R problems to Credit Manager Customer Relations
• Maintain relationships with salespeople, Sales Manager, and President and General Manager as it relates to the status of customers accounts
• Work with customers in the branch and visit them onsite regularly, either with salespeople or alone
• Extend credit to customers in accordance with established company policies and terms in a timely manner
• Establish and communicate account parameters
• Evaluate the need for joint check agreements for job accounts
• Evaluate the need for a personal guarantee when credit is being extended
• Obtain and provide reference requests on customers

Comments:
• Experience in construction credit and lien law HUGE PLUS!

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