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Lohmiller & Company / Carrier West · 1 week ago

Credit Representative

Denver Metropolitan Area

Full-time

Onsite

Entry, Mid Level

2+ years exp

Lohmiller & Company dba Carrier West is a leading HVAC distributor in the Rocky Mountain region. They are seeking a Credit Representative to support the Credit Department's mission by enabling sustainable growth and developing strong customer relationships while managing accounts receivable effectively.

Heating Ventilation and Air Conditioning (HVAC)Home ServicesTraining

Responsibilities

Collections & Account Management

Promptly address overdue accounts based on terms of sale, following up consistently to secure payment commitments and updating credit notes with detailed information

Conduct daily collection calls and/or correspondence in a high-volume, target-driven Accounts Receivable (A/R) department

Take ownership of reducing delinquency by establishing payment timetables with past-due customers

Safeguard lien rights notifying Credit Manager when lien deadlines are approaching

Collaborating with third parties such as general contractors (GCs) to monitor draw payment statuses

Partner with sales and management teams when necessary to expedite the collection process

Credit Risk Assessment & Management

Assess credit risk for both new and existing customers, providing recommendations for credit terms and limits to direct supervisor

Request, evaluate, and analyze credit reports from multiple sources to inform decision-making

Set up approved customer accounts within the company’s software system, adhering to established guidelines

Identify accounts that require credit hold restrictions and manage accordingly

Review accounts placed on credit hold and decide whether to approve or deny orders within established guidelines

Customer Account Support

In collaboration with the team, assist in overseeing the credit department’s email inbox, ensuring efficient handling of inquiries

Set up job accounts in the company’s software system per guidelines

Respond promptly to general internal and external inquiries, ensuring clear communication

Accurately process general contractor (GC) or customer requests for conditional and unconditional lien releases

Apply daily cash receipts to outstanding customer accounts receivable or General Ledger accounts

In coordination with the team, contribute to the resolution of discrepancies, providing customer service to address issues arising during the cash receipts process

Work with internal and external customers to identify and resolve the causes of overpayments or deductions

Customer Service & Dispute Resolution

Provide exceptional customer service regarding account balances and collection-related issues

Reconcile customer disputes related to outstanding balances and provide necessary follow-up

Process customer refunds, account adjustments, and address requests for documentation while conducting thorough research when needed

Taxability & Exemption Management

Review customer taxability, ensuring accurate processing of tax exemptions and credits

Request, review, and maintain tax exemption documents, confirming full compliance with tax regulations and ensuring thorough understanding of their applicability

Cross-Department Collaboration & Communication

Maintain clear and effective communication with sales and other departments regarding customer accounts

Foster positive working relationships with internal and external stakeholders

Regularly report on account status, escalated issues, and updates to direct supervisor

Administrative Duties & Reporting

Maintain accurate files, records, and reports to ensure streamlined operations

Participate in team meetings and planning sessions to contribute to department objectives

Perform other duties as assigned to support the A/R department

Qualification

B2B collections experienceConstruction industry knowledgeCredit analysis skillsEpicor Prophet 21 experienceCash application experienceService OrientationNegotiationCritical ThinkingTime ManagementActive Listening

Required

High School Diploma (or GED or High School Equivalence Certificate)

A minimum of two years of experience in a credit-related position, with a focus on B2B collections

General billing, taxing, accounts receivable and collections procedures, along with basic credit analysis skills

Strong attention to detail, goal oriented, problem solving and negotiation skills

Commitment to excellent customer service, with above average written and verbal communication abilities

Ability to prioritize and manage multiple responsibilities in a fact paced environment, able to maintain composure in high pressure situations

Cash application and cash handling experience, recording money received, reconciliation competencies

Ability to present numerical data effectively

Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making

Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times

Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems

Learning & Instructing Strategies - Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things

Negotiation - Bringing others together and trying to reconcile differences

Persuasion - Persuading others to change their minds or behavior

Service Orientation - Actively looking for ways to help people

Social Perceptiveness - Being aware of others' reactions and understanding the cause then adjusting behavior appropriately

Judgment and Decision Making - Considering the relative costs and benefits of potential actions, choosing the most appropriate resolution while understanding how the decisions impact the company, co-workers and customers

Time Management - Managing one's own time and the time of others

Preferred

Construction industry experience is highly preferred, including knowledge of construction cash flow cycles and conditional and unconditional lien releases

Epicor Prophet 21 (P21) experience a plus