Puffer-Sweiven · 2 days ago
Credit Specialist
Houston, TX
Full-time
Onsite
Entry Level
1+ years expPuffer-Sweiven is a leading provider of process control and automation solutions, serving the Central and Gulf Coast regions of Texas for over 75 years. The Credit Specialist role focuses on maintaining customer relationships, managing collections, and ensuring accurate records of customer accounts.
ElectronicsManufacturing
Responsibilities
Perform collection calls to customers along with follow up emails for past due balances in a professional manner
Continuously build and maintain positive relationships with assigned customers
Build relationships with sales through hosting monthly meetings with assigned sales teams to discuss collections efforts and accounts of concern
Research and identify issues attributing to account delinquency and resolve them by working with the Customer
Enlist the efforts of Sales Team and Credit Manager, when necessary to accelerate the collection process
Maintain and update customer information, including contact names, emails, and phone numbers in an organized manner
Monitor and lead efforts to resolve and reduce customer disputes
Responsible for maintaining detailed records in the tracking system of any problems, solutions and/or explanations for any delinquent payments
Responds to Customer requests for copies of credit memos, vouchers, invoices, and statements
Cross trains on other functions within the Department to act as backup as needed
Performs related duties as required
Qualification
Required
High school diploma required
A minimum of 1-2 years prior experience with credit & collections or in a related area
Must have a good working knowledge of MS Word and MS Excel
Experience with pivot tables, in Excel are required
Ability to write correspondence
Effectively communicate with internal and external customers
Able to interact within a team environment, and towards external customers
Maintain a positive and professional image
Must be self-motivated and be able to work independently
Preferred
Associate or bachelor's degree preferred
Experience with collection software ( i.e. Getpaid , High Radius )
Knowledge of ERP systems ( i.e Oracle ) and Portal Platforms (Smart, Ariba etc )
Company
Puffer-Sweiven
For over 70 years, Puffer-Sweiven has set the standard in equipment and services for process control, automation, safety, and reliability.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Daniel Storey, CPA
Chief Financial Officer
Douglas Sellers
Vice President, Chief Information Officer, and Reliability Solutions Business Unit Leader
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