Credit/Reconciliation Analyst

PRIMARY FUNCTION:

Manage all aspects of customer onboarding, account maintenance, and credit extension in accordance with GPEC's Credit Policies and Procedures and manage assigned third-party billing portal set up and registration of accounts, assist sales in the collection of payment on equipment sale invoices in accordance with established procedures.

Track discrepancies and make sure all payments are entered, matched, and allocated properly on a timely basis.

The overall goal is to increase customer satisfaction, in addition to adhering to established policies and procedures to increase efficiencies in billing and collections of these accounts.

Work closely with service, parts, rental, collections, and accounts receivable departments to ensure timely payment on all accounts.

This role will work with operations on in-process work orders to ensure we are meeting customer requirements in a timely manner for invoicing.

ESSENTIAL DUTIES:

Credit


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+ Ensures customer credit limits are within established credit policy by reviewing credit applications, analyzing credit histories and financial statements, and establishing customer credit limits.
+ Ensures that proper customer credit documentation is obtained and maintained for potential future credit or legal actions.
+ Works directly with Assistant Credit Management on exceptions.

Customer Setup


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+ Responsible for creating and maintaining customer credit accounts within required systems including GPAX and BillTrust and ensuring all customer account maintenance is accurate and completed in a timely manner.
+ Responsible for obtaining tax certificates and other relevant information, documenting, and maintaining in our systems for future reference and support in the event of audit or legal actions arise.

Equipment Sale Collections


* Assist sales department in the collection of payment on Equipment sale invoices in accordance with established procedures to ensure timely payment and reducing debt loss for the company.

Registration of All Third-Party Billing Systems:


* Review documentation for set up and attend training.


* Document, maintain, update all requirements for each system.


* Review of Terms and Conditions with Supervisor.


* Process fees for approval related to these systems and determine allocation by predetermined guidelines.


* Review need for all departments interaction and discuss with all departments to ensure the requirements can be met at the time of registration.

3rd Party Customer Account Set Up Requesting and Verification:


* Review Customer account requirements.


* Provide back up to main account set up role (for credit) mainly for 3rd party/portal accounts.


* Verify that customer's accounts are set up properly in AX to meet needs for all departments interfacing with the customers.

This includes but not limited to terms and conditions, credit limits, proper ship to addresses a...