SUMMARY:
A Credit Management Trainee assists in protecting the financial assets of the company within CED/Greentech Renewables Credit Offices. The desired candidate will use discretion and independent judgment to investigate credit granting, manage a portfolio of receivable accounts, and review and execute legal documents on behalf of CED. Relocation will be required for this position. The ideal candidate requires self-motivation, must prioritize effectively, and work successfully with minimal supervision. This role is a customer-serving role, and while it does not solely focus on collections, does include collections responsibilities. This role will begin as a Credit Management Trainee with the intent that in 24-36 months, the candidate will be prepared and ready to run and operate their own credit office. The pay range for this role is $55,000-65,000 for the first year.
REPORTS TO: Division Credit Manager
ESSENTIAL SKILLS AND COMPETENCIES:
· Excellent verbal and written communication skills
· College degree preferred, will consider related experience in lieu of degree
· Experience in credit and collections
· Negotiation skills
· Microsoft Office Suite software (proficiency with Excel a must)
· Excellent verbal and written communication skills
· Detail oriented
· Excellent math skills
· Must be a self-starter who can handle a heavy volume of work and be able to handle multiple tasks at the same time
· Able to solve problems
· Maintaining a pleasant personality under stress
ESSENTIAL JOB FUNCTIONS:
· Be able to manage a large accounts receivable portfolio which includes negotiating, financial review, and creating plans of action with customers and the Division Credit Manager.
· Operation and maintenance of the daily, monthly, and quarterly functions of CED's 9ci computer system.
· Recommend best method of collection on delinquent accounts in collaboration with the Division Credit Manager and Profit Center Manager, and escalating collection activities as required by business circumstances.
· Ability to review credit applications and complete credit investigation to grant credit and establish up to six figure credit limits.
· Assisting the Division Credit Manager to maintain and enforce CED’s lien and bond rights for secured projects.
· Drafting and completing lien waivers per customers’ requests.
· Using experience and customer knowledge to determine the proper time to place accounts on credit hold in collaboration with the Division Credit Manager and Profit Center Manager.
· Face-to-face customer meetings to establish and maintain strong relationships with customers and Profit Center Managers.
· Negotiating differences with customers and developing plans for payment and dispute resolution.
· Presenting payment, status, plan, reports, and information to management for quarterly credit meetings.
· Maintaining professional relationships with Credit and Profit Center managers and external customers.
· Routinely working with customers to collect open accounts receivable.
· Facilitate in-bounding customer calls, mail, and faxes, answering customer questions and directing to the right personnel.
· Various clerical duties.
Base salary does not include total compensation. CED/Greentech Renewables is a Profit Share company, and provides additional compensation on top of base salary.
NOTE: Because positions may evolve due to the needs of the business, this job description may not list all essential functions and is not designed to contain a comprehensive listing of all required activities, duties, or responsibilities. Other essential functions, duties, responsibilities, and activities may be assigned at any time; with or without notice.
CED is an Equal Opportunity Employer - Disability | Veteran