Credit Associate I

Weather Shield is seeking a Credit Associate to join our team at the Medford, WI office.  The Credit Associate is responsible for processing credit applications, maintaining customer files/data, daily customer interaction via phone and email for payments and collection.  This position is part of the Weather Shield Finance team supporting dealer accounts.  

 This is a full-time position that works Monday -Friday 8AM - 5PM at the Medford, WI corporate office.

Weather Shield offers the following benefits:

• Competitive hourly pay rate
• Company sponsored benefits that include healthcare, dental, and vision plans
• Company paid life insurance
• Company paid short/long term disability insurance
• Paid holidays
• Paid vacation
• Paid sick days
• 401k with company match
• Employee assistance program

PRINCIPAL DUTIES AND RESPONSIBILITIES: 
•    Receive and process credit applications and prepare folders.
•    Call or email trade and bank references for credit information.
•    Work with Regional and Territory Managers as dealer needs arise.
•    Request financial statements, guarantees and/or other security as needed, run credit checks.
•    Request and file tax exemption certificates.
•    Analyze information and prepare customer summary. 
•    Notify customers/territory reps of account status.
•    Create the customer master file, scan and file paperwork.
•    Do daily account maintenance.
•    Do annual and other account rechecks as needed.
•    Handle collections of assigned accounts
•    Enter credit memos
•    Apply daily cash payments and process credit card payments
•    Respond and assist with questions regarding accounts and set up issues.
•    Review credit holds and release orders to production.

WORK RELATIONSHIPS AND SCOPE:  Works with credit analysts, credit manager, customer relations, territory managers, regional managers, internal sales staff, tax accountants and accounting staff. 

MEASURES OF PERFORMANCE: Applications processed, and decisions communicated to customers and territory managers in a timely manner. Information is entered accurately so orders are not delayed, and customers receive paperwork correctly.   Effective communication skills.  Paperwork is complete and filed correctly.   Professional demeanor required.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Experience and/or post high school education in accounting, banking or credit is preferred.  Must be outgoing with good communication skills and have proficient data entry, mathematical and organizational skills.  Must have ability to work with people in a variety of situations and show good judgment.  Will become familiar with company credit and sales policies and obtain general product knowledge. Must be proficient in Word and Excel.

ESSENTIAL FUNCTIONS:

• Will communicate verbally, in person and on telephone 
• Will analyze, enter and verify data 
• Will write correspondence
• Will set up files and file information
  
   

QUALIFICATIONS 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE 
Associates degree (A.A) or equivalent from two-year college or technical school; one-year related experience or training; or equivalent combination of education and experience.  Must have strong computer background and demonstrated flexibility in work schedules as needed to meet the needs of the business.

LANGUAGE SKILLS 
Ability to speak and write professionally. Ability to read, analyze, interpret, and communicate documents such as releases, bulletins, technical and procedure manuals.  Ability to interpret, analyze, and respond effectively regarding credit related procedures.

MATHEMATICAL SKILLS 
Ability to calculate figures and amounts such as product pricing, discounts, and percentages.  

REASONING ABILITY 
Ability to apply the understanding needed to carry out instructions furnished in written, oral, or diagram form.

COMPUTER SKILLS 
Proficiency with Microsoft software applications. Ability to navigate web-based applications proficiently with credit related systems. Typing skills are required.

CERTIFICATES, LICENSES, REGISTRATIONS 
None Required.

PHYSICAL DEMANDS  
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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