The Credit & Customer Relations Clerk is responsible for managing customer billing, payment processing, tax code accuracy, account reconciliations, and collections-related activities.
Requirements
- Review all invoices for billing errors on the same day and submit correction requests to the Coordinating team as needed.
- Upload customer invoices to online portals on the same day they are issued.
- Review and maintain tax codes for accuracy on customer cards in Microsoft Dynamics 365 Business Central.
- Conduct periodic tax audits of customer accounts.
- Contact customers regarding payment on net-term accounts when necessary.
- Process all incoming credit card payments, including direct customer outreach regarding surcharge notices to protect the company's reputation and integrity.
- Review, code, and reconcile all check payments, including overpayments, underpayments, and discrepancies.
- Contact customers to resolve payment variances and remittance issues.
- Maintain accurate and up-to-date notes on customer accounts to support effective recordkeeping for the Credit team.
- Prepare and submit refund and payment transfer requests to Accounting.
- Prepare and submit payment reversal requests.
- Assist with sales tax education for the Parts Billing team to support implementation and refinement of new processes.
- Demonstrate a positive attitude by consistently supporting assigned tasks and taking on additional responsibilities without resistance.
- Process, review, and enter credit applications into Bectran.
- Respond to Sales Engineer (SE) and Inside Sales Engineer (ISE) requests in a timely manner.
- Send customer statements as requested or as part of the collections process.
- Review and resolve uncaptured Parts credit card payment issues.
- Code incoming ACH payments accurately.
- Monitor the ATC Payments email inbox and respond to miscellaneous requests, including credit references, forms, and payment-related inquiries.
- Research and code territory commission payments.
- Ensure all customer payment receipts are properly coded to customer accounts, including monitoring credit card postings within seven days.
Benefits
