Credit Services Representative

Northern Tool + Equipment Burnsville , MN 55306

Posted 11 months ago

PRIMARY OBJECTIVE OF POSITION:

To ensure accurate resolution of commercial private label credit transactions in alignment of established procedures and policies. Oversees and processes the application and finance contract of large ticket products.

MAJOR AREAS OF ACCOUNTABILITY:

Acts as liaison between credit card issuers, customers and internal departments to ensure prompt resolution of issues such as disputes, application processing, credit line increases, and payment processing.

  • Performs research for payment, sale, return, disputes and reconciliation for private label credit transactions and responds to the credit provider.

  • Evaluates the credit worthiness of commercial recourse account by partnering with commercial credit provider to determine appropriate credit lines for recourse accounts..

  • Ensures customer follow-up is performed in a timely manner on pending orders to obtain a new credit application or an alternative method of payment while striving for a one call resolution.

  • Documents the steps taken to resolve customer orders within the order notes in the system of record.

  • Performs miscellaneous account maintenance, to link commercial credit card account numbers to Enterprise Resource Planning (ERP) system's customer number.

  • Processes applications and financing contracts for tractors and bulldozers through outside finance company.

  • Suggests creative solutions to improve customer satisfaction.

  • Updates memberships and subsequent billings on disputed transactions.

  • Keeps supervisor informed of important developments, potential problems, and related information necessary for effective management. Coordinates and communicates plans and activities with others, as appropriate, to ensure a coordinated work effort and team approach.

  • Performs related work as apparent or assigned.

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.

  • High school education or equivalent.

  • Associates degree in Accounting or related technical training preferred.

  • At least 2 years of experience of data entry and resolving payment related issues, preferably in Retail.

  • Thorough knowledge of accounting policies and procedures as they relate to the credit and collections function.

  • Ability to operate a 10-key machine effectively.

  • Ability to work accurately with numbers.

  • Proven ability to identify, analyze, and solve problems.

  • Responsive to customer needs by providing prompt, appropriate solutions.

  • Ability to make good decisions based on knowledge, experience, and judgment that are consistent with established procedures, processes and practices.

  • Ability to communicate effectively, both orally and in writing, with internal and external customers.

  • Demonstrated flexibility and excellent organizational skills.

  • Ability to prioritize work completing a variety of tasks accurately with close attention to detail.

  • Strong Microsoft Office expertise with an emphasis on Excel.

  • Delivers an Outstanding Northern Experience (ONE) with every interaction

  • Demonstrates Northern Tool + Equipment's 12 Core Competencies.

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.

  • Frequently required to sit, use hands to handle objects and talk or hear.

  • Frequent wrist and/or hand movement is required.

  • Occasionally required to stand, walk and reach with hands and arms.

  • Must occasionally lift and/or move up to 10 pounds.

  • Specific vision abilities required include close vision, distant vision and the ability to adjust focus.

#CB


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Patient Access Services Representative

Fairview Health Services

Posted 1 week ago

VIEW JOBS 1/11/2020 12:00:00 AM 2020-04-10T00:00 Overview This position is responsible for completing the registration process within Patient Access and creating the first impression of Fairview's services to patients and families and other external customers. The Patient Access Services Representative must be able to articulate information in a manner that patients, guarantors and family members understand and so they know what to expect and have an understanding of their financial responsibilities. Responsibilities/Job Description * Performs registration process by interviewing patients and collecting and recording all necessary demographic and insurance eligibility information. Ensures that proper insurance payor plan choice and billing address are assigned in the automated patient accounting system. Verifies relevant group/ID numbers. * Completes the registration process by activating patients and assigning bed/patient placement if appropriate. Works to resolve patient placement issues with key stakeholders. * Ensures patient receives necessary disclosures, privacy information and signs the Consent to Treat documentation. * Reconciles daily census. * Completes automated insurance eligibility verification when applicable and appropriately documents information in Fairview's patient accounting system. Utilizes payer websites when appropriate to determine the patient's insurance type and educates patients regarding coverage and/or coverage issues. * Accurately identifies self-pay accounts and refers them to the appropriate department for financial counseling. * Collect co-payments, co-insurance, and deductibles per Fairview's POS collections policies and procedures. * Reconcile daily deposits and cash box. * Advises manager and clinical liaison of possible postponement or deferrals of any elective/non-emergent admission which has not been approved prior to service date. Maintains accurate files for pre-processing information as required. * Investigates, resolves and documents patient problems in a timely and efficient manner, maintains accurate files for pre-processing information and contacts medical staff, nursing staff, ancillary departments and administration as necessary Qualifications REQUIRED: * One or more years customer service experience and basic knowledge of word processing, spreadsheet applications and Internet. PREFERRED: * Previous experience in a clinical setting with registration experience * Post secondary education Fairview Health Services Burnsville MN

Credit Services Representative

Northern Tool + Equipment