Credit Specialist
Come join one of the fastest-growing independently owned distributors in Northern California! We are looking for a full-time Credit Specialist to join our team at our branch in Hayward, CA.
The Credit Specialist is responsible for a wide range of tasks related to credit management, document handling, and assisting the department with daily/monthly deadlines and functions
Benefits:
- Competitive Pay:$27.00 - $30.00 per hour depending on experience
- Quarterly Bonus Opportunities
- Hybrid Work Schedule
- Medical, Dental, Free Vision Insurance with buy-up options
- 401k with Employer Match
- Basic Life Insurance, AD&D, and LTD Insurance
- Paid Major Holidays and Paid Time Off
- Employee Wellness Programs
- Commuter Benefits
- Fringe Personalized Lifestyle Benefit
- Digitally archive daily bank deposits accurately and promptly.
- Thoroughly validate credit applications to assess applicant creditworthiness.
- Process 20-day preliminary lien releases weekly and handle certified mail.
- Sort incoming mail, apply postage to outgoing mail, and maintain the postage meter.
- Order necessary supplies for the Finance Department and maintain a well-organized supply inventory.
- Provide excellent customer service by promptly answering and assisting with all incoming calls to the Credit Department.
- Accurately enter all Electronic Funds Transfers (EFT), Automated Clearing House (ACH), and wire transactions into the financial system for daily posting.
- Create electronic customer folders by scanning and organizing all paper documents into electronic folders.
- Verify and validate resale certificates and General Contractor Contract Licenses as required.
- Prepare and mail customer statements on a monthly basis.
- Set up all new customer accounts in Solar, targeting a minimum quota of five new accounts per day, subject to the number of account requests.
- Identify and write off monthly service charges posted to accounts held by core/elite customers.
- Update Solar to discontinue service charge assessments as needed.
- Prepare Pre-Lien Jobs for the lien process by checking the system for the shipment of goods
- Respond promptly to all email requests from customers, addressing needs such as vendor forms, W-9 forms, banking information, and completing vendor customer request forms.
- Provide support to the Accounts Payable department, including ordering supplies and mailing vendor checks on a monthly basis.
- Handle AP vendor requests, which may include providing forms similar to those requested by Accounts Receivable (AR) customers, W-9 requests, and vendor requests.
- Monitor and Release orders in bucket Daily from 9:00 a.m. to 5:30 p.m., ensuring timely and accurate processing.
- Other duties as assigned.
Education and/or Experience:
- High school diploma or equivalent required. Bachelor's degree in Finance, Accounting, or a related field preferred.
- Previous experience in accounting or a related financial role required.
- Intermediate or better knowledge of personal computers and peripherals, word processing and spreadsheet software, e-mail and the Internet.
- 10-Key by touch
- Effective communication and negotiation skills.
- Detail-oriented with a high level of accuracy.
- Ability to multitask and prioritize tasks effectively.
- Knowledge of billing software and order processing systems is a plus.
More about Alameda Electrical Distributors & California Service Tool:
Over that last decade we have expanded to 15 locations throughout Northern and Central California and are ranked among the top 100 companies in our industry nationally. We focus on several key categories under two company brands, including tools, safety, specified products, electrical supplies, alternative energy, and automation. Our core markets served include commercial and industrial contractors, and facility and OEM clients.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.