Career Opportunity Application

Position: Credit Support Clerk

Summary:  To perform accurate and timely support functions for the Credit and Collections Department including: cash application received from our lock box, processing other avenues of payment (i.e. credit card transactions, COD conversions, ACH payments, EFT payments).  Setting up new customers and making changes to the SX address book set-up.  Heavy emphasis on customer service, working with other departments and customers as necessary to streamline and protect the integrity of accounts receivable.  Take ownership of having a proactive approach in following policies and procedures to effectively control the integrity of accounts receivable.

Essential Duties and Responsibilities include the following.  Other duties may be assigned. 

  • Identify payments received from our lockbox by downloading the applicable information
  • Request trade and bank references as directed by the Credit Analyst and/or Credit and Collections Manager
  • Maintain departmental files as necessary
  • Process credit card transactions
  • Mail monthly statements to customers and/or oversee that they are being mailed out timely by an administrator
  • Generate monthly reports as directed by the Credit and Collections Manager
  • Reconcile cash, counter sales, and sample accounts
  • Assist in generation of “proforma” invoices
  • Obtain POD’s as requested
  • Generate correspondence as directed by the Credit and Collections department staff
  • Verify funds on checks as needed
  • Process customer refunds as directed
  • Process the reinstatement of NSF’s or stop payments to the AR
  • New account set ups in SX and/or changes to ship to addresses
  • Working with the G/L team to ensure accuracy of county tax code set up
  • Run the billing error exception report daily to capture any failed invoice transitions (i.e. Fax, email). 
  • Contact the applicable customer to request updated billing information
  • Answer and redirect any incoming phone calls from the A/R hot line
  • Provide invoice copies and/or statements as requested by our internal and external customers
  • Follow department policies and procedures. 
  • Make recommendations as to possible improvements to existing policies and procedures. 
  • Perform clearing transactions in SX against the G/L as directed by credit and collections department personnel
  • Calls or writes to credit bureaus, employers, and personal references to check credit and personal references.
  • Keeps record or file of credit transactions, deposits, and payments, and sends letters or confers with customers having delinquent accounts to make payment.

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/Experience:

Minimum:

  • 1+ years of  recent , administrative support experience
  • Must be able to deal with many types of personalities with professionalism.
  • Experience working together with sales people.
  • Understanding of the 5 c's of credit, financial statement analysis, cross corporate guarantees, and personal guarantees.
  • Computer Skills:  intermediate excel skills; hands-on knowledge and skills using Microsoft Office, accounting software and order processing systems.
  • Language Ability:  E xcellent verbal and written communications skills; k nowledge of accounting terms; ability to read and comprehend simple instructions, short correspondence, and memos; and, ability to write simple correspondence. 
  • Math Ability:  Basic math skills; and, ability to add, subtract, multiply and divide in all units of measures, using whole numbers, common fractions and decimals.

Preferred:

  • Prior credit and collections experience in a distribution and/or foodservice industr y is a plus.
  • College coursework in finance and/or business administration as well as NACM membership/certification would be helpful.
  • ERP experience.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The noise level in the work environment is usually moderate.

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. Specific vision abilities required by this job include Ability to adjust focus. While performing the duties of this Job, the employee is regularly required to sit. The employee is frequently required to talk or hear.

About the Company :  T riMark R.W. Smith  was established in San Diego in 1935 as a wholesale food service equipment and supply distributor serving San Diego County.  Currently, we have two distinct business lines including a  full-service turnkey supplier of food service equipment/supplies  and a  custom design/fabrication of controlled environment rooms .

Our Benefits Package :   Our total compensation package includes market competitive base salaries; bonus programs; and, employee benefits, which are available the first of the month following 2 months of consecutive full-time employment.  Our paid time off program includes two weeks of paid vacation, 56 hours of paid sick leave and eight paid holidays.  Additionally, TriMark R.W. Smith offers medical insurance with prescription drug coverage; voluntary dental, vision and life insurance programs; and 100% employer paid premium for long- term disability coverage. Full time employee are also eligible to participate in the Section 125 pre-tax premium plan, health care/dependent care spending accounts; health savings accounts (when paired with a high deductible health plan); and our 401(k) retirement savings plan.

TriMark R.W. Smith is an Equal Opportunity Employer – Minorities/Females/Individuals with Disabilities/Veterans.

TriMark R.W. Smith participates in E-Verify, a service of DHS and SSA, where required. See the E-Verify notice in  English  or EspaƱol  .

TriMark R.W. Smith will consider all applicants in a manner consistent with the requirements of the Fair Chance Initiative.

If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, please contact Human Resources at:  allhr@rwsmithco.com.

Only local candidates will be considered for this position.   Relocation costs are not covered by TriMark R.W. Smith.   

Employment with TriMark R.W. Smith may be contingent upon successful completion of a pre-employment drug/alcohol screen and a background investigation.

We provide a smoke-free and drug-free work environment.

Third-party recruiters and agencies without a current signed contract should not respond to this 
  posting.

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