Credit Representative

Employer Information

Organization Name: Lohmiller & Company dba Carrier West
About Our Organization: Lohmiller & Company dba Carrier West is a leading HVAC (Heating, Ventilation & Air Conditioning) distributor in the Rocky Mountain region for over 30 years. We partner with the contractors, engineers and developers to provide comfort solutions for buildings and structures of all types and sizes. People and products make our organization the leader that it is today. We are a drug-free work place. Pre-employment and other routine drug screening is mandatory.

 

Lohmiller & Company is an equal opportunity employer. Lohmiller & Company is committed in all areas to providing a work environment that is free from harassment.

 

Benefits:

• Competitive pay
• Benefits package including Medical, Dental and Vision Insurance
• Paid Vacation and Holidays
• 401(k)

 

Relocation expenses are NOT included with this job offer.

 

Behaviors Contributing to Our Success:

• Require integrity in all dealings and relationships
• Treat people with dignity and respect
• Address issues in a prompt and honest manner
• Foster an environment where employees trust on another to be honest and do what is right
• Promote understanding that both individual accountability and teamwork are essential to our success
• Strive to create an atmosphere that is challenging, rewarding and fun
• Formulate decisions and evaluations based upon facts and objective considerations
• Recognize that with self-confidence, change is viewed as an opportunity for continuous improvement
• Continue development of our skills and talents to help ensure long-term business and personal growth
• Establish aggressive objectives that are understandable and achievable

 

Website: Lohmiller.com/careers
Job Department: General and Administrative
Job Division: Credit
Reports to: Brenda Erickson
Job Location: Denver
State: Colorado

FLSA Status: Exempt; Full Time M-F
Prepared Date: 10-15-2025 (v.2)

 

Purpose:

To support the mission of the Credit Department: To enable sustainable growth and develop strong customer relationships while protecting the company's margin and profits; to maximize the value of the company's accounts receivable

Education:

High School Diploma (or GED or High School Equivalence Certificate)

Experience:

• A minimum of two years of experience in a credit-related position, with a focus on B2B collections
• Posting cash receipts accurately and efficiently
• Construction industry experience is a plus, including knowledge of construction cash flow cycles and conditional and unconditional lien releases

Knowledge:

• General billing, taxing, accounts receivable and collections procedures, along with basic credit analysis skills
• Strong attention to detail, goal oriented, problem solving and negotiation skills
• Commitment to excellent customer service, with above average written and verbal communication abilities
• Ability to prioritize and manage multiple responsibilities in a fact paced environment, able to maintain composure in high pressure situations
• Cash application and cash handling experience, recording money received, reconciliation competencies
• Ability to present numerical data effectively
• Epicor Prophet 21 (P21) experience a plus

Skills:

• Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making
• Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
• Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
• Learning & Instructing Strategies - Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things

• Negotiation - Bringing others together and trying to reconcile differences
• Persuasion - Persuading others to change their minds or behavior
• Service Orientation - Actively looking for ways to help people
• Social Perceptiveness - Being aware of others' reactions and understanding the cause then adjusting behavior appropriately

• Judgment and Decision Making - Considering the relative costs and benefits of potential actions, choosing the most appropriate resolution while understanding how the decisions impact the company, co-workers and customers
• Time Management - Managing one's own time and the time of others

Key Responsibilities & Essential Functions

• Collections & Account Management
  • Promptly address overdue accounts based on terms of sale, following up consistently to secure payment commitments and updating credit notes with detailed information
    • Conduct daily collection calls and/or correspondence in a high-volume, target-driven Accounts Receivable (A/R) department
    • Take ownership of reducing delinquency by establishing payment timetables with past-due customers
  • Safeguard lien rights notifying Credit Manager when lien deadlines are approaching
    • Collaborating with third parties such as general contractors (GCs) to monitor draw payment statuses
  • Partner with sales and management teams when necessary to expedite the collection process
• Credit Risk Assessment & Management
  • Assess credit risk for both new and existing customers, providing recommendations for credit terms and limits to direct supervisor.
    • Request, evaluate, and analyze credit reports from multiple sources to inform decision-making
  • Set up approved customer accounts within the company’s software system, adhering to established guidelines
  • Identify accounts that require credit hold restrictions and manage accordingly.
    • Review accounts placed on credit hold and decide whether to approve or deny orders within established guidelines
• Customer Account Support
  • In collaboration with the team, assist in overseeing the credit department’s email inbox, ensuring efficient handling of inquiries
  • Set up job accounts in the company’s software system per guidelines
  • Respond promptly to general internal and external inquiries, ensuring clear communication
  • Accurately process general contractor (GC) or customer requests for conditional and unconditional lien releases
• Apply daily cash receipts to outstanding customer accounts receivable or General Ledger accounts
  • In coordination with the team, contribute to the resolution of discrepancies, providing customer service to address issues arising during the cash receipts process
    • Work with internal and external customers to identify and resolve the causes of overpayments or deductions
• Customer Service & Dispute Resolution
  • Provide exceptional customer service regarding account balances and collection-related issues
  • Reconcile customer disputes related to outstanding balances and provide necessary follow-up
  • Process customer refunds, account adjustments, and address requests for documentation while conducting thorough research when needed
• Taxability & Exemption Management
  • Review customer taxability, ensuring accurate processing of tax exemptions and credits
  • Request, review, and maintain tax exemption documents, confirming full compliance with tax regulations and ensuring thorough understanding of their applicability
• Cross-Department Collaboration & Communication
  • Maintain clear and effective communication with sales and other departments regarding customer accounts
  • Foster positive working relationships with internal and external stakeholders
  • Regularly report on account status, escalated issues, and updates to direct supervisor
• Administrative Duties & Reporting
  • Maintain accurate files, records, and reports to ensure streamlined operations.
  • Participate in team meetings and planning sessions to contribute to department objectives
  • Perform other duties as assigned to support the A/R department