Credit Associate

Job Description

Job Description

HOURS:  Monday – Friday; 9:00am to 6:00pm (1 hour lunch) or 9:30am to 6:00pm (½ hour lunch) (1-3 nights per week until 7:30pm) 

REPORTS TO:  Credit Manager

FLSA STATUS:  Non-Exempt

WORK FROM HOME STATUS: Eligible

After a period of in-person training and time working onsite with your team, this role has the option to work remotely (in WI only at this time). In general, this timeframe tends to be 3-6 months. Note that there will be situations when someone may choose or be asked to return onsite which would be coordinated and scheduled in advance.

We work with businesses and organizations of all kinds to provide them with personalized promotional products. A small part of their job is the biggest part of ours – that’s why one of our core values is to provide remarkable service. When you work here, you’ll be treated with the same level of respect and positive attitude.

As a credit associate, you’ll be assisting with the daily functions of the accounting department as well as interacting with 4imprint sales, collections and claims departments and customers.

Here’s what a typical day might look like. (These are the essential functions of the job). Other duties may be assigned.

· Demonstrate the eight core principles that guide every 4imprint teammate on a daily basis: Honesty, Curiosity, Collaboration, Flexibility, Accountability, Empathy, Positive Attitude, Humility.

• Evaluate customer’s accounts for open lines of credit based upon:
  • Credit Bureau Report Analysis 
  • Credit references
  • Past history with 4imprint
  • Corporate Account Guidelines
  • Business Information Reports as needed.
• Receive and handle all incoming internal and external phone calls and emails regarding all phases of credit. 
• Responsible for the credit letter email bin.
• Monitor all Tabs in the Credit Control Launch Pad
  • Follow up on all Credit Fail or Committed orders.
  • Request cancellation of any item in credit fail or committed over 30 days old to sales team.
• Process all credit card transactions.
  • Authorizing the credit card for an order to be released
  • Charging the credit card
  • Notify the customer if the credit card was declined, rejected or otherwise not acceptable.
  • Refunding customers’ credit cards due to overcharges resulting from claims, change of credit cards or cancellation.
  • Investigate credit card discrepancies.
  • Printing and sending all receipts of charge or credits requested by customer.
• Verify purchase order requirements from 4imprint customers.
• Back-up to the Accounting Claims.
• Assist in processing and report reviewing when assigned by manager.
• Responsible for working the credit email bin.

· Maintain a current understanding of trends and updates in your role.

· Participate in training classes and actively seek professional development.

You might be a fit for this position if you are:

· Friendly, tactful, and professional in your communications on the phone and in e-mail.

· A self-starter who takes the initiative to solve problems and follow up with both internal and external customers.

· A multi-tasker who is ready to act in any situation.

· Extremely organized and focused on the details that matter.

· Able to demonstrate strong computer skills with working knowledge of databases, spreadsheets and MS Office Suite. 

· Someone who enjoys change and trying new things.

Required education/skills/experience:

· High school diploma or equivalent. 

• Associate’s degree in accounting or related field a plus. 

· 0-1 years of experience in a similar field.

· Must have knowledge and/or experience in accounting-related functions.

· Prior credit experience helpful.

· Microsoft Excel, Word, Outlook, Teams, and Windows proficiency.

· Please refer to the physical requirements form for details on the physical requirements of this role. 

Work Environment:

An individual in this position must be able to successfully perform the essential duties, responsibilities, and physical demands listed in this job description. 

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. Reasonable accommodation(s) will be made to enable individuals to perform the essential functions. 

· Regular and predictable attendance.

· Ability to effectively communicate with others (verbally and in writing).

· Ability to enter data.

· Work could be performed remotely (in WI only at this time) and at 4imprint, Oshkosh office.  

H-1B or other work authorization visa sponsorship is not offered for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources.

The following five drugs or classes of drugs will be tested for: 1) Marijuana (THC) 2) Cocaine Metabolites 3) Phencyclidine 4) Amphetamines (Class) 5) Opiate Metabolites.

4imprint has a drug-free workplace policy.