Credit Balance Specialist

Job Posting: Since 1953, Ferguson has been a source of quality supplies for a variety of industries. Together We Build Better infrastructure, better homes and better businesses. We exist to make our customers’ complex projects simple, successful, and sustainable. We proactively solve problems, adapt and grow to continuously serve our customers, communities and each other. Ferguson, a Fortune 500 company, is proud to provide best-in-class products, service and capabilities across the following industries: Commercial/Mechanical, Facilities Supply, Fire and Fabrication, HVAC, Industrial, Residential Trade, Residential Building and Remodel, Waterworks and Residential Digital Commerce. Ferguson has approximately 36,000 associates across 1,700 locations. Ferguson is a community of proud associates who operate with the shared purpose of building something meaningful. You will build a career that you are proud of, at a company you can believe in. Role Overview The Credit Services Specialist serves as a primary point of contact for a nationwide customer base, providing timely, accurate, and professional support across a range of credit-related tasks. This role focuses on delivering a positive customer experience by addressing questions, resolving problems, and ensuring satisfaction through every interaction. This role is approved to be fully remote and can be based anywhere in the United States. Primary Responsibilities Review incoming lien waiver requests and sworn statements for accuracy, completeness, and compliance with internal guidelines. Validate supporting documentation (proof of payment, invoices, job information). Ensure compliance with state-specific lien waiver laws and internal risk policies. Use Billtrust to confirm customer payments, remittance details, and cash posting status. Navigate Trilogy to access customer job information, invoice data, order history, and account notes to ensure waiver accuracy. Use a Notary platform to electronically process notarized lien waivers when required by state regulations or customer contracts. Use the Handle Platform to execute waivers. Communicate with customers, sales teams, field credit regarding waiver requests. Responsible for managing a high volume of emails daily and take inbound calls. Serve as primary point of contact for nationwide customer base ensuring consistency of service. Act as a liaison between customers and customer-facing associates/departments. Ensure timely and accurate resolution of account‑related issues while maintaining best-in-class customer service. Resolve customer issues by investigating and troubleshooting problems and providing appropriate solutions. Qualifications Credit experience of 1 - 3 years. Effectively communicate verbally and in writing. Knowledge of Microsoft Office software (Outlook, Word, Excel, PowerPoint, Access, etc.). Must have strong and accurate data entry skills. Perform basic math functions. Proven track record of responding quickly to customer needs and ability to make decisions in a timely manner. Ability to react well in a fast‑paced environment and adapt to change. Ability to prioritize workload appropriately in order to balance multiple demands and meet timelines as required. Eagerness to learn and strong critical thinking skills required. All applicants must be highly detail oriented and have outstanding interpersonal skills. Understanding of constructions lien waivers would be a plus. Benefits and Compensation At Ferguson, we care for each other. We value our well‑being just as much as our hard work. We are committed to a holistic approach towards benefits plans and programs that support the mental, physical and financial well‑being of our associates. Our competitive offering not only includes benefits like health, dental, vision, paid time off, life insurance and a 401(k) with a company match, but our associates also enjoy additional meaningful and inclusive enhancements that are adaptable to their diverse situations and needs, including mental health coverage, gender affirming and family building benefits, paid parental leave, associate discounts, community involvement opportunities and more! Li-Remote - Pay Range Actual pay rate may vary depending upon location. The estimated pay range for this position is below. The specific rate will depend on a candidate’s qualifications and prior experience. $19.62 - $27.45 Estimated Ranges displayed are Monthly for Salaried roles OR Hourly for all other roles. This role is Bonus or Incentive Plan eligible. Ferguson complies with all wage regulations. The starting wage may be higher in certain locations based on local or state wage requirements. The Company is an equal opportunity employer as well as a government contractor that shall abide by the requirements of 41 CFR 60-300.5(a), which prohibits discrimination against qualified protected Veterans and the requirements of 41 CFR 60-741.5(A), which prohibits discrimination against qualified individuals on the basis of disability. Ferguson Enterprises, LLC. is an equal employment employer F/M/Disability/Vet/Sexual Orientation/Gender Identity. Equal Employment Opportunity and Reasonable Accommodation Information Ferguson is a project success company providing expertise, solutions and products from infrastructure, plumbing and appliances to HVAC, fire, fabrication and more. As a leading value‑added distributor of residential and commercial plumbing supplies and pipe, valves and fittings in the U.S., we exist to make our customers’ complex projects simple, successful and sustainable. The professionals we serve help transform the world we live in, and we are their trusted partners with the scale to provide peace of mind. Founded in 1953, Ferguson is part of Ferguson plc, which is listed on the New York Stock Exchange (NYSE: FERG) and London Stock Exchange (LSE: FERG). With approximately 36,000 associates across 1,700 locations, Ferguson plc serves customers in all 50 states, Canada, Puerto Rico, Mexico and the Caribbean. #J-18808-Ljbffr