Credit & Customer Relations Clerk

Credit & Customer Relations Clerk

Air Treatment Corporation is a dynamic, collaborative work environment. We understand the expectations of highquality customer service, therefore we actively search and promote a cohesive team that is formulated to exceed expectations. We are devoted to the growth of our employees and look to provide opportunities for advancement from within.

Salary: Non-Exempt Paid Weekly

Hiring Manager: Miranda McKissack

Location: Brea, CA

Estimated Pay Range: Min: $45,760.00 - Max: $62,400.00

Job Summary

The Credit & Customer Relations Clerk is responsible for managing customer billing, payment processing, tax code accuracy, account reconciliations, and collections-related activities while ensuring all transactions and records are accurate and up to date. The position also supports internal teams through timely communication, process improvement efforts, and responsive handling of customer and payment-related inquiries.

Duties/Responsibilities

• Review all invoices for billing errors on the same day and submit correction requests to the Coordinating team as needed.
• Upload customer invoices to online portals on the same day they are issued.
• Review and maintain tax codes for accuracy on customer cards in Microsoft Dynamics 365 Business Central.
• Conduct periodic tax audits of customer accounts.
• Contact customers regarding payment on net-term accounts when necessary.
• Process all incoming credit card payments, including direct customer outreach regarding surcharge notices to protect the company's reputation and integrity.
• Review, code, and reconcile all check payments, including overpayments, underpayments, and discrepancies.
• Contact customers to resolve payment variances and remittance issues.
• Maintain accurate and up-to-date notes on customer accounts to support effective recordkeeping for the Credit team.
• Prepare and submit refund and payment transfer requests to Accounting.
• Prepare and submit payment reversal requests.
• Assist with sales tax education for the Parts Billing team to support implementation and refinement of new processes.
• Demonstrate a positive attitude by consistently supporting assigned tasks and taking on additional responsibilities without resistance.
• Process, review, and enter credit applications into Bectran.
• Respond to Sales Engineer (SE) and Inside Sales Engineer (ISE) requests in a timely manner.
• Send customer statements as requested or as part of the collections process.
• Review and resolve uncaptured Parts credit card payment issues.
• Code incoming ACH payments accurately.
• Monitor the ATC Payments email inbox and respond to miscellaneous requests, including credit references, forms, and payment-related inquiries.
• Research and code territory commission payments.
• Ensure all customer payment receipts are properly coded to customer accounts, including monitoring credit card postings within seven days.

Required Skills/Abilities

• Excellent communication skills, interpersonal and customer service skills.
• Excellent organizational skills, multi-tasking and attention to detail.
• Proficient in time management and ability to meet deadlines.
• Demonstrated problem-solving and decision-making abilities.
• Experience with credit application systems (Bectran) is preferred.
• Demonstrated accuracy in processing financial transactions.
• Proficient in Microsoft Office Suite and financial software applications.
• Ability to maintain confidentiality and compliance with company policies and financial regulations.

Education and Experience

• High school diploma or equivalent required.
• Experience in accounting or related field preferred.

Physical Requirements

• Prolonged periods of sitting at a desk and computer work.
• Occasional phone interaction with customers.
• Must be able to lift 10 pounds at times.
• On-site position, we are unable to offer relocation for this role.

At Air Treatment Corporation, we are committed to growth, innovation, and excellence. As leading experts in HVAC & R solutions, we recognize that the success of our team drives the success of our company. This is echoed in our commitment to a workplace built on fairness, professionalism, and opportunity, ensuring that every team member is valued. Join our team and contribute your unique skills and perspectives to help us continue delivering industry-leading solutions.

Salary Description Min: $45,760.00 - Max: $62,400.00