Job Summary:

The Credit Management Trainee learns the companys credit management function by working on financial and credit management projects in a supervised capacity prior to assignment as a credit manager.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Completes training and development program to gain an understanding of credit management processes and procedures.
• Learns procedures for tracking accounts that have been deemed delinquent and for contacting clients to negotiate payments.
• Researches and verifies backgrounds and credit history of individuals and companies.
• With guidance and supervision, contacts and discusses payments directly with clients.
• Learns process for referring accounts to outside collection agency for further collection efforts.
• Issues invoices and tracks payments.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Basic understanding of state and federal laws pertaining to collection activities.
• Excellent organizational skills and attention to detail.
• Ability to keep information confidential.
• Ability to exercise integrity and discretion.
• Ability to remain professional in confrontational situations.
• Proficient in Microsoft Office Suite or related software program.

Education and Experience:

• Bachelors degree in Finance, Accounting, or Business Management preferred.
• At least two years of prior collections experience preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.