Collections Specialist
San Diego, CA 
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Posted 2 days ago
Job Description
Collections Specialist
San Diego, CA, USA Req #1812
Wednesday, May 15, 2024

TriMark USA is the country's largest provider of design services, equipment, and supplies to the foodservice industry. We proudly serve our customers by providing design services, commercial equipment, and foodservice supplies across a wide range of industries and business sectors. Headquartered in Massachusetts, with a history dating back to 1896, we have locations across the country that offer foodservice operators an unparalleled level of service by combining our unique design capabilities and our expert market knowledge with the purchasing strength, delivery, installation, and after-sales service capabilities of a national company. Our employees are focused on creating customized solutions for our clients to ensure they achieve their culinary goals while upholding our I.C.A.R.E. values: Integrity, Customer Service, Accountability, Respect, and Excellence. For more information, please visit: www.trimarkusa.com

Why you'll love it here!

+ Benefits include Medical, Dental, Vision, Tuition Reimbursement, Pet, and Legal Insurance.

POSITION SUMMARY:

  • Located in San Diego, CA
  • Full-Time
  • Hybrid

The Collections Specialist plays a crucial role within our Credit team, focusing on the efficient collections of past-due receivables and general administration of customer accounts. This position involves collaboration with the National Accounts and Chains departments, as well as support for outside territory sales.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

  • Collections Management:
    • Contact customers regarding overdue invoices and reconcile customer accounts as needed.
    • Process Sales Information Sheets (SIF's), credit applications, and credit reference checks for management approval.
    • Review credit holds and approve shipments of orders.
  • Administrative Duties:
    • Answer incoming calls and set up/maintain department and customer files.
    • Generate various month-end reports.
    • Process general ledger adjustments.
    • Identify and handle prepaid order conversions as needed.
    • Process customer refund checks.
  • Generate manual invoices/proformas as requested.
  • Support and Backup:
    • Backup responsibility to the Credit Support Clerk position.
    • Research and resolve customer disputes.
  • Credit Information Handling:
    • Provide customer credit information or rating on request to other trade companies.
    • Keep accurate notes within Customer Relationship Management (CRM) system to document all credit collection activity on accounts.

COMPETENCIES:

  • Attention to detail; gathers/analyzes information; and identifies and resolves problems in a timely manner.
  • Works well in group problem-solving situations.
  • Actively seeks continuous knowledge and skill development.
  • Manages difficult or emotional customer situations.
  • Responds promptly to customer needs and requests for assistance.
  • Excellent written and verbal communication skills.
  • Strong conversational phone skills and experience dealing with customers.
  • Contributes to building a positive team spirit.
  • Exhibits objectivity and openness to others' views.
  • Basic business math skills.
  • Ability to speak effectively before groups of customers or employees of the organization.
  • Ability to deal with problems involving several concrete variables in standardized situations.

QUALIFICATIONS & EXPERIENCE:

  • 1 - 2 years of relevant experience and/or training, or equivalent Military or practical experience.
  • Previous experience with AS400 or a similar DOS-based computer operating system, GlobalEdge, and Navision is a plus.
  • Working knowledge and experience with Microsoft Outlook, Word, and Excel.
  • Basic PC proficiency utilizing Microsoft Windows XP, Vista, or Windows 7 operating system(s).
  • Hands-on knowledge of ERP or CRM systems.
  • Ability to successfully pass a background check post offer acceptance.

#HPIndeed

The range provided represents the national average pay range for this position and is considered to be a general guideline. Pay for this position will reflect the candidate's unique qualifications and may be higher or lower than the range provided based on employee geographic location. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other local, state, and federal law.

In addition to base salary, this role will be eligible for participation in TriMark's' benefits programs, including medical, dental, vision, 401K (with employer match), etc. Leadership positions may also qualify for participation in bonus programs commensurate with role and scope of responsibility.

TriMark's commitment to diversity, inclusion and belonging is a purposeful mission of strengthening our organization and those we serve by uniting the unique and beautiful differences of our employees. This mission is instilled in the fiber of who we are as a company, setting the standard for our industry. We are committed to promoting diversity, inclusion and belonging through sharing, education, and experiences.

TriMark USA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to accommodations@trimarkusa.com.

Other details
  • Job Family Credit & Collections
  • Job Function Finance
  • Pay Type Hourly
  • Min Hiring Rate $22.00
  • Max Hiring Rate $25.00
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  • San Diego, CA, USA
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TriMark does not discrimate based on race, color, sex, national origin, religion, age, equal pay, disability or genetic information. TriMark is an equal employment opportunity employer.

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
1 to 2 years
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