Customer Accounts & Credit Coordinator

Delta, BC, Canada

Job Description


In this dynamic, fast-paced environment, as part of the Finance Team, the Customer Accounts & Credit Coordinator will be responsible for providing internal and external administrative support for our Dealer Accounts such as account set up, ongoing maintenance and coordinating daily billing. In addition, this position will handle the processing of payments for Prepay accounts, assist Accounts Receivable with the collection of Dealer past due balances and additional Accounts Receivable team support as needed. Reporting to the Manager of Finance and Corporate Projects, this position provides support throughout FPI\xe2\x80\x99s business regions, including Canada, USA, and Australia.

Duties and Responsibilities

New Account Set up and Data Base Maintenance

  • Set up new accounts with accurate credit, pricing, and billing information
  • Ongoing maintenance of customer account databases
  • Understand, set up and implement tax requirements for all customers in Canadian, US and Australia
  • Process pricing agreement for dealers as required. (Posting Discount agreements, Showroom Investment and Key Dealer agreements, other)
  • Set up and maintain \xe2\x80\x93 Payment Terms, Ship via, Price Lists, Tax Liability, Product Group, Misc. Charge, Sales Reps and Sales Territory codes in the Database
Administrative:
  • Oversee automatic services verification for order confirmations & invoicing (email and fax)
  • Processing price adjustments or credits as required
  • Process credit and direct billing as required including labour, marketing, and freight as applicable
  • Processing of daily invoicing in the Epicor system
  • Filing customer account credit applications folders
  • Assist Accounts Receivable with collection of Dealer past due balances
  • Process payments for Prepay accounts/orders
  • Backup/support for Accounts Receivable team during holidays/stat holidays
Customer Service and Teamwork:
  • Respond to inquiries (email or phone) regarding customer accounts and invoice inquires. Dealing with directly or forwarding to the appropriate branch / department
  • Attend and participate in department and organization meetings
  • Maintain professionalism and act in a manner consistent with FPI mission and guiding principles
  • Follow all organizational Health & Safety programs; actively participate in Health & Safety training with the purpose of gaining knowledge and understanding
  • Contribute to a positive work environment focusing on Lean and continuous improvement initiatives
  • Other related duties as required
Abilities/Skills/Knowledge
  • Ability to accomplish multiple tasks simultaneously with a demonstrated sense of urgency
  • Excellent organizational skills and high attention to detail
  • Good keyboarding skills with high level of accuracy
  • Good interpersonal skills required, including being a team player
  • Basic accounting knowledge (discounts, taxes)
  • Excellent written & verbal communication skills in English
  • Good knowledge of Excel, Word, and Outlook
  • Adaptable and enjoy a variety of work environments and activities
  • Working knowledge of time value of money concepts, interest charges is an asset
  • Familiar with ERP systems, Epicor specifically, would be an asset
  • Familiar with manufacturing environment an asset
Education/Training
  • High School diploma or equivalent required
Experience
  • Minimum 3 years office experience required
  • Previous work experience in Credit and/or Collections is an asset
What We Offer:
  • Competitive compensation package
  • Extended health & dental benefits
  • RRSP matching program
  • Profit-sharing
  • Compressed work schedules (with short Fridays)
  • Professional development opportunities
  • Employee events (Monthly Mingles, Summer BBQ, Holiday celebrations)
  • Team Building / Health & Wellness activities
  • Employee Purchase Program
  • Friendly environment with Peer Recognition program
  • Smart Casual dress attire
  • Free coffee and parking
How To Apply

Interested candidates are invited to submit a resume with cover letter to the Human Resources Department by or by email at .

We thank all applicants for applying but only short listed applicants will be contacted.

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Job Detail

  • Job Id
    JD2238921
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Delta, BC, Canada
  • Education
    Not mentioned