Credit Specialist

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133 Aviation
City

POSITION SUMMARY:

This position is a member of the Credit Department at Regal Wine Company.  Primary responsibility is credit and collections in compliance with the State of California ABC regulations.  Provide support to sales force. Monitoring and maintenance of customer accounts.

ESSENTIAL DUTIES/RESPONSIBILITIES:

  • Review and process credit applications in accordance with State of California regulations.
  • Strictly comply with applicable State laws, regulations, and guidance, including those related to alcohol distribution.
  • Interact with customers and sales force regarding account status and invoicing issues via phone and email.
  • Perform reviews on customer accounts to aide in release of held orders.
  • Research and reconciliation of customer accounts.
  • Schedule Delinquent account notifications.
  • Prepare requests for invoice adjustments to be submitted to Customer Service Department.
  • Special projects as needed. 

JOB REQUIREMENTS:                  

  • Strong verbal and written communication skills.
  • Experience with financial statement analysis and collections.
  • Experience in resolving A/R disputes, Account/Payment reconciliations, investigating deductions, and charge backs.
  • Experience with Microsoft Office programs, particularly Word and Excel and Outlook.
  • JDEdwards or Cforia database experience preferred but not required.
  • Organized and extremely detail oriented.
  • Work well under pressure.
  • Ability handle multiple priorities and deadlines.
  • Team player able to work independently.
  • 2 years experience in A/R / accounting environment.

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