Representative - Credit Service

Posted Date 5 months ago(1/27/2020 12:00 AM)
Job ID
# of Openings
Job Location(s)
Regular Full-Time


This individual will provide support to incoming questions from customers regarding their account with a goal of always providing assistance in a quick, friendly and efficient manner. Assist and sometimes orchestrate clerical functions necessary to the fulfillment of other departments’ functions, including the mailing of invoices and personal property tax filings.


  • Responds to customer questions and concerns to resolve issues they may be experiencing.
  • Communicates information to customers regarding their accounts
  • Maintains an orderly work area
  • Collect credit reports on new customers
  • Call trade references regarding new customers
  • Coordinate delivery of credit packet to Manager for new account decisions
  • Enter/scan documents, track and generally assist in both the establishment of new accounts and the maintenance of existing accounts.
  • Pull historical data and information regarding existing and past customers
  • Assist Manager in the prompt establishment of new accounts and communicating to branches/sales the status of accounts
  • Place Certificates of Insurance into the system and confirms the appropriateness of each
  • Assists IT in the mailing of multi-page invoices and multi-invoice customers
  • Assist others in the Department in making inquiry into historical transactions in customers’ accounts, especially soon after Statements are mailed out the first of each month.
  • Determines need for COD accounts and reports those needs to Manager
  • Create, stuff, and mail monthly customer statements


  • Knowledge, skills and abilities typically acquired through a high school education with technical training
  • Minimum of 2 years of experience as a full time Customer Service Representative
  • High level of interpersonal skills and the ability to work as a team player
  • Great customer service skills
  • Great communication skills including the ability to exhibit a high degree of tact, diplomacy and discretion
  • Excellent organizational skills
  • Must present a cordial, pleasant, professional, informed, compliant demeanor to customers in an almost ‘urgent’ manner.
  • Must respond to all customer and internal queries in a more than timely manner
  • Needs to quickly develop an understanding and appreciation for general A/R and A/P processes, as well as open account parameters and processes, including credit report, guarantees, large corporate practices, sales tax exemption, insurance requirements, ACCORD forms, and other rudimentary business transactions.

The duties and responsibilities described here are not a comprehensive list, and the scope of the job may change as necessitated by business demands.


MacAllister Machinery Co Inc. is an Equal Opportunity Employer (EEO)


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