Position Title: Credit Support Clerk
Reports To: Credit Manager
Subordinates:
Position Purpose:
Position Responsibilities:
a.
Identify payments.
b.
Process download from
lockbox.
c.
Process credit
applications.
d.
Maintain all department
files.
i)
Application
ii)
Computer binders
iii)
Check copies
iv)
Bad debt/old jobs
e.
Handle credit card
transactions
f.
Give credit ratings.
a.
Mail monthly statements
to customers.
b.
Generate month end and
mid-month reports.
c.
Reconcile cash,
freight, design and sample accounts.
d.
Review and update
credit limits.
e.
Assist in generation of
progress billings.
a.
Obtain proofs of
delivery from vendors.
b.
Generate correspondence
as directed by credit department staff.
c.
Obtain lien waivers
from vendors.
d.
Verify funds on checks
as needed.
e.
Generate duplicate
invoices/proformas as requested
f.
Process lien waiver
requests.
g.
File UCC documents.
h.
Process additional
insured requests.
i.
Generate preliminary
lien notices.
j.
Process customer
refunds as directed.
k.
Back-up receptionist.
The
above responsibilities are not intended to be an “all inclusive” list of duties
and responsibilities of the position.
Their purpose is to describe only the general nature of the position’s
responsibilities.