Job Description
Flyers is seeking a friendly, dedicated individual that is task-driven and motivated to get the job done!
WORK SCHEDULE: M-F, 8 am – 4:30pm
POSITION SUMMARY:
Process customer credit application in a timely manner. Obtains needed documents as well as requests credit bureau reports. Perform analysis and credit investigations. Maintains Application Status Log in Salesforce. Update credit files for existing accounts. Maintain and organize Flyers’ customers credit files. Communicates regularly with internal and external customers to process service-related tasks in relation to customer credit accounts.
PERKS:
PRIMARY DUTIES & RESPONSIBILITIES:
Responsible for new accounts credit application processing. Ensure fully completed credit applications are obtained from sales people before administrating credit investigations.
Perform credit reviews, analysis, and investigations by obtaining reports such as D&B, TRW, property search, verify trade and bank references and any other ways to determine credit worthiness of potential customer.
Fill out credit worksheet summary form for each customer to be submitted to Credit Manager for credit review, analysis and approval.
Maintains Application Status in Salesforce and noting if the account was approved or denied or pending or incomplete. Prepare monthly reports for all divisions on number of new accounts processed, approved, denied and pending.
Update customer files periodically or as necessary by obtaining updated credit information and financial information.
Responsible for processing request for credit line increases from existing customers by reviewing the existing credit files, obtain payment history from the collectors, and obtain credit reports, and additional credit information.
May assist in managing credit limit for Dealers and Truck & Trailer customers and approve or deny orders as necessary.
May assist in providing copies of invoices and EFT notices to customers as needed.
Responsible for setting up accounts in the system and updating for name changes, terms changes, bank changes, and additional branch and location.
Responsible for maintaining and organizing Flyers Energy customers credit files.
Maintain D&B and TRW log and monthly reconciliation of usage to ensure Flyers Company are proper billed accordingly by the outside service credit bureaus.
May answer department telephones and perform clerical functions, such as data entry, typing, filing, photocopying, faxing, etc.
May cross train and/or act as back-up for other functions within the credit department.
May perform other related duties as assigned by supervisor or manager.
CONTACT WITH OTHERS:
Frequent contact with sales representatives to resolve problems and provide information. Occasional contact with managers and employees to resolve problems and provide information. Frequent contact with carriers for check information.
QUALIFICATION:
Company Description
Flyers Energy, LLC was formed in 1979 by four brothers: Tom, Walt, Steve, and David Dwelle. Their grandfather, Walter B. Allen, founded Beacon Oil Company in 1931, providing a legacy the Dwelle brothers would carry on with their purchase of seven gas stations in the greater Sacramento region. Naming the company Nella in honor of their grandfather (Allen spelled backwards), they have since created a forward-moving company with a strong, dynamic culture.