Job Title: Area Credit Manager

Reports to: Regional Credit Manager

JOB DESCRIPTION

 To effectively manage Customer Account Portfolio for area assigned to insure timely collection of funds in a professional manner

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

Responsibilities include:

• Collection of funds due to TRC through a minimum of 25 daily customer contacts and timely follow up activities.
• Establish customer credit limits
• Review customer credit limits for adjustments
• Respond to customer inquires regarding accounts
• Investigate any customer over/under payments
• Preparation of intent letters as required by the Texas Mechanics & Materialmans Lien Statues.
• Executes necessary legal instruments to protect security interest of employer

SUPERVISORY RESPONSIBILITIES

None

KNOWLEDGE AND SKILLS

To accomplish the functions and responsibilities the following skill sets must be present:

• Certified in Texas Bonds and Liens
• Bachelor degree or equivalent work experience
• 3+ years of credit experience
• Ability to maneuver and work within Trend performing simple queries
• Understanding of Microsoft Excel, Word and Outlook features
• Ability to work with RAM (Dun & Bradstreet software)
• Knowledge of legal documents pertaining to securing funds for TRC i.e. Bond Claims, Liens, Proof of Claims, UCC-1s, Joint Check Agreements, Letters of Credit, etc.
• Strong communication skills (written and verbal)
• Strong organizational skills

FISCAL RESPONSIBILITIES

 To effectively manage approximately $10 million assigned to Customer Account Portfolio.

PHYSICAL DEMANDS

This position is approximately 80% desk related work, with 15% walking or standing, and 5% lifting demands less than 50 lbs.

WORKING CONDITIONS AND ENVIRONMENT

Requirements are office based, with some exposure to an environmentally protected warehouse.  Office hours are from 8:00am to 5:00pm with occasional needs outside standard business hours to accommodate meetings and projects.

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