The Cook & Boardman Group, LLC
  • 12-Jul-2018 to 27-Aug-2018 (EST)
  • Cook & Boardman, Winston-Salem, NC
  • Winston-Salem, NC, USA
  • Hourly
  • Non-Exempt Full Time

 

We are currently recruiting for a Credit Analyst (Entry level) who will work in the corporate office of Cook & Boardman in Winston Salem, North Carolina. Established in 1955, The Cook & Boardman Group, LLC ("C&B") is a privately-owned technical services business and specialty distributor. C&B is the nation's leading distributor of architectural hardware, doors, doorframes, and related building products for non-residential building applications throughout the United States. 

Summary

The Credit Analyst duties will center around the prompt and efficient processing of all credit applications for approval by the Corporate Credit Manager, complete daily cash application process and oversee assigned Accounts Receivable for assigned branches.  

Essential Functions

  • Oversee Bectran credit application process for completeness timely processing.
  • Complete and forward a packet to the Corporate Credit Manager for each Credit Application within 72 hours including:
    • Joint check agreement, if requested
    • Supplemental credit information provided by customer
    • Written description of initial order, dollar value, project and owner information
    • General contractor information if applicant is a second tier or below contractor
    • Payment bond if initial order is a public project
    • Tax exemption certificate if applicable
    • Secretary of State verification of business entity
    • Summary of company from Manta website
    • Credit bureau reports and trade references
  • Set up approved customers in Comsense. Contact branch personnel with account information when completed.
  • Update to accounts to include address / billing changes.
  • Contact customers with balances over 45 days to secure payment or ascertain reason for non-payment as requested by Credit Department personnel.
  • Complete daily cash application process, assuring that payments are posted accurately and retainage is properly identified.  Assist in determining application instructions for daily receipts.
  • Periodically review accounts for recent activity, deactivate as necessary and mark for updates.
  • Respond to customer requests to include faxing of invoices, account balance inquiries, credit requests and other miscellaneous customer service requests.
  • Process and mail customer statements on a monthly basis.
  • Assist with audit requests and follow-up verification process.
  • Complete projects as assigned by Corporate Credit Manager.
  • Miscellaneous filing and administrative duties.

Minimum Qualifications

  • 2 or 4 years degree in Business or other related field or equivalent years of experience
  • Related experience should be in accounting, bookkeeping or credit
  • General understanding of basic accounting functions and collections process
  • Proficient in Microsoft Office, especially Excel Required
  • Credit / Accounts Receivable experience preferred

Knowledge, Skills & Abilities

  • Organized and very detail oriented required
  • Good Customer Service skills
  • Good at multi-tasking
  • Excellent verbal and written communication skills required

Physical Demands

This is largely a sedentary role. While performing the duties of this job, the employee is regularly required to talk and hear; stand; walk; and reach or lift using hands and arms. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Please apply by submitting your resume via this job posting. 

EOE Minorities/Females/Disability/Veterans; VEVRAA Federal Contractor

 

The Cook & Boardman Group, LLC
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