Credit/Collections Analyst

For nearly a century, The Jel Sert Company has focused on creating high-quality, high-value foods and beverages that help bring people together.

In 2022 and 2024, Jel Sert was certified as a Great Place to Work! We are currently looking for a passionate and dedicated individual to join our team as a CREDIT / COLLECTION ANALYST.

If you are looking for a Great Place to Work, with a work environment that encourages personal growth, responsibility, and a shared vision for creating incredible products that help create lasting memories, then Jel Sert wants you!

The Credit / Collections Analyst will accurately post both cash and credit deposits into the Company's ERP system. Additionally, one will schedule daily collections activity and contact customers to obtain payment information for current / past due balances.

Researches and compiles credit data to be used to estimate degree of risk involved in extending credit to new customers.

Review existing credit files to determine current and potential risk. Performs special research on accounts as required when special incidents, contacts, or correspondence indicate potential problems.

This position will require the employee to work overtime as needed. Overtime is scheduled based upon individual job responsibilities and the needs of the department.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.

This job description is only a summary of typical functions. Duties, tasks, and responsibilities may differ from the job description.

• Data entry of Cash Receipts, ACH & Manual Deposits into current Accounts Receivable system.
• Adjust invoices for differences in discount amounts.
• Create debits on customer accounts for deductions / short payments and assigns the appropriate reason code to each debit created.
• Verify and balance daily cash receipts.
• Obtain missing documents needed to verify and process deductions created at cash application.
• Obtain D&B, National Food Group and any other reports necessary on new credit applications and existing accounts as needed to make informed decisions regarding extensions of credit.
• Contact Brokers, DSM's or customers to obtain additional or missing information on new credit applications or necessary information needed for updates of existing accounts.
• Contact bank and trade references, credit associations, credit groups or other sources of credit information on new and existing accounts as needed.
• Maintain existing customer files in QAD / MFG Pro to ensure all information required is received including Resale Certificate numbers and any vendor manuals / agreements published by customer.
• Review customer orders placed on credit review by current system and conduct research as needed to process release of order within Credit Dept.

Procedures and follow process to send hold notification if order cannot be released in time for requested delivery date(s).

• Determines daily collection schedule and contacts customers regarding payment of past due balances.
• Obtains statement of account on all customers who suspend payment to Jel Sert because of credit balance situations where Trade Spending issues are greater than sales dollars owed.
• Reviews and verifies information given to ensure all Jel Sert invoices are accounted for, and all unauthorized deductions documents are included on statement.

Sends out notifications and follows up on regular basis until account resolution by receipt of payment.

• Reviews credit department reference inquiries and replies as needed.
• Obtains and provides invoice copies, proof of deliveries as requested by customer.
• Assist with related special projects as assigned by Manager.
• Backs up other functions in the department as needed.

QUALIFICATIONS : To perform this job successfully an individual must be able to perform each specific duty satisfactorily and with a minimum of supervision.

Individual should also be able to use experience and judgment to perform each essential duty satisfactorily.

EDUCATION and / or EXPERIENCE

• Must have 2+ years experience in credit / collections role
• Analytical and numerical skills required.
• Must have strong credit analysis experience including 2+ years of experience in process and analysis of customer credit worthiness.
• Knowledge of basic accounting principles
• Some college level course work preferred.

KNOWLEDGE, SKILLS, AND ABILITIES

• Ability to enter data accurately with minimal errors.
• Strong communication skills with the ability to effectively and professionally communicate across functional groups.
• Strong interpersonal skills, approachable, positive and flexible. Must be able to work interactively and proactively with internal and external parties at all levels.
• Resourceful and creative problem solver.
• Strong organizational, time management and problem-solving skills with the ability to work independently or as part of a team.
• Must be a self-starter and independent thinker with the ability to quickly react to situations.
• Demonstrate the ability to work on multiple tasks and / or projects at once with minimal assistance within a fast-paced result-driven environment.
• Individual must be knowledgeable in the use of Microsoft Office, especially Word, Excel, Teams and Outlook.
• Experience with ERP Systems required. Any experience with QAD or Exceedra is a plus

WHAT'S IN IT FOR YOU - BENEFITS

• Medical / Dental / Vision Insurance
• 401(K ) & ROTH Plan with Company Match
• Life Insurance
• Aflac Supplemental Insurance
• Paid Time Off plus Paid Holidays
• Employee Assistance Program

PERKS OF WORKING AT JEL SERT!

• Training and Career Development Opportunities
• Referral Program
• Tuition Reimbursement
• Discounts on our Delicious Products
• Health Club Member Reimbursement
• Interactive Company Culture with Engagement Activities
• Employee Service Awards
• Company Philanthropy

PHYSICAL DEMANDS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Balancing : Maintaining body equilibrium to prevent falling when walking, standing or crouching on narrow, slippery or erratically moving surfaces.

This factor is important if the amount and kind of balancing the amount and kind of balancing exceeds that needed for ordinary locomotion and maintenance of body equilibrium.

• Stooping : Bending body downward and forward by bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full use of the lower extremities and back muscles.
• Kneeling : Bending legs at knee to come to a rest on knee or knees.
• Reaching : Extending hand(s) and arm(s) in any direction.
• Standing : Remaining upright on the feet, particularly for sustained periods of time.
• Walking : Moving about on foot to accomplish tasks, particularly for long distances or moving from one work site to another.
• Pushing : Using upper extremities to press against something with steady force in order to thrust forward, downward or outward.
• Pulling : Using upper extremities to exert force in order to draw, drag, haul or tug objects in a sustained motion.
• Lifting : Raising objects from a lower to a higher position or moving objects horizontally from position to-position. This factor is important if it occurs to a considerable degree and requires the substantial use of the upper extremities and back muscles.
• Fingering : Picking, pinching, typing or otherwise working, primarily with fingers rather than with whole hand or arm as in handling.
• Grasping : Applying pressure to an object with the fingers and palm.
• Feeling : Perceiving attributes of objects, such as size, shape, temperature or texture by touching with skin, particularly that of fingertips.
• Talking : Expressing or exchanging ideas by means of the spoken word; those activities where detailed or important spoken instructions must be conveyed to other workers accurately, loudly, or quickly.
• Hearing : Perceiving the nature of sounds at normal speaking levels with or without correction, and having the ability to receive detailed information through oral communication, and making fine discriminations in sound.
• Repetitive motions : Making substantial movements (motions) of the wrists, hands, and / or fingers.
• Medium work : Exerting up to 50 pounds of force occasionally, and / or up to 20 pounds of force frequently, and / or up to 10 pounds of force constantly to move objects.
• The worker is required to have close visual acuity to perform an activity such as : preparing and analyzing data and figures;

viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and / or assembly at distances close to the eyes.

The worker is required to have visual acuity to determine the accuracy, neatness, and thoroughness of the work assigned or to make general observations of structures.

WORK ENVIRONMENT

Remote - will be required to come into the office at times as well as be available for offsite team events.

FOOD SAFETY and QUALITY RESPONSIBILITIES

Follow applicable procedures and work instructions.

Back-up : Credit Analyst

IMPACT ON JEL SERT SUCCESS

This job ensures the timely collection of customer receivables and the prompt processing of new customer applications.