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Customer Financial Services Specialist I in Carlisle, PA at Carlisle Construction Materials

Date Posted: 11/12/2018

Job Snapshot

Job Description

Customer Financial Services Specialist I

Job Summary:

Carlisle Construction Materials, a worldwide leading diversified manufacturer of premium building products and related technology, has an immediate opening for a Customer Financial Services Specialist Iin its Carlisle, PA location.  The Customer Financial Services Specialist I’s primary function is to support the Customer Financial Services Department in the administration of the collections process, cash application and deduction management process as well as the day to day maintenance of the accounts in support the sales goals of CCM and its divisions, while minimizing risk of bad debt. Assist CFS team in the credit approval process.

Primary Job Responsibilities

  • Manage the inflow of customer calls and provide assistance to the CFS team
  • Assist the cash application process by post incoming checks to accounts in our multiple companies with accurate code classification to assign customer chargebacks and short pays
  • Research unapplied cash and engage all necessary areas until resolution is achieved
  • Place calls to customers to determine cause for short pays, obtain remittance advice or have a remit to address correction as needed to accurately complete the cash application process
  • Research historical cash application issues as needed and requested by CFS team member(s)
  • Assist in the Lock Box download process, help identify and resolve any system issues with the cash application process.
  • Processing Credit Card and Check by Phone payments
  • Assist on Month-end duties to include reconciliation of cash accounts as requested
  • Generate SOST and Fax to E-mail reports daily and resend any failed documents (Invoices)
  • Set up CIA and COD accounts for all divisions of CCM
  • Assists in the preparation of annual customer account credit reviews in compliance with credit policy.

Minimum Job Requirements

  • High School diploma or equivalent is required; post high school education strongly preferred.
  • Customer Service oriented; people person and ability to multi-task.
  • 1-3 years of credit & collection experience.
  • Strong communication skills, both written and verbal are essential
  • Authorized to work in the United States without sponsorship

Carlisle Construction Materials offers a competitive benefits package which includes 401k, medical/dental/prescription drug, and life insurance, flex spending, educational assistance, holiday and vacation pay.


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