Lohmiller & Company dba Carrier West is a leading HVAC (Heating, Ventilation & Air Conditioning) distributor in the Rocky Mountain region for over 30 years. We partner with the contractors, engineers and developers to provide comfort solutions for buildings and structures of all types and sizes. People and products make our organization the leader that it is today.

Lohmiller & Company has an exciting career growth opportunity as an Credit Representative/Cash Application Specialist who will be based at our Denver, CO location. Qualified candidate must exhibit professionalism, unwavering work ethic, and a high degree of initiative and enthusiasm for career growth.

Purpose:

To support the mission of the Credit Department: To enable sustainable growth and develop strong customer relationships while protecting the company's margin and profits; to maximize the value of the company's accounts receivable

Knowledge:

• General billing, taxing, accounts receivable and collections procedures, along with basic credit analysis skills
• Strong attention to detail, goal oriented, problem solving and negotiation skills
• Commitment to excellent customer service, with above average written and verbal communication abilities
• Ability to prioritize and manage multiple responsibilities in a fact paced environment, able to maintain composure in high pressure situations
• Cash application and cash handling experience, recording money received, reconciliation competencies
• Ability to present numerical data effectively

Skills:

• Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making
• Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
• Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
• Learning Strategies - Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things

• Instructing - Teaching others how to do something
• Negotiation - Bringing others together and trying to reconcile differences
• Persuasion - Persuading others to change their minds or behavior
• Service Orientation - Actively looking for ways to help people
• Social Perceptiveness - Being aware of others' reactions and understanding the cause then adjusting behavior appropriately.

• Complex Problem Solving - Identifying complex problems by reviewing related information. Develop and evaluate options and implement solutions
• Judgment and Decision Making - Considering the relative costs and benefits of potential actions, choosing the most appropriate resolution while understanding how the decisions impact the company, co-workers and customers
• Time Management - Managing one's own time and the time of others

Key Responsibilities & Essential Functions:

• Accountable for reducing delinquency, create payment timetables with past due customers
  • Daily collection calls and/or correspondence in a fast paced goal oriented Accounts Receivable (A/R) department
  • Identify when delinquent accounts need to be called based on terms of sale, call promptly once an account is past due. Follow up frequently for payment commitments. Provide detailed information within the on-line credit notes
  • Identify when an account needs to be placed on credit hold restrictions of varying degree
  • Recognize and take steps to maintain and protect lien rights
  • Enlist the efforts of sales and management when necessary to accelerate the collection process
• Analyze credit risk of potential and existing customers, recommend credit terms and associated credit limits to direct supervisor
  • Request, review and analyze associated reports from various sources
  • Set up approved customers within our software system according to guidelines set forth
  • Review orders on credit hold for approval/denial
• Monitor credit department email inbox
  • Review and set up job accounts within our software systems according to guidelines set forth
  • Respond to general internal/external inquiries
• Provide customer service regarding collection issues and/or account balances
  • Reconcile and/or report customer disputes as they pertain to payment of balances
  • Process customer refunds
  • Process and review account adjustments
  • Handle requests for documentation and conduct associated research
  • Review customer taxability
• Provide considerate, competent customer service oriented communication to internal and external customers
  • Must communicate and follow up effectively with sales and other departments regarding customer accounts on a timely basis
  • Establish and maintain effective and cooperating working relationships
  • Frequent reporting and communication of issues to direct supervisor
• Retrieve all remittances from mail, email and web portals, apply all daily cash receipts to outstanding customer accounts receivable
• Provide customer service regarding discrepancies created during the cash receipts process
  • Communicate with internal and/or external customers to identify reasons for overpayments or deductions. Provide detailed information within the on-line credit notes
  • Responsible for discrepancy resolution including contacting customers for payment
  • Process customer refunds
  • Review and handle account adjustments
• Participate in team planning, team meetings
• Meet defined department goals and activity metrics, work as a team with sales, customers, other departments to increase sales, accelerate cash inflow and reduce credit risk
• Perform other assigned tasks and duties necessary to support the A/R department

Lohmiller & Company is a drug-free work place. We require post-offer drug screens.

We are also one of The Denver Posts Top Places to Work for 2012, 2013, 2014, 2015, 2017, 2018, 2019, and 2020.

Behaviors Contributing to Our Success:

• Require integrity in all dealings and relationships
• Treat people with dignity and respect
• Address issues in a prompt and honest manner

Benefits:

• Competitive pay
• Benefits package including Medical, Dental and Vision Insurance
• Paid Time Off and Holidays
• 401(k)

Please visit our website at www.lohmillercompany.com

Lohmiller & Company is an equal opportunity employer. Lohmiller & Company is committed in all areas to providing a work environment that is free from harassment.

We motivate our team members to achieve high levels of personal and professional well-being.