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AR, Credit, and Collections Representative

AR, Credit, and Collections Representative

Travers Tool Co. Inc.Flushing, NY, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Founded in 1924, Travers Tool Co., Inc. is a trusted partner for industrial and metalworking businesses nationwide. With locations in New York, South Carolina, and California, we offer extensive product selection, expert technical support, and superior customer service. We are a family-owned, people-first company that values integrity, teamwork, and continuous improvement.

Why Join Travers Tool?

  • Growth Opportunities : Many team members have advanced from entry-level roles to leadership positions through mentorship and training.
  • Collaborative Culture : Teamwork and camaraderie are at the core of our operations.
  • Supportive Environment : Employees consistently describe Travers as family-oriented, with approachable and understanding management.

Role Overview

We are seeking a detail-oriented and proactive AR, Credit, and Collections Representative to join our finance team. In this role, you will manage accounts receivable processes including collections, tax certificate review, payment processing, and order release verification. You will also provide backup support for other accounting functions and ensure that all transactions are handled with accuracy and professionalism.

Key Responsibilities

Aging & Collections

  • Contact customers via phone / email regarding past due invoices
  • Follow up to obtain full payment information and ensure payment matches total due
  • Provide copies of missing invoices as needed
  • Escalate unresolved issues to appropriate departments
  • Locate alternative contacts if primary contact is unresponsive
  • Review and manage orders on hold due to payment or verification issues

    • Contact customers for payment details and release orders upon approval

  • Verify new customer orders for fraud prevention and release as appropriate

    • Tax Certificate Management

  • Review and validate tax-exempt certificates
  • Communicate with customers regarding any required corrections
  • Upload valid certificates to tax software system and create new accounts if necessary
  • Remove tax from qualifying transactions

    • Phone & Email Support

  • Answer incoming calls from the credit queue and assist customers
  • Process credit card payments over the phone
  • Manage shared credit / AR inbox, responding to or escalating inquiries as needed

    • Accounting Support (Backup for Jamie)

  • Post lockbox, ACH, and check payments for USD and CAD accounts

    • General Administrative Duties

  • Mail invoices daily
  • Manage the front counter daily
  • Reconcile counter cash box
  • File packing slips
  • Mail monthly statements

    • Qualifications

  • 2+ years of experience in Accounts Receivable, Credit, or Collections preferred
  • Strong communication and customer service skills
  • Proficient in Microsoft Office Suite (Excel, Outlook)
  • Familiarity with Avalara or similar tax software is a plus
  • High attention to detail and organizational skills
  • Ability to prioritize and manage multiple tasks in a fast-paced environment

    • BENEFITS :

  • Generous Paid Time Off (PTO) Program : Up to 17 PTO days per year are provided for scheduled (vacation, personal, routine medical appointments) and unscheduled (sick, emergency) absences. PTO accrual increases with increasing tenure at Travers.
  • Paid Holidays : 7 Paid national holidays annually.
  • Health Insurance : Comprehensive private health insurance is available, including medical, dental, and vision. You are eligible to participate on the first of the month after your hire date.
  • Company-Paid Life Insurance, Company-Paid Disability Insurance, Optional Supplemental Life Insurance.
  • Flexible Spending Account : Pre-tax funds can be set aside from your paycheck to use to pay for qualified healthcare costs.
  • Health Emergency Bank : After 7 years of tenure with Travers, employees can bank excess PTO hours to cover serious health issues or time out for disability.
  • Retirement Plan : Contribute pre-tax (401K) and / or post-tax (Roth IRA) dollars to fund your retirement. You are eligible to participate in the retirement plan six months after your start date. Travers matches 50% of employee deferrals, up to 4% of employee compensation.
  • Tuition Reimbursement Program : Educational assistance to help our employees develop professionally.
  • LifeCare / LifeMart for employees and their household members : Access to resources, referrals and discounts for all aspects of life, and access to an Employee Assistance Program for counseling.

    • Ready to Build Your Career?

    Join Travers Tool Co., Inc., a company with 100 years of success, and be part of a team shaping the future of industrial distribution.

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    Credit Representative • Flushing, NY, US