Customer Service/AR Expeditor

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Posted 8 months ago

Primary Responsibilities:

  • Print and send invoices to customers daily.
  • Coordinate sales orders with invoices.
  • File completed orders.
  • Answer incoming calls.
  • Data entry of customer purchase orders.
  • Create Package Stock Replenishment (PSR) for Special Customers
  • Follow up with customers regarding orders, complaints, etc.
  • Works with sales representatives to ensure customer satisfaction.
  • Receives and participates in the resolution of customer complaints.
  • Coordinates timely shipment of orders by interacting with the Warehouse Supervisor.
  • Coordinates returning of goods and corrective action.
  • Call Kerr Lakeside customers for payment when credit limits have exceeded their established credit limit or are in excess of 30 days.
  • Age receivables daily in PLEX.
  • Run Balance of Overdue Accounts Report – KERR
  • Advise Sales Manager of adjustments that have to be made to a customer’s account.
  • Record daily phone log of collection calls in PLEX.
  • Apply adjustments in PLEX (debit/credit memos and account balances) when necessary.  Run adjustment report.
  • Take phone calls from customers who may need an invoice, delivery receipt, etc. emailed to them.  Answer any questions – Daily.
  • Communicate with Sales Manager and Plant Manager as to customer’s account status – why they are on hold, place them on hold, remove the hold, etc.
  • Communicate with the Shipping Department regarding customers on credit hold.
  • Follow up on problem accounts.

Periodic Responsibilities:

  • Undertakes special assignments as required to assure satisfactory order handling.
  • File Screw Machine and Cold Headed Specials quotes in Main Building                                                                                                                                                   


Additional Duties:

  • Address all issues with a sense of urgency and responsiveness.
  • Act in the company’s best interest at all times.
  • Participate in relevant continuing education programs as identified or proposed by executive management.
  • Comply with all company policies, instructions and directions to fulfill company objectives.


  • Education/Experience
  • High School Diploma
  • Communication skills
  • Ability to read and interpret documents.
  • Ability to write reports and correspondence.
  • Ability to effectively present information and respond to questions.
  • Mathematical skills
  • Ability to add, subtract, multiply and divide.
  • Ability to work with fractions, percentages, ratios and proportions.
  • Reasoning ability
  • Ability to recognize, define and solve problems.
  • Ability to collect data, establish facts and draw conclusions.
  • Negotiation skills.
  • Decision making skills.
  • Specific requirements
  • Computer skills – use of in-house software.
  • Ability to manage and complete multiple tasks.
  • Ability to use facsimile machine.
  • Regular attendance.

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