Credit Services Representative

Job Locations US-OR-PORTLAND
Requisition #


Customer First | Integrity | Excellence | Teamwork | Fun!


About Us:

At Peterson our Vision is to be our customers’ first choice.   We put our customers first and continually strengthen our partnerships through our employee’s hard work, ingenuity and determination.  Our 80 year history is a reflection of our collective efforts and focus.


We provide a family oriented environment that promotes safety, personal growth and professional achievement.   Critical to our continued success is hiring and developing exceptional employees.  We are deeply committed to providing an environment necessary to attract and retain engaged employees who will relentlessly strive to reach Peterson’s strategic goals and vision.  We have high standards for our employees, with good reason.  They represent Peterson, our family, our brand, and our values to customers and our team members.


Why Peterson?

We have high expectations and so do you.  You are exceptionally motivated, have outstanding skills, and are looking for more than just a job.  We offer competitive wages, generous benefits, and promotional opportunities at a family owned and operated business that really cares about employees.  If you want to work side-by-side with others who are passionate about customer service, consider joining our team.  You can help us write more chapters in our success story as we move towards celebrating our 100 year anniversary.


Peterson Cat has an immediate opening for a Credit Services Representative in Portland.  Peterson’s Credit Services Representative will have responsibility for monitoring and collecting company receivables with an emphasis on delinquent accounts. In addition the individual will analyze current customer records and correspondence in order to maintain accurate records, mitigate risk, modify credit limits, resolve disputes, coordinate credit meetings with operational departments, and recommend and adhere to Corporate Credit Policies. Reps will work closely with Cat Financial in order to promote Cat Commercial as a resource and solution for Peterson’s customers. This position will consistently work within Peterson’s values in order to complete the daily responsibilities.


Essential duties and responsibilities include the following. Other duties may be assigned.
 Provide superior customer service in all aspects of the job
 Initiate credit collection efforts on delinquent accounts
 Develop relationships with customers in order to aid collection efforts
 Develop and recommend payment solutions for delinquent customers
 Coordinate with operational employees to aid in collection efforts
 Evaluate customer records and reduce/extend credit line or place credit hold based on account analysis Responsible for monitoring additional exposure on delinquent accounts and consulting with Department Mangers, account reps and supervisor on marginal credit issues.
 Prepare and facilitate regular credit meetings with appropriate operations personnel; review delinquent accounts and disputes
 Run, update and distribute monthly reports
 Determine and manage accounts sent to collections and/or legal
 Determine charge backs and write offs of unrecoverable accounts on a monthly basis and present to supervisor, account reps and department manager
 Notify operational staff of items that effect cost center
 Prepare and file pre-liens on rental equipment as necessary and issue releases in exchange for payments. File stop notice/mechanic liens. With supervisor approval, refer to attorney as necessary. Follow up on daily activity.
 Recover Bad Debt through appropriate channels when necessary
 Reconcile assigned accounts, provide documents as requested, execute credit reference and process return mail


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Associate's degree from a college or university in business or related field plus three years of experience in credit collections or the equivalent in education and hands-on experience in credit collections.


Ability to communicate in writing clearly and effectively; Read with comprehension the necessary related documentation such as credit applications, credit reports, invoices and statements, customer correspondence, terms and conditions, collections correspondence, and legal correspondence. Ability to write routine reports and correspondence. Ability to speak effectively with customers and fellow employees. Exceptional phone skills and etiquette. Ability to effectively communicate and collaborate with operational employees to manage delinquent accounts. Facilitate credit meetings with operations.


Ability to perform basic arithmetic including; addition, subtraction, multiplication, division and basic algebra.


Ability to work with customers to the benefit of both Peterson and the customer. Ability to make independent decisions on the financial viability of a customer.


To perform this job successfully, an individual should have general computer skills and be proficient in Microsoft Excel.


Must be able to travel up to 10% of the time.


We are an equal opportunity employer dedicated to workforce diversity and a drug free workplace.  All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, age, sex, sexual orientation, gender identity, disability, protected veteran status or any other status protected by law.  A drug screen and background check is required.


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed