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Lohmiller & Company / Carrier West

Credit Representative

Lohmiller & Company / Carrier West, Denver, Colorado, United States, 80285

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Organization Name:

Lohmiller & Company dba Carrier West

About Our Organization:

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.

We are a drug-free workplace. Pre-employment and other routine drug screening is mandatory.

Equal Opportunity Employer:

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

Benefits

Competitive pay

Benefits package including Medical, Dental and Vision Insurance

Paid Vacation and Holidays

401(k)

Relocation expenses are NOT included with this job offer.

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

Foster an environment where employees trust one another to be honest and do what is right

Promote understanding that both individual accountability and teamwork are essential to our success

Strive to create an atmosphere that is challenging, rewarding and fun

Formulate decisions and evaluations based upon facts and objective considerations

Recognize that with self-confidence, change is viewed as an opportunity for continuous improvement

Continue development of our skills and talents to help ensure long-term business and personal growth

Establish aggressive objectives that are understandable and achievable

Website:

www.Lohmiller.com/careers

Job Department:

General and Administrative

Job Division:

Credit

Reports to:

Brenda Erickson

Job Location:

Denver

State:

Colorado

FLSA Status:

Exempt; Full Time M-F

Prepared Date:

10-15-2025 (v.2)

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.

Education:

High School Diploma (or GED or High School Equivalence Certificate)

Experience

A minimum of two years of experience in a credit-related position, with a focus on B2B collections.

Construction industry experience is highly preferred, including knowledge of construction cash flow cycles and conditional and unconditional lien releases.

Posting cash receipts accurately and efficiently.

Knowledge

General billing, taxing, accounts receivable and collections procedures, along with basic credit analysis skills.

Construction industry cash flow cycles, conditional and unconditional lien releases.

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.

Epicor Prophet 21 (P21) experience a plus.

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 & Instructing Strategies:

Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.

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.

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

Collections & Account Management

Promptly address overdue accounts based on terms of sale, following up consistently to secure payment commitments and updating credit notes with detailed information.

Conduct daily collection calls and/or correspondence in a high-volume, target-driven Accounts Receivable (A/R) department.

Take ownership of reducing delinquency by establishing payment timetables with past-due customers.

Safeguard lien rights notifying Credit Manager when lien deadlines are approaching.

Collaborate with third parties such as general contractors (GCs) to monitor draw payment statuses.

Partner with sales and management teams when necessary to expedite the collection process.

Credit Risk Assessment & Management

Assess credit risk for both new and existing customers, providing recommendations for credit terms and limits to direct supervisor.

Request, evaluate, and analyze credit reports from multiple sources to inform decision-making.

Set up approved customer accounts within the company’s software system, adhering to established guidelines.

Identify accounts that require credit hold restrictions and manage accordingly.

Review accounts placed on credit hold and decide whether to approve or deny orders within established guidelines.

Customer Account Support

In collaboration with the team, assist in overseeing the credit department’s email inbox, ensuring efficient handling of inquiries.

Set up job accounts in the company’s software system per guidelines.

Respond promptly to general internal and external inquiries, ensuring clear communication.

Accurately process general contractor (GC) or customer requests for conditional and unconditional lien releases.

Apply daily cash receipts to outstanding customer accounts receivable or General Ledger accounts

In coordination with the team, contribute to the resolution of discrepancies, providing customer service to address issues arising during the cash receipts process.

Work with internal and external customers to identify and resolve the causes of overpayments or deductions.

Customer Service & Dispute Resolution

Provide exceptional customer service regarding account balances and collection-related issues.

Reconcile customer disputes related to outstanding balances and provide necessary follow-up.

Process customer refunds, account adjustments, and address requests for documentation while conducting thorough research when needed.

Taxability & Exemption Management

Review customer taxability, ensuring accurate processing of tax exemptions and credits.

Request, review, and maintain tax exemption documents, confirming full compliance with tax regulations and ensuring thorough understanding of their applicability.

Cross-Department Collaboration & Communication

Maintain clear and effective communication with sales and other departments regarding customer accounts.

Foster positive working relationships with internal and external stakeholders.

Regularly report on account status, escalated issues, and updates to direct supervisor.

Administrative Duties & Reporting

Maintain accurate files, records, and reports to ensure streamlined operations.

Participate in team meetings and planning sessions to contribute to department objectives.

Perform other duties as assigned to support the A/R department.

Seniority Level Entry level

Employment Type Full-time

Job Function Accounting/Auditing and Finance

Industries Construction

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