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Associate Credit Clerk

M.S. Walker has an immediate opening for an Associate Credit Clerk at our Norwood, MA office! If you have had a previous role in Accounts Receivable or a related position and you have experience with reading invoices and creating credit memos, this may be the job for you!

Responsibilities:

  • Download daily unshipped item report. Review and generate credit memos accordingly.
  • Review delivery documents for discrepancies and issue credit memos as required.
  • Review, price and issue credit memos for returned merchandise.
  • Communicate with the Sales Department, colleagues and customers regarding customer accounts.
  • Read, interpret and discuss pricing requests with Sales or Brand Managers to ensure credit memos are issued correctly and in a timely manner.
  • Review and analyze customer accounts.
  • Apply credit memos to corresponding invoice(s).
  • Upload credit memos into our online document storage system, Docuware, upload and attach any backup to corresponding credit memo.
  • Perform other duties as assigned.

The ideal candidate will possess the following knowledge, skills and abilities to be successful in this role:

  •  2-4 years related experience in A/R, or equivalent combination of education/experience
  • Proficiency in Microsoft Office
  • Demonstrate outstanding interpersonal skills; able to maintain effective working relationships with all colleagues and customers. Must be adaptable and capable of taking directions from team members.
  • Extremely organized and attentive to detail, excellent time management is required
  • Critical thinking, problem solving and research capability is a must
  • Ability to apply mathematical skills for preparing credit memos as well as verifying and correcting pricing issues
  • Ability to work independently and as part of a team
  • Wine or spirits industry experience helpful, but not required

We offer a Comprehensive Benefits Plan that includes the following:

  • Medical & Dental Insurance
  • Vision Coverage
  • Paid-Time-Off Program
  • Fidelity Investments 401k
  • Disability, Life, Accident & Illness Insurance Packages
  • Discounted Fitness Memberships
  • Free & Discounted Work/Life Resources
  • Career Advancement Opportunities
  • On-Demand Professional & Leadership Development Through M.S. Walker University

Who we are:

Founded in Boston in 1933, M.S. Walker is a 5th-generation, family-owned wine and spirits importer and distributor, a spirits bottler, and a national supplier. We serve On-Premise and Off-Premise establishments throughout the Northeast, with direct operations in Massachusetts, New York, New Jersey and Rhode Island and brokerage operations in Maine, New Hampshire and Vermont. We represent a budding portfolio of wine and spirits nationwide, including our own brands, and we strive to offer the most prestigious portfolio in the industry. M.S. Walker has built our foundation and future on our people – our employees are truly our greatest asset. Our company boasts a diverse pool of exceptionally special team members who each bring their unique skills and experience to the organization.

Mission Statement:

Since 1933, our mission has been firmly rooted in our core values of family, integrity, respect, honesty, and hard work. We are deeply committed to upholding these principles for our team members, customers and suppliers alike. We seek to build and maintain long-lasting relationships based on trust and reliability. By honoring our heritage and embracing innovation, we aim to continuously improve and adapt to meet the evolving needs of our industry, while responsibly contributing to the communities we serve. Together, we strive to elevate the spirit of hospitality and foster a vibrant and respectful culture in all facets of the organization and beyond.

***It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.***

Average salary estimate

$60000 / YEARLY (est.)
min
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$50000K
$70000K

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What You Should Know About Associate Credit Clerk, M.S. Walker

M.S. Walker is excited to announce an immediate opening for an Associate Credit Clerk at our office in Norwood, MA! If you've got some experience in Accounts Receivable or a similar role, and you're comfortable reading invoices and creating credit memos, this could be the perfect fit for you. In this role, you'll have the opportunity to manage the daily unshipped item reports, review delivery documents for any discrepancies, and issue credit memos when necessary. You'll be a key player in communicating with our Sales Department as well as customers about their accounts. It’s all about ensuring credit memos are issued accurately and on time, working closely with Sales and Brand Managers to address pricing requests. Being detail-oriented is a must, as you'll be reviewing customer accounts and making sure the credit memos are applied correctly to invoices. If you're someone who thrives in a collaborative environment and enjoys problem-solving, come join our team! We value organization and critical thinking just as much as teamwork, and even if you don’t have direct experience in the wine or spirits industry, that’s okay! At M.S. Walker, you’ll find a workplace that not only cares about the professional growth of our employees but also prioritizes a supportive and dynamic corporate culture. So why wait? Start your journey with us today!

Frequently Asked Questions (FAQs) for Associate Credit Clerk Role at M.S. Walker
What are the main responsibilities of an Associate Credit Clerk at M.S. Walker?

As an Associate Credit Clerk at M.S. Walker, you will be responsible for reviewing daily unshipped item reports, generating credit memos, and managing communication between the Sales Department and customers. You'll also need to analyze customer accounts, apply credit memos, and use our document storage system to maintain proper records. Your role will be essential in ensuring that all financial discrepancies are handled swiftly and accurately.

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What qualifications are needed for the Associate Credit Clerk position at M.S. Walker?

To qualify for the Associate Credit Clerk position at M.S. Walker, candidates should ideally have 2-4 years of related experience in Accounts Receivable or a combination of education and experience. Proficiency in Microsoft Office is essential, and strong interpersonal skills are needed to maintain effective working relationships. The ideal candidate should also exhibit excellent organizational skills and the ability to manage time efficiently.

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Is experience in the wine or spirits industry required for the Associate Credit Clerk role at M.S. Walker?

Experience in the wine or spirits industry is helpful, but it is not a strict requirement for the Associate Credit Clerk position at M.S. Walker. We welcome candidates with a strong background in Accounts Receivable or related fields, as well as those who are eager to learn and adapt to our industry. Our focus is on finding individuals who demonstrate critical thinking and attention to detail.

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What kind of benefits does M.S. Walker offer to Associate Credit Clerks?

M.S. Walker offers a comprehensive benefits package to Associate Credit Clerks including medical and dental insurance, vision coverage, a paid-time-off program, and a Fidelity Investments 401k plan. Additional benefits include disability, life, accident and illness insurance, discounted fitness memberships, and access to professional development opportunities through M.S. Walker University.

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What is the work environment like for an Associate Credit Clerk at M.S. Walker?

The work environment for an Associate Credit Clerk at M.S. Walker is collaborative and supportive. We believe that our employees are our greatest asset, so we prioritize maintaining effective relationships within our diverse team. Our mission centered around family, integrity, and respect means you will feel valued as you contribute to a vibrant workplace culture.

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Common Interview Questions for Associate Credit Clerk
Can you describe your experience with handling credit memos?

To effectively answer this question, share specific examples from your previous roles where you managed credit memos. Highlight your ability to review invoices, identify discrepancies, and how you ensured that credit memos were processed accurately. Emphasize any tools or software you utilized in the process.

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How do you prioritize your tasks when managing multiple accounts?

In answering this question, discuss your organizational skills and any systems you employ to keep track of tasks. Mention specific tools like spreadsheets or project management software that help you stay organized. Sharing a real example of how you successfully managed deadlines will strengthen your response.

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What strategies do you use to resolve discrepancies in customer accounts?

When discussing your strategies to resolve discrepancies, focus on your analytical skills and problem-solving abilities. Explain how you approach identifying the root cause of the issue, collaborating with relevant teams, and communicating effectively with customers to reach a resolution.

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How do you ensure accuracy in your work, especially when dealing with financial data?

To effectively respond, talk about your attention to detail and the processes you implement to double-check your work. Mention specific methods, such as cross-referencing data or using audit trails when handling financial data to ensure accuracy.

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What experience do you have in financial reporting or analysis?

In your answer, describe your previous roles involving financial reporting. Elaborate on your familiarity with preparing reports, analyzing trends, and how you used this information to make informed decisions. Be specific about any tools you used for reporting or analysis.

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Describe your communication style when working with sales teams.

When discussing your communication style, emphasize your ability to communicate clearly and effectively. Provide examples where you collaborated with sales teams to resolve issues related to customer accounts or pricing to show your cooperative approach.

Join Rise to see the full answer
Are you comfortable using document management tools like Docuware?

To answer this, express your willingness to learn and adapt to new technologies. If you have prior experience with similar tools, share how you utilized them for organizing documents and enhancing efficiency in your previous roles.

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What motivates you to work in accounts receivable?

Share your passion for financial accuracy and customer service. Talk about the satisfaction you feel when resolving issues and supporting the overall financial health of the company, which in turn fosters stronger relationships with both customers and colleagues.

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Can you give an example of a time you had to handle a difficult customer scenario?

Provide a specific example where you effectively managed a challenging customer situation. Describe your approach, the actions you took, and the outcome, emphasizing your problem-solving skills and commitment to customer satisfaction.

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Why do you want to work for M.S. Walker as an Associate Credit Clerk?

When answering this question, discuss your admiration for M.S. Walker’s values and mission that focus on family and integrity. Connect your personal and professional goals with the opportunities for growth and development that M.S. Walker offers, showcasing your enthusiasm to contribute to the company's success.

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M.S. Walker is a wholesale distributor of wines and spirits. This company is headquartered in Norwood, Massachusetts and was founded in 1933.

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Full-time, on-site
DATE POSTED
February 14, 2025

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