Internship & Co-op




Customer Support




Do the work you're most proud of at Pella.






19001404 Requisition #


Manages and establishes the credit limits for new and existing customers for the Pella owned Sales Branches Recommends, communicates, and implements procedures and policies based on best practices to ensure risk mitigation and objectives are achieved.  Responsible for maintenance and review of standard credit terms for all customers in all applicable systems (PQM, OMS, PSI).


Principal DUTIES AND RESPONSIBILITIES include the following, but not limited to:

  • Responsible for establishing and monitoring credit limits for new and existing customers utilizing industry standards in addition to adherence to Pella’s policies and procedures.  Includes the ongoing analysis of credit risk, collection activity, AR aging schedules, DSO, and sales volumes to determine needed changes to existing credit limits.

  • Minimize company bad debt experience and exposure.

  • Researches variances to standard terms and recommends alternative solutions.

  • Provides recommendation to base credit extension decisions. 

  • Provides direction and support regarding lien waivers and BLP process as it pertains to customer credit status.


  • Liaison between sales team and Wells Fargo consumer financing program to ensure compliance of agreement and applicable laws.


  • Lead training activities for the sales teams for all sales subsidiaries (i.e. Wells Fargo and PCI compliance).


  • Ensure all necessary information is obtained to mitigate any risk prior to orders being released for purchase and delivery.


  • Daily interaction with sales teams, internal management, and functional peers verbally and in writing.

  • Drives continuous improvement activities including consistent processes.

  • Establish and ensures compliance with all company policies and procedures.  In addition, responsible for the development and maintenance of adequate internal accounting controls are maintained.

  • All other duties as assigned.


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


Education and/or Experience

Prior experience in commercial collections experience and industry knowledge is required.  A Bachelor’s Degree and 3 to 5 years related experience or training.  The equivalent combination of education and experience is also acceptable.  Certification obtained through NACM or other recognized credit management program is a plus.


Computer Skills

Proficiency with internet research and Microsoft® Office products including Word, Excel, Outlook and PowerPoint. Job will require individual to become proficient with company systems such as Great Plains, PQM and OMS.


Communication Skills

Excellent verbal and written English language skills are required as well as good public relations, public speaking, and customer service skills.  The ability to read, interpret, understand and explain documents such as sales processes, product specifications or warranty manuals. Ability to effectively present information to others, gather information from others, and respond appropriately to questions from customers, coworkers and managers.  Must display excellent phone and email etiquette.  Must be able to present appropriate attitude for the situation when interacting with customers or coworkers. 


Professional Skills

Must be a team player and exhibit a strong desire to learn and promote self-growth.  Must be pro-active, self-disciplined, self-motivated, and have a demonstrated ability to follow projects through to completion.  Attention to detail is required.  Must be able to demonstrate organizational skills, prioritize tasks, and meet deadlines.  Must be able to develop trust, respect, and confidence of customers, coworkers and managers.  Must present in a clean and neat physical appearance.  Must be able to investigate issues and resolve conflict in the best interests of the business and our customers.


Mathematical Skills

The ability to compile and decipher information in spreadsheet format is essential.  Must possess a strong aptitude for compiling, deciphering and relating financial information in various formats.  Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages to practical situations.


Reasoning Skills

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form and deal with several abstract and concrete variables.  Ability to negotiate with customers and manage conflict.


Physical Demands

While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle, type or feel; reach with hands and arms; and talk or hear.  The employee is occasionally required to sit, stoop, or crouch. The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.  Time commitment required of this position will vary with the seasons. 


Work Environment

Work environment with this job primarily includes the typical office environment. The noise level of this job is typically moderate. Employees in office positions may occasionally enter warehouse work areas.

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