Collections Specialist

Job Summary Responsible for the reconciliation and collection activity for high profile retail accounts. Assess customer's needs and reconcile invoice/deduction issues that can include pricing, operational service issues, while protecting the integrity of Medline's accounts receivables. Identify and manage Credit Risk by recognizing when additional credit analysis is necessary and initiating the request with appropriate personnel. Job Description Review and analyze various accounts receivable reports including aging, unapplied cash, short pay, and open credit request status reports. Research, validate, and resolve customer deductions by reviewing customer AP portals and remittance information. Accurately code deductions within SAP using detailed text and appropriate reason codes, while generating and analyzing ad hoc reports to identify trends, support root cause analysis, and drive continuous process improvements Evaluate blocked orders and determine appropriate action: release, recommend credit hold, or negotiate plans of repayment that would optimize risk mitigation. Identify and manage credit risk by recognizing when additional credit analysis is necessary, raising the request with the Sr. Credit Analyst, and providing appropriate background information. This includes managing account exposure to assigned credit limit and escalating where appropriate. Conduct daily account reconciliation include working with sales on pricing, system process, freight issues, analyzing and processing offsets, and write-off requests. Facilitate conference calls with Sales, customers, and other stakeholders to analyze data and reports to identify problems and resolve service issues. Collaborate with Sales to prepare and provide management with updates for monthly account reviews with leadership team and escalate for assistance as needed. Assist with process gap analysis within the Accounts Receivable department. Conduct daily collection calls to customers and sales representatives. Manage and monitor plans of repayment for delinquent accounts. Train and mentor team members on policies, procedures, and best practices as needed. Minimum Job Requirements: Education High school diploma Work Experience At least 2 years of experience in Business-to-Business collections. Experience with large volume and critical account dispute resolution. Knowledge / Skills / Abilities Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling). Intermediate level skill in Microsoft Word (for example: inserting headers, page breaks, page numbers and tables and/or adjusting table columns). Position requires occasional travel for business purposes (within state and out of state). Preferred Job Qualifications: Certification / Licensure Professional NACM certification (CBA) or training. Work Experience Experience interpreting D&B reports. Experience working with financial statements. Knowledge / Skills / Abilities Strong proficiency in Microsoft Excel, including VLOOKUP, PivotTables, IF statements, filters, sorting, conditional formatting, and data analysis to research customer deductions. Intermediate skill level in SAP. Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. The anticipated salary range for this position: $31.00 - $45.00 Hourly The actual salary will vary based on applicant’s location, education, experience, skills, and abilities. Medline will not pay less than the applicable minimum wage or salary threshold. Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average. For roles where employees work less than 30 hours per week, benefits include 401(k) contributions, paid time off, as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp. For a more comprehensive list of our benefits please click here. We’re dedicated to creating a Medline where everyone feels they belong and can grow their career. We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best. Explore our Belonging page here. Medline Industries, LP is an equal opportunity employer. Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.