Credit and Collections Analyst

Credit and Collections Analyst
Houston, TX 77079

SUMMARY: To minimize investment in accounts receivable by maximizing cash receipts and following up on credit memo processing. Increase internal personnel's awareness of the importance of credit as an integral part of every transaction, and encouraging communication between operating personnel and their customers.
Maintain customer goodwill and to encourage customer financial stability in order to increase profit and sales.

ESSENTIAL FUNCTIONS: % OF TIME

• Notify customers of past due invoice and achieve faster payment turnover for all invoices. Detail: 500 to 750 Active Accounts, Accounts Receivable >$5M.
• Review D&B Reports to extend credit to our new and existing customers

60%
5%

• Discuss delinquent accounts with sales and management personnel. Recommend appropriate payment terms for future orders. Inform personnel of collection efforts which become futile, and which need to be forwarded for collection and/or lawsuit.
• Send pre-lien notices, bond claims, and lien filings within time frames dictated by each job-location state. Assist all locations in the resolution of credit memo processing resulting from return material, pricing errors, defective products.

10%

5%

• Prepare weekly reports on A/R accounts, including listings of accounts with invoices over 60 days old, for review by the credit manager, company presidents, and sales personnel. Actively participate in over-60 collection meetings on a bi-weekly basis.
• Manage closing schedule to ensure credit holds are released
• Regular and Reliable attendance

15%

5%

SECONDARY RESPONSIBILITIES:

• Supports, cooperates with, and participates in company-wide LEAN and EHS Management System which includes following all safety, health and environmental policies and procedures. Supports and cooperates in company-wide Quality Management effort.

• Adheres to company and department policies, procedures, and standards

• Special projects and other duties as assigned

TOTAL PERCENT OF TIME: 100%
SUPERVISORY RESPONSIBILITIES: None
QUALIFICATIONS:

• Associates degree or equivalent experience required.
• Organized and focused with the sense of urgency to meet deadlines.
• Effective communicator who possesses a pleasant and professional phone personality.
• Solid negotiation skills. Responsive people person and team player with the ability to work with all levels of employees and customer types and meet deadlines in a fast-paced environment.
• Must possess the ability to make decisions using facts and exercise sound judgment daily.
• Strong financial and analytical abilities as it related to credit and collections are required.
• Solid skills with MS Office required
• SAP strongly preferred in credit and collections.
• Accounting knowledge for cash posting is preferred.
• Knowledge of pre-lien notices, bond claims, and actual lien filings.
• Knowledge of account reconciliation and cash posting.

WORK ENVIRONMENT/PHYSICAL DEMANDS WORKSHEET

IN AN EIGHT (8) HOUR WORK DAY, THIS JOB REQUIRES: R - Rarely (Less than ½ hour per day) O - Occasionally (½ - 2½ hours per day) F - Frequently (2½ - 5½ hours per day) C - Continually (5½ - 8 hours per day) N/A - Not Applicable PHYSICAL REQUIREMENTS: R O F C N/A Comments Sitting X Stationary Standing X Walking X Ability To Be Mobile X Crouching (bend at knees) X Kneeling/Crawling X Stooping (bend at waist) X Twisting (knees/waist/neck) X Turn/Pivot X Climbing X Balancing X Reaching Overhead X Reaching Extension X Grasping X Pinching X Pushing/Pulling: Typical Weight X Pushing/Pulling: Maximum Weight X Lifting/Carrying: Typical Weight X Lifting/Carrying: Maximum Weight X Manual Dexterity (Keyboarding) X Talking in Person x Talking on Telephone X Hearing in Person X Hearing on Telephone X Other Sensory Requirements: Environment Setting: Exposures to fumes X Exposures to chemicals X Exposures to vibrations X Exposures to excessively loud noise X Exposures to heat, cold, humidity, etc X Any of Exposures Operation of Equipment X Company Laptop Operation of Tools X Operation of Vehicles X Other Environmental Requirements
The above is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements.