Credit and Collections Specialist
$60k - $75kCreative Financial Staffing
Credit & Collections Specialist
Location: Ossining, NY
Compensation: $60,000 – $75,000
Work Arrangement: 100% Onsite
About the Opportunity
Our client is seeking a Credit & Collections Specialist to join their accounting team. This role is ideal for someone who enjoys building customer relationships while ensuring timely collections and maintaining healthy accounts receivable balances. The ideal candidate is organized, detail-oriented, and comfortable communicating with customers to resolve outstanding balances.
Key Responsibilities
- Manage a portfolio of customer accounts and follow up on past-due invoices
- Contact customers via phone and email to resolve outstanding balances professionally and efficiently
- Research and resolve billing discrepancies, payment issues, and account questions
- Evaluate customer creditworthiness and assist with establishing or adjusting credit limits
- Monitor aging reports and prioritize collection efforts
- Apply customer payments and reconcile accounts receivable balances
- Work closely with the Sales, Customer Service, and Accounting teams to resolve account issues
- Prepare weekly aging reports and collection updates for management
- Maintain accurate customer records and detailed collection notes
- Assist with month-end closing activities related to accounts receivable
- Support process improvements and special projects as needed
Qualifications
- Associate’s or Bachelor’s degree in Accounting, Finance, or Business preferred
- 2+ years of credit, collections, or accounts receivable experience
- Strong understanding of credit and collection best practices
- Excellent customer service and negotiation skills
- Proficiency in Microsoft Excel, including Pivot Tables and VLOOKUP/XLOOKUP
- Experience with ERP systems such as SAP, Oracle, NetSuite, Microsoft Dynamics, Sage, or similar
- Strong organizational skills with the ability to prioritize multiple tasks
- Excellent written and verbal communication skills
Why Apply?
- Competitive salary and comprehensive benefits package
- Stable, well-established organization with continued growth
- Collaborative and supportive team environment
- Opportunity to make an immediate impact within the accounting department
- Professional growth and advancement opportunities
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