Credit Collections Coordinator: 26-00138

Job Description

Job Description

CREDIT COLLECTIONS COORDINATOR

 
Location; El Segundo, CA

 
JOB DESCRIPTION

The credit and collection coordinators primary focus are to manage a portfolio of assigned accounts to ensure collection efforts are exhausted, and the accounts are firmly reconciled.  
This role is responsible for but not limited to maximizing cash collections and minimizing bad debt. This role shall meet and exceed collection metrics and departmental objectives. This role requires interpersonal communication and organizational skills. This role must also be able to adapt to a fast-paced environment and high-volume transactions. Candidates must be self-motivated, self-directed, and adept at establishing each day's agenda according to workflow and developing situations. 

KEY RESPONSIBILITIES

• Responsible and accountable for a portfolio of customer accounts by collecting on outstanding receivables; minimize bad debt or write off by ensuring accounts are handled timely, appropriately, and per company policy.  
• Proactive contact and consist of follow up with customers on outstanding and past due balances. 
• Keeps accurate and up-to-date notes or documentation on all collection efforts. 
• Provides customer service regarding collection issues and disputes, customer refunds, maintenance of accounts for adjustments, account reconciliation, order holds and releases, and credit line increase needs. 
• Able to organize, prioritize, and manage multiple responsibilities in a high volume, fast-paced environment. 
• Research, reconcile, and resolve billing discrepancies by working with the appropriate billing areas and escalating to management as necessary.
• Utilize appropriate judgment in resolution of adjustments, disputes, unapplied payments, reconciliation, and placing accounts on hold due to payment delays or delinquency. 
• Escalate passive accounts as per the departmental calculation.
• Assist in preparing documentation for submission of customers to third-party agencies and/or write-offs. 
• Build and maintain strong working relationships with internal and external customers. 
• Manage reports and analyze data pertaining to their portfolio.
• Participate in meetings, projects, process improvement initiatives, trainings, and other collection related tasks as identified by management. 
• Cross train with peers and leaders on customer portfolios for coverage purposes. 
• Handle distribution of customer invoices and statement.
• Handle incoming and outgoing, phone calls and emails. 

QUALIFICATIONS

• Minimum 5 years collection experience.
• Bachelors degree in Finance or Accounting, or relevant experience in lieu of a degree 
• Experience with SAP, or other large ERP and strong skills to learn SAP. 
• Customer Service, negotiation skills, and attention to detail. 
• Effective communication, organization, analytical, and problem-solving skills.
• Proficient and Microsoft Office, particularly Excel, and inter-company software.
• Strong sense of urgency.

DESIRED SKILLS

• Credit Risk Management / Financial Statement Analysis.
• CoPilot / AI Experience.
• Data Analytics skill.

 

Company Description

Platinum Resource Group is a professional level consulting firm, providing resources to Fortune 1000 client companies in the areas of technology, human resources, accounting, finance, business systems and supply chain, on a contract and interim basis. PRG has operations in Orange County, San Diego, Los Angeles and San Francisco. As a W-2 employer we offer our consultants direct deposit bi-weekly payroll, health, dental, vision benefits, and referral bonuses.

Company Description

Platinum Resource Group is a professional level consulting firm, providing resources to Fortune 1000 client companies in the areas of technology, human resources, accounting, finance, business systems and supply chain, on a contract and interim basis. PRG has operations in Orange County, San Diego, Los Angeles and San Francisco. As a W-2 employer we offer our consultants direct deposit bi-weekly payroll, health, dental, vision benefits, and referral bonuses.