Credit and Collections Specialist
Roessel Joy
Credit And Collections Specialist
What You'll Do: As a Credit and Collections Specialist, you'll be on the front lines of managing accounts, ensuring timely collections, and resolving issues that impact both our business and customers. Your key responsibilities will include:
- Reviewing aging reports and following up on overdue accounts.
- Setting up and monitoring payment plans with customers.
- Resolving discrepancies and short payments on accounts.
- Collaborating with Sales and Customer Service teams to manage account-related issues.
- Processing payments, credits, and account adjustments.
- Assisting with credit applications and ensuring smooth order processing.
- Handling customer inquiries about billing, payment schedules, and account status.
You'll be the go-to person for resolving account-related issues, setting up payment arrangements, and ensuring our credit policies are followed. With your attention to detail and proactive approach, you will maintain strong relationships with customers and internal teams alike. This is not a managerial position—while you'll play a key role in managing accounts, you will not be responsible for overseeing or managing other team members.
Qualifications: To succeed in this role, you should have a blend of experience and skills that help you efficiently manage accounts and maintain excellent customer relationships. Here's what we need:
- High school diploma required, associate or bachelor's degree in accounting, Finance, Business, or related field preferred.
- 2-4 years of experience in credit and collections or a similar role, with a background in accounts receivable or financial operations.
- Strong communication skills, both written and verbal, to interact effectively with customers and internal teams.
- Proficient in Microsoft Office Suite (Excel, Word, Outlook); familiarity with ERP or accounting software is a plus.
- Ability to analyze discrepancies and resolve billing or payment issues.
- Excellent organizational skills, with the ability to manage multiple accounts and prioritize tasks.
- Problem-solving mindset to handle disputes efficiently and with professionalism.
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