Credit Collections Specialist

The Credit & Collections/Payment Specialist role is to assist and support the manager in all responsibilities of this customer and account support department. Analysis of new customer applications for possible credit extension with workable limits and pay terms as well as resolution of the multitude of questions and issues that arise daily occupy much of the day. Close tracking, accountable and timely follow up and strong communication with our Company staff and with customers are essential to accomplishing the regular accountabilities and supporting customers who can appreciate our attention to their accounts.

DUTIES AND RESPONSIBILITIES

Collect outstanding accounts receivables on accounts with payment terms and for customers’ issuing uncollectable checks Work with Credit manager on creative solutions to collect past due AR and help keep customers’ business flowing Review and release orders for customers who hit credit hold throughout the day Evaluate customers for requested or needed account changes and review with Credit Manager Understand regulatory procedures and process necessary paperwork through the legal system for collections, liens, bonds, bankruptcy Review and analyze reports to be up-to-date and knowledgeable regarding customers’ status and act when necessary to reach or maintain department goals for delinquency, DSOs, etc Develop spreadsheets to track required specific customer information Credit & Collections/AR Specialist Deliver excellent customer service, communication and follow-through to accurately and timely resolve billing issues, service charge issues, charge backs Update customer files to maintain integrity of the information Process credit applications Review customer profiles performed by sales personnel Analyze accounts and make recommendations to the A/R & Credit/Collections Manager Set up new accounts Create and send welcome letters Review and process necessary actions on reports to include: Aging, Inactive, Open Orders, Tax Exempt, Freon, Authorized Buyers lists Update information for our Credit group and attend monthly meetings Submit needed information for credit inquiries Perform customer set up & maintenance updates from the VC as notified Help develop new processes and improve existing ones Write and update SOPs for training, reference & documentation Research & resolve customer issues timely Apply customer payments daily; accurately & per customer instructions (checks, a/r payment report, VC emails & cash box reports) Prepare and maintain schedules for invoices/statements, month end close, year-end close Provide excellent Customer Service: resolve billing & payment application issues accurately and expediently Research and resolve system problems timely Process and distribute invoices and statements (via mail, fax, email) Process Credit Card Payments for payments on account

QUALIFICATIONS

High school diploma or GED Minimum 2 years collections experience with contractors and/or with small business to business relationships #J-18808-Ljbffr firstPRO, Inc