Credit/Collections Specialist

Job Description

Job Description

Position Overview

We are seeking an experienced Credit/Collections Specialist to manage, including both accounts receivable and notes receivable activities. This role is responsible for accurately posting customer payments, maintaining account integrity, supporting collections, and collaborating cross-functionally to ensure timely and accurate financial operations.

Key Responsibilities

• Post and apply customer payments accurately and in a timely manner
• Maintain customer accounts and investigate/resole payment discrepancies
• Respond to internal and external inquiries related to invoices, balances, payments, and reconciliations
• Prepare customer statements, finance charges, and weekly/monthly AR reports
• Monitor and resolve unapplied payments in accordance with company guidelines
• Support month-end close, aging reports, and reconciliation activities
• Partner with ownership and leadership on delinquent accounts and collections efforts
• Process credit applications and set up new customer accounts in the system
• Initiate ACH transactions and maintain ACH account information
• Collaborate with customer service to release orders for shipment
• Work closely with legal counsel and leadership on Notes Receivable setup and management
• Maintain notes receivable records, including interest updates
• Code miscellaneous receivable payments and process customer refunds
• Provide support for additional accounting and AP tasks as needed

Qualifications

• Prior experience in accounts receivable/credit/collections or general accounting required
• Strong attention to detail with a high level of accuracy
• Excellent communication and organizational skills
• Ability to manage multiple priorities and work independently
• Proficiency in Microsoft Office (Excel and Outlook required)
• Experience with Great Plains accounting software preferred