Credit & Collections Analyst

Credit & Collections Analyst Job Description Template

Our company is looking for a Credit & Collections Analyst to join our team.


  • Provide research and support for audit requirements;
  • Setting credit limits for new and existing customers;
  • Other duties as required;
  • Work with colleagues in the Sales and Operations departments in order to research and resolve deductions and chargebacks;
  • Follow through on “action items” and various projects assigned by direct supervisor;
  • Be assertive yet sensitive using communication techniques in dealing with delinquent customers;
  • Conduct daily collection calls and proactively monitor outstanding account receivables in accordance with the company’s collection process;
  • Actively monitor and document customers whose aging becomes severe;
  • Receive, review and resolve customer questions and issues regarding account balances in a courteous manner;
  • Participate in special projects and perform other activities as needed;
  • Complete various projects as requested;
  • Work with Billing Team to resolve systemic billing process issues, and contribute to continuous process improvement;
  • Provide collection progress updates;
  • Distribute monthly client AR statements. Reconcile AR records to client records (invoices, payments, credits, etc), as needed;
  • Assist in developing cash receipts forecast based on client collection activity.


  • Ability to lead, build and motivate accounts receivable team per company policies and procedures;
  • Providing the highest level of customer service is of utmost importance to you;
  • A minimum of 2 years Credit and Collections experience preferred;
  • Ability to work under pressure and perform tasks as required;
  • You have a positive attitude and are motivated to do the best work possible;
  • High attention to detail and ability to manage tasks simultaneously;
  • Bachelor’s degree in Accounting or Finance preferred;
  • Knowledge of and ability to apply accounting principles and procedures;
  • Excellent teamwork skills and capable of working independently;
  • You have strong written and verbal communication skills and are able to interact in a positive and professional manner at all times;
  • Understanding of basic accounting processes;
  • Ability to compose letters, e-mails and faxes pertaining to issues with customers;
  • Ability to interpret, comprehend, and independently execute with high levels of accuracy work instructions;
  • Excellent customer service and interpersonal skills, superior telephone etiquette;
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.