Credit and Collections Specialist Job Description Template
Our company is looking for a Credit and Collections Specialist to join our team.
Responsibilities:
- Generate standard reporting;
- High volume data entry (Proficient user of SAP, Microsoft Excel and Microsoft Word);
- Provide written correspondence to customers;
- Gather credit information;
- Will be responsible for making outbound calls to current business customers and always providing excellent phone etiquette;
- May retrieve and review billing system reports to identify delinquent accounts;
- Update account profiles with new billing/account information;
- Performs other duties as assigned or apparent;
- Investigate and resolve customer inquiries;
- Processing all credit applications for terms and creating accounts within company software;
- Ensure timely receipts of payments and postings to customer accounts;
- Logging in/recording of revenue and credit card transactions;
- Submission of customer statements, invoice, credit memo’s to customers;
- Documents credit and collections activity for assigned accounts;
- Enters customer service agreements into the Company’s data tracking systems.
Requirements:
- Minimum of 1+ year(s) of recent and stable experience is a must;
- Strong mathematical skills;
- Proficient knowledge of credit balances and 1st party business to business collections (Accounts Receivables);
- Professional verbal and written communication skills;
- Solid User of SAP, Microsoft Excel and Microsoft Word;
- Must possess a CAN DO attitude;
- Excellent writing and organization skills;
- Must maintain a valid driver license and auto insurance coverage;
- Knowledge of Billing and Collections procedures;
- Excellent skills are essential (Microsoft Office: Excel, Work, Outlook);
- Detail oriented and the ability to proactively recognize and resolve issues;
- Associates or Bachelor’s degree preferred;
- Proficient in Microsoft Excel and Outlook;
- Excellent written and verbal communication skills;
- Must be professional and have good job stability.