Job Description

The Credit & Collections Specialist functions as a member of Credit Department, reporting to the Director of Credit. The primary function of this position includes the collection of past due accounts, payment applications, credit analysis, plus identifying and assisting in the resolution of billing disputes which impede timely collections of our outstanding A/R. Timely collections are imperative to the success of our company.

Essential Duties

• Work in the collections department to support internal and external customers under the direction of the Director of Credit
• Review regularly the status of collections to ensure accounts receivable are meeting the company requirements
• Assistant in the processing of lien notices and lien waivers
• Prepare and send AR past due notices.
• Make phone calls to collect/resolve past due balances.
• Log all activity on spreadsheet (comments).
• Discuss delinquent accounts with sales team and Director of Credit as needed and required per company procedures.
• Act as an intermediate between sales and customer to help resolve disputes, resulting from not limited to, mis-shipments, pricing, invoicing errors and credit memos.
• Review orders on credit hold. Either release order or advise.
• Extend credit to customers in accordance with established policy, limits and terms.
• Analyze requests for credit and plan investigation
• Evaluate trade/bank references, financial statements, credit reports, and guarantees.
• Discuss with Director, when necessary, questionable or special applications for credit.
• Submit credit applications to the credit manager, with all necessary reports, data and analyses for review.
• Submit any adjustments or check requests within a timely manner.
• Perform reconciliation of misapplied cash, duplicate payment, or questionable invoicing within a reasonable timeframe.
• Provide, upon request, copies of source documentation (i.e. invoices, proof of delivery request, etc.).
• Collect and enter necessary information to set up project accounts in database

Qualifications

• Proficiency in Microsoft Office applications and commercial credit/collections processes.
• Credit & Financial Analysis experience helpful.
• Intermediate/Advanced in Microsoft Excel.
• Experience in a high-growth, high transaction environment.
• Minimum of 2-3 years previous commercial credit and collections experience.
• Degree in Accounting, Finance or related field

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