Job Description
Job Description
Description : Job Description
Title : Credit and Collections Specialist
Department : Corporate / Accounting
Reports to : Credit Manager
Salary Range : Job Summary
The Credit and Collections Specialist will manage and review customer accounts daily. This position is responsible for various accounts receivables duties including reviewing credit applications and references, investigating past due payments and delinquent accounts. This position will work closely with Inside Sales Managers and Sales Assistants at the plants to maintain accurate customer account information, terms of sale and customer credit extensions when appropriate along with the Credit Manager.
Education and Experience
- Associate’s degree minimum, bachelor’s degree in a related field of study preferred
- 1-3 years previous credit or collections experience, preferably in a large manufacturing setting
- Resources and tools for establishing customer accounts
- Experience with high volume invoicing and accounts receivables
- Experience with large quantities of customer accounts of all sizes
- Experience handling past due accounts, delinquent accounts and collection procedures
- Familiar with D&B online services or other similar credit resources
- Experience in having tough conversations with customers while maintaining professionalism and tact
Summary of essential job functions
Key responsibilities include but are not limited to :
Maintaining accurate and current customer account informationEstablishing customer credit capacity based on references and job sizesMaintaining established procedures and etiquette when dealing with past due and delinquent accountsCommunicating effectively with customers to establish payment methods and payment plans when neededCommunicating with the accounting and financial team to resolve problems and issues as they occurRequirements : Minimum Requirements
Must be proficient with Microsoft Office applications including Word, Excel, Power Point and OutlookAbility to multitask and stay focused in a fast-paced work environmentAbility to read customer general ledger accountsAbility to learn and use company specific ERP softwareHigh volume data entry, time management, organization, filing and people skills are requiredAbility to occasionally move / lift smaller items weighing up to 25 lbs.