Why is This a Great Opportunity?
This role offers the opportunity to work in a collaborative and fast-paced environment while making a direct impact on the organization’s financial stability. As a Credit & Collections Specialist, you will play a crucial role in managing receivables, analyzing credit data, and working with customers to resolve outstanding balances. This position provides a strong foundation in credit risk analysis and financial operations, offering valuable experience in accounts receivable and collections. With opportunities for professional growth and hands-on experience with financial systems, this is an excellent role for individuals seeking to enhance their expertise in credit and collections.
Job Description:
The Credit & Collections Specialist is responsible for evaluating customer creditworthiness, managing outstanding receivables, and ensuring timely collections. This position involves working closely with customers, internal departments, and third-party agencies to maintain accurate records and resolve account discrepancies. Key responsibilities include:
• Analyzing credit data and financial information of new and existing accounts to assess risk.
• Evaluating customer payment history and purchase activity to recommend appropriate credit terms.
• Following up with customers to resolve outstanding invoices and collection issues.
• Coordinating with management to determine accounts that should be escalated to third-party collection agencies.
• Posting customer payments by recording cash, check, and credit card transactions.
• Reconciling invoices, payments, debits, and credits to maintain accurate records.
• Investigating and verifying discrepancies by working with internal teams and customers.
• Processing adjustments for valid deductions and ensuring accurate financial reporting.
• Preparing reports summarizing receivables and account statuses.
• Maintaining confidentiality and adhering to ethical financial practices.
Qualifications:
• 3–5 years of experience in accounts receivable, credit administration, or a similar role.
• Proficiency in Microsoft Office, particularly Excel.
• Knowledge of sales tax regulations and compliance.
• Experience with Intellidealer or similar financial systems is a plus.
• High school diploma or equivalent required; additional education in finance or accounting preferred.
• Strong attention to detail, analytical skills, and ability to adapt to changing processes.
• Effective communication skills for interacting with customers and internal teams.
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