Overview :

Credit & Collections Specialist

The Credit and Collections Specialist will manage customer accounts to ensure timely and accurate payments are applied to accounts.

The Credit and Collections Specialist will be responsible for the accounting tasks, analysis, and problem resolution related to processing AR and maintaining accurate account records.

The Credit and Collections Specialist will seek opportunities to train, support, and guide AR team members while supporting the supervisors as needed to help drive the achievement of KPIs for the entire team.

Responsibilities :

• Monitor customer accounts to ensure timely and accurate payments and identify accounts that need to be prioritized and escalated.
• Collect on delinquent customer accounts.
• Process credit applications, performs credit inquiries, and determine credit limits for customer accounts.
• Evaluate accounts, establish payment plans, and maintain proper follow-up with customers.
• Process refunds, debits, credits, customer account statements and past due correspondence to keep all accounts up to date.
• Provide quality customer service while maintaining customer files.
• Research customer discrepancies, review and act on any deviation from client payments plans, and keep AR system as clean as possible.
• Maintain relationships with Sales Reps to keep accounts accurate and identify potential customer issues and changes.
• Review and release orders on hold for credit limit issues and notify customers of orders on hold .
• Process customer credit card payments and issue necessary refunds.
• Maintain database of credit applications for AR department.
• Prepare updated information for monthly AR reports.
• Serve as back-up for morning balancing, cash application, sales order approval, and mail distribution, as needed. As needed, prepare bank deposits and deposit funds on a regular basis .
• Process online invoices, pulls remittance detail and maintains updated information on customer portals.
• Train, mentor, and / or provide guidance to junior level team members on policies, processes, and systems.
• Demonstrate positive leadership behaviors including, but not limited to, meeting deadlines, following company policies, and maintaining consistent quality work.

Qualifications : Education

Education

High school diploma or GED is required; an Associates degree from an accredited college or university with a focus in Accounting, Business Administration or related discipline is preferred

Experience & Skills

• 4 years of Accounts Receivable or accounting related experience
• Knowledge of generally accepted accounting theories, principles, methods, practices, and terminology
• Proficient in Microsoft Office, especially Word, Outlook, and Excel
• Experience using ERP Systems, NetSuite experience preferred
• Possess and display excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused, and concise manner
• Demonstrated ability to interface and maintain effective relationships with all levels of employees in a team-oriented environment
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Highly reliable, proactive self-starter; can be counted on to complete assignments on time
• Ability to shift priorities, demands and timelines through analytical and problem-solving capabilities
• Must be detail oriented, self-motivated, and disciplined with the ability to multi-task

The Mazzella Way

Mazzella is a family owned company that puts people first. With over 800 employees and 30 locations we are the humble leaders in the industry.

We offer market competitive compensation and a wide range of benefits, including paid time off, affordable and comprehensive health insurance, dental, vision, 401(k) with company match, life insurance, and disability insurance.

Why Team Members join Mazzella :

• Team-oriented environment
• A real Work life / Home life balance
• Growth and Development Opportunities including a Lifelong Learning Career Path
• Humble, Hungry, Smart Culture
• Market Competitive Salaries
• Free Virtual Doctor visits with $0 copay (Teledoc)
• Tuition Reimbursement

Mazzella Core Values :

Be Safe - personal commitment to all stakeholders well-being; purposeful control of risk

Be a Lifelong Learner routinely acquire new skills and capabilities that bring value

Be Humble lack excessive ego or concerns about status; emphasize the Team over self

Be Hungry always looking for more, self-motivated, and diligent; do more than to just get by, committed

Be Smart common sense about people, good judgement, and intuition around their impact on group dynamics

Last updated : 2024-03-07