Credit and Collecions Coordinator

Key Responsibilities

Accounts Receivable

• Manage the accounts receivable process from invoicing through payment collection.
• Prepare, issue, and distribute customer invoices and credit memos.
• Post and accurately apply customer payments to accounts.
• Reconcile customer accounts and investigate discrepancies.
• Maintain accurate customer account records and aging reports.
• Monitor accounts receivable aging and identify past-due balances.
• Research and resolve billing, payment, and account discrepancies.
• Coordinate with sales, customer service, and accounting teams to resolve issues affecting payment.

Collections

• Conduct regular follow-up with customers regarding outstanding and overdue invoices.
• Contact customers by phone, email, and other appropriate methods to secure payment.
• Establish and maintain professional relationships with customers while addressing delinquent accounts.
• Document collection activities, customer commitments, and payment arrangements.
• Escalate significantly overdue or disputed accounts to management when appropriate.
• Assist with evaluating customer credit limits and payment terms as needed.
• Support efforts to reduce the company’s outstanding receivables and improve cash flow.

Qualifications

• 2 years of experience in accounts receivable, collections, billing, or general accounting.
• Experience with invoicing, cash application, account reconciliation, and collections.
• Proficiency with Microsoft Excel, including sorting, filtering, and basic formulas.
• Experience with an ERP or accounting system such as NetSuite, SAP, Oracle, QuickBooks, or similar software is preferred.
• Excellent written and verbal communication skills.