Credit & Collections Specialist

As a member of the Accounting and Finance Team, the Credit & Collection Specialist has two primary responsibilities, leading the collections initiative and evaluating credit risk for the company in a way that corresponds with our corporate values.    

Primary responsibilities include but are not limited to: 

• Collect all accounts receivable (which include the following):

• Phone calls and emails
• Resolution of problems/disputes/discrepancies
• Legal activity with guidance from the CFO

• Evaluate acceptable credit risk of our customers using Dunn & Bradstreet data as well as the customer’s past payment history with us
• Evaluate customer credit limits and credit status as needed
• Review Dunn & Bradstreet for significant changes to our customers’ credit status
• Reply to customer inquiries/emails/voicemails
• Evaluate and identify key issues driving delinquency of payment from the customer and make suggestions and/or develop possible solutions to improve the collection process.
• Provide a high level of customer service to both internal and external customers in order to secure timely payment for outstanding invoices.
• Work with Sales Team to identify and resolve issues and submit corrections.
• Maintain detailed documentation in our ERP system of all collection and credit activity
• Contact internal and external customers via email and phone in order to provide or receive information regarding A/R collection.
• Perform other duties as required
• Maintain and process all invoices for customers on web portals
• Maintain professional working relations with Associates and Customers
• Required “Soft skills” – Patience, persistence, ability to “stand your ground” (with both internal and external contacts), willingness to have a difficult conversation

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

• Bachelor’s Degree (B.A.) from four-year college or university; or one to two years’ related experience and/or training; or equivalent combination of education and experience.

Skills/Competencies

• A keen attention to detail with strong organizational skills

• Ability to work independently and manage multiple tasks, prioritize, follow up
• Excellent written and verbal communication skills
• Committed team player with caring attitude
• Knowledge of Dunn & Bradstreet software, and Epicor Profit 21 is a plus

Language Ability:

Ability to read and interpret Purchase orders and tie them back to our invoices.   Ability to explain complex invoicing to customer Accounts Payable contacts., both in written form and verbally.  

Math Ability:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
 

Computer Skills:

To perform this job successfully, an individual should have knowledge of and be proficient in Microsoft Office and Excel.  Be comfortable navigating a variety of web interfaces for handling the invoices on web portals, or for researching payment status.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duty of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and reach with hands and arms.  The employee is occasionally required to stand and walk as well as be able to speak and hear.  An employee would need to be able to have the ability to have clear vision at 20 inches or less.