What are the responsibilities and job description for the Credit and Collections Representative position at SOUTHEAST CULVERT and Careers?
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
Mission:
1) to ensure timely collection of outstanding payments due, 2) to determine, with the Controller, when a customer should be placed on credit hold and monitor that status, 3) to ensure that customers’ POs are not accepted as-is from them, 4) to issue Notices to Contractors, Notice to Owners, lien notices, and waivers, and 5) maintain positive customer relationships while minimizing financial risk for the organization
Roles and Responsibilities:
1) to ensure timely collection of outstanding payments due, 2) to determine, with the Controller, when a customer should be placed on credit hold and monitor that status, 3) to ensure that customers’ POs are not accepted as-is from them, 4) to issue Notices to Contractors, Notice to Owners, lien notices, and waivers, and 5) maintain positive customer relationships while minimizing financial risk for the organization
Roles and Responsibilities:
- Monitors Accounts Receivable and makes collection phone calls or sends emails to encourage payments.
- Applies cash, check, ACH, and wire collections to invoices
- Creates bank deposits from cash and check collections, applying miscellaneous receipts to proper GL accounts.
- Documents collection activities
- Accesses customer records for answering customer inquiries about invoices, and for reprinting invoices.
- Prepares and sends monthly customer statements
- Prepares and sends a monthly Accounts Receivable report to CDI Credit.
- For POs submitted by customers, ensures that SEC’s legal conditions are attached and sent back to the customer
- Sends out Notices to Contractor, Notices to Owner, Lien Notices, and Lien Waivers
- For bankruptcy and other court related notices works with the Controller and SEC legal counsel as appropriate
- Collaborates with Sales and the Invoicing person to resolve billing issues.
Competencies:
- Strong attention to detail and accuracy.
- Proficiency in Microsoft products and accounting software
- Ability to handle confidential information with discretion.
- Strong problem-solving and analytical skills.
- Excellent organizational and communication skills.
- Empathy and professionalism in customer interactions
Preferred Experience:
- High school diploma required; associate or bachelor’s degree in accounting or business is a plus.
- 5 years of experience in credit & collections.
- Experience working with general contractor companies is also preferred.