What are the responsibilities and job description for the Credit and Collections Specialist position at Taco, Inc.?
As a family-owned and operated company, we feel a special obligation to the employees who comprise our Taco family. We are committed to offering employees access to the tools necessary to live long and productive lives. We strive to instill in all of our employees:
- A positive mental attitude that helps us to be a leader in the industry
- A commitment to building strong relationships, both inside and outside the organization
- A desire to learn, grow, and contribute to moving our strategy forward
- A need to create and to innovate
Employment Type: Regular Full Time Hourly
Shift: 1st Shift
Work Status: Hybrid
Position Summary
The Credit and Collections Specialist is responsible for monitoring accounts receivable aging reports, identifying overdue accounts, and proactively contacting customers to secure payments. This role supports the credit application and credit limit review process and provides coverage for the cash application process.
Measures of success:
- Accurate and timely communications with customers on overdue accounts
- Maintain targeted levels of aged accounts receivable
- Successful relationships and coordination with departments outside of Finance
- Maintain accurate and organized files and records
Responsibilities
Responsibilities include but are not limited to:
- Monitoring accounts receivable aging reports, identifying overdue accounts, and proactively contacting customers to secure payments
- Maintains accurate records of all customer communications and payment arrangements
- Investigate and research payment discrepancies to resolve overdue invoices
- Supports the new customer set-up process and assesses credit limits as assigned
- Performs as a back-up for the Accounts Receivable Specialist
- Handles incoming calls and emails
- Provides administrative support
Qualifications
Required:
- High School Diploma or equivalent
- 5 years of accounts receivable and collections experience
- Proficient in financial software or accounting systems
- Attention to detail, commitment to accuracy and demonstrated organizational skills in a high-volume environment
- Excellent teamwork and communication skills with the ability to collaborate internally and externally to resolve discrepancies
Preferred:
- Associate Degree in Accounting
- Experience in manufacturing industry
- Intermediate or advanced-level Excel knowledge, including pivot tables and formulas
- Knowledge of Enterprise Resource Planning (ERP) systems
Work Environment:
This position works primarily in an office environment using computers and technology. Verbal and auditory capability are required. Occasional exposure in production plant where large equipment and noise are prevalent. Safety gear is required in these areas.
This position may work from home up to 2X/week if performance is in good standing. The hybrid schedule may begin once the Supervisor, Accounts Payable has approved the appropriate level of job knowledge and performance.
Management:
This position has no direct reports.
Benefits
With nearly 1,000 people working at Taco worldwide, each with their own story, you will discover a sense of community and diverse, intelligent colleagues who help us innovate, create and explore.
Taco employees benefit from a company that:
- Provides competitive salaries and benefits
- Offers tuition reimbursement, career development, and on-site training programs in our learning center
- Believes in sharing profits with its employees
- Is mindful about family, health and well-being
- Fosters conditions that allow people and communities to reach their full potential
- Embraces and celebrates diversity
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