Accounts Receivable Specialist

Packard Culligan Water•Minnetonka, MN

2d•Onsite

About The Position

This role is responsible for managing credit and collections activities for Commercial and Industrial (C&I) customers to minimize bad debt and ensure timely payment of accounts. This role supports the office by maintaining accurate customer account records, conducting credit investigations, and resolving delinquent accounts while delivering exceptional customer service. The specialist will also navigate and update 3rd party customer portals. This opportunity is with the Packard Culligan franchise group, a family-owned and operated company for nearly 80 years, headquartered in Minnetonka, MN. Culligan is recognized as the industry leader in commercial and residential water treatment and filtration systems, providing optimal drinking water solutions to local customers.

Requirements

Attention to Detail: Accuracy in account management and documentation.
Problem solving: Ability to resolve billing issues and negotiate payment solutions.
Customer Orientation: Balance empathy with enforcement of credit policies.
Communication Skills: Professional verbal and written communications with customers and internal teams.
Integrity and Compliance: Adherence to legal and ethical collection practices.
A high school diploma or equivalent is required.

Responsibilities

Manage credit approvals for new C&I customers.
Maintain accurate and up-to-date collection files for C&I customers, including account analysis and documentation.
Review daily Aging and Collection Reports for C&I customers to monitor outstanding balances and delinquency status.
Initiate outbound calls and send collection letters for accounts at 60+, 90+ and 120+ days past-due for C&I customers.
Negotiate payment arrangements with C&I customers and document agreements in the system.
Manage 3rd party portals.
Cancel or hold deliveries for accounts in delinquency status per company policy.
Process and manage C&I customer bankruptcies in coordination with management.
Provide updated payment status reports for C&I customers to the Office Manager and relevant departments.
Respond promptly and professionally to C&I customer inquiries regarding billing, payments, and account status.
Research and resolve discrepancies, including invoice errors and misapplied payments.
Maintain confidentiality and security of all customer financial information.
Communicate clearly and empathetically to preserve customer relationships while enforcing credit policies.
Navigate multiple computer systems to update account records and process transactions accurately.
Ensure compliance with company policies, state regulation, and fair debt collections practices.
Participate in month-end close activities and assist with reconciliation of accounts receivable.
Act as a back-up for Residential bad debt tasks.
Support other office functions as needed, including logging into the phone queue and taking customer calls, and other needs within the customer service team.
Perform other related duties as assigned or requested.