Assistant Credit Manager

Dana Innovations Inc • San Clemente, CA

112d

About The Position

The Assistant Credit Account Manager supports the credit and collections team in managing customer credit accounts, evaluating creditworthiness, monitoring payment performance, and ensuring timely collections. This role is instrumental in maintaining healthy cash flow, mitigating financial risk, and enhancing customer relationships. Success in this role is defined by maintaining low delinquency rates, proactively managing risk, consistently improving collection efficiency, and contributing to the improvement of credit policies and processes. The ideal candidate will also demonstrate a proven ability to transform continuous improvement strategies through the use of AI tools and external research focused on accounts receivable (AR), and must have prior managerial experience.

Requirements

• 1–3 years of experience in credit, collections, or accounts receivable, with a successful track record in similar roles.
• Must have prior managerial experience overseeing AR or credit-related functions.
• Proficiency in Microsoft Office tools including Word, Excel, Outlook, and PowerPoint.
• Strong analytical and problem-solving skills with knowledge of general ledger and accounting principles.
• Excellent communication skills, both verbal and written, with friendly and professional phone etiquette.
• Ability to build and maintain positive relationships with both internal and external customers.
• Strong work ethic with a disciplined, self-motivated approach.
• Capable of performing effectively in a fast-paced, dynamic environment with frequent tight deadlines and shifting priorities.
• Experience implementing ERP systems (e.g., SAP, NetSuite, Oracle); PeopleSoft experience a plus.
• Highly organized with strong time management skills and attention to detail.

Responsibilities

• Monitor and manage aging reports, contacting customers to resolve past due balances and maintain delinquency within targets.
• Analyze credit data and financials to assess creditworthiness for new and existing accounts, including setting and adjusting terms and credit limits.
• Reconcile accounts by investigating deductions, overpayments, and resolving discrepancies with customers.
• Respond to credit inquiries from vendors, external customers and internal stakeholders.
• Collaborate with sales and customer service to resolve invoice disputes and deductions.
• Maintain accurate records of credit and collections activity in ERP/CRM systems.
• Prepare credit risk summaries, aging reports, and support month-end AR closing processes.
• Continuously improve credit documentation, policies, and procedures to ensure compliance with internal standards and PC compliance requirements.
• Suggest process improvements to reduce AR issues and improve collections efficiency.
• Lead small-scale credit or collections initiatives and mentor junior team members on credit policies and documentation standards.
• Implement and leverage AI tools and external research to enhance credit and AR strategies and drive continuous improvement.

What This Job Offers

• Career Level: Entry Level
• Number of Employees: 11-50 employees