Commercial Credit and Collections Analyst III
About The Position
The Commercial Credit and Collections Analyst III position reports to the Supervisor of Commercial Credit Services. This role involves conducting daily collection calls and periodic customer visits to resolve account receivable balances through various communication channels. The analyst will build strong internal and external customer relationships, reconcile accounts, resolve billing issues, and review/approve Commercial job sheets. A key responsibility includes protecting lien rights on jobs over $25K. The role also requires managing incoming calls via a rollover phone system, resolving complex credit problems, and collaborating with Sales, Billing, Branches, and other departments regarding past-due accounts. Additionally, the analyst will review order holds, make recommendations on hold/release status, and provide monthly portfolio risk and performance updates to their supervisor. Experience working with remote teams and building relationships with them is essential.
Requirements
- Requires a bachelor's degree or at least 3 years of equivalent work experience.
- Proficient in Microsoft Office and other productivity software systems.
- Advanced Excel skills are required.
- Strong understanding of Construction credit and bond/lien laws.
- Strong analytical, numeracy and research skills.
- Solid customer service, negotiation and leadership skills.
Nice To Haves
- Knowledge of SAP and Get Paid are highly desirable.
Responsibilities
- Conduct daily collection calls and periodic customer visits to resolve account receivable balances via telephone, email, and customer portals.
- Build internal and external customer relationships in a professional manner.
- Reconcile accounts and resolve billing issues within assigned portfolio in a timely manner.
- Review and approve Commercial job sheets.
- Protect all lien rights on jobs over $25K within assigned portfolio(s).
- Remain in rollover phone system while answering incoming calls.
- Resolve complex credit problems and request assistance on highly sensitive accounts.
- Regularly communicate with Sales, Billing, Branches, and other departments regarding past-due accounts.
- Review order holds and make recommendations on hold/release within established department guidelines.
- Provide monthly updates to supervisor regarding portfolio risk and performance.
- Build relationships with remote teams, including Sales, Billing, and Branch personnel.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
