Credit Analyst I
About The Position
Boland is a leading HVAC and building systems provider serving the DC, Maryland, and Northern Virginia region. We deliver sustainable, energy-efficient solutions to commercial, industrial, and institutional clients. Why Boland: Named "Best Place to Work" by Washington Business Journal 18 times Industry leader in advanced HVAC technology Strong culture of training, growth, and support Credit Analyst I: To be a member of the Finance and Accounting Department with a major focus on the collection of accounts receivable and reporting/reconciliation. Maintain excellent client service both internally and externally.
Requirements
- Associate's degree or equivalent combination of education and experience
- Proficient in MS Office/ Outlook & Adobe
- Ability to prioritize tasks, detail-oriented, organized
- Great thinking and listening skills, team-oriented, works well independently, sense of urgency
- Sitting for extended periods of time
- Ability to work in a standard office environment
Nice To Haves
- Preference 1-2 years of experience in Accounting or Credit Related Duties
Responsibilities
- Answer incoming clients' inquiries regarding current and delinquent invoices, account status, etc.
- Call/correspond on past due accounts with clients
- Record correspondence with clients in Collection notes
- Follow up promptly on client promises/requests
- Proactively contact clients on large balances that are not past due
- Prepared receivable adjustments, check refund requests, and credit requests for approval
- Correspond with Account Executives, Project Managers, and other departments to discuss past due invoices
- Attend bi-monthly Credit & Collections Team meetings
- Recommend Client account credit holds
- Recommend Client accounts for 3rd party Collections
- Assist (as needed) with reconciling on-account monies/credits
- Obtain necessary tax-exempt certificates
- Maintain client master files within accounting software
- Attend & Participate in Credit and Collection Team Meetings
- Other duties as assigned
Benefits
- Excellent pay and benefits
- Great and supportive work environment
- Professional training and growth
- Generous educational assistance program
- Recognition and outstanding co-workers!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
