Credit and Collection Analyst

Convergint • Carrollton, TX

19h • Onsite

About The Position

Convergint is looking for a full-time, enthusiastic, results-driven, and critical-thinking Credit and Collection Analyst for our Operations side of collections. This role is responsible for managing current and past-due accounts through email and phone outreach, tracking invoice status, and maintaining strong customer relationships. Additional duties include working with customer portals, sending pre-lien notices and exercising lien rights when necessary, handling lien waivers, resolving disputes, and maintaining accurate AR account records and reports. As a Credit and Collection Analyst, you will be part of a dynamic team that offers opportunities to grow as Convergint grows.

Requirements

• Excellent interpersonal, verbal, and written communications skills and ability to deal with a wide cross section of people both internal and external to the business
• Must be detail-oriented, organized, able to prioritize and multitask, work independently, think critically, and follow through effectively
• Intermediate to advanced knowledge of Microsoft Word, Excel, and Outlook required
• Solid accounts receivable knowledge
• Strong proficiency in financial software including ability to track invoices, running reports, data entry, etc.
• Background in finance and accounting
• Customer service oriented
• High School/GED or equivalent experience
• Minimum 3 years collections, billing, and/or financial experience

Nice To Haves

• Knowledge & experience in Texas Lien Laws / Bond Claim process a plus
• Knowledge of process in sending Notice to Owner, Liens, and Bond Claims a plus
• Prior collections experience in a Construction/Project based organization a plus

Responsibilities

• Managing current and past-due accounts through email and phone outreach
• Tracking invoice status
• Maintaining strong customer relationships
• Working with customer portals
• Sending pre-lien notices and exercising lien rights when necessary
• Handling lien waivers
• Resolving disputes
• Maintaining accurate AR account records and reports
• Following up on payments due via email, phone, and customer portals
• Maintaining detailed notes on invoice status, aging, and customer communications
• Communicating customer invoice requirements to the billing team, Project Managers, and Project Coordinators to support timely payment
• Reviewing invoices for accuracy and correct purchase order requirements
• Reconciling disputed balances / amounts on customer accounts
• Acting as a liaison between the customer, AEs, Ops, and Service to resolve billing issues
• Working with the lien agent, AR Supervisor, and Director of Credit in sending pre-lien notices, and identifying accounts that require lien or bond claims to be filed
• Assisting the manager with monthly revenue forecasting and monitoring performance against projections
• Performing other duties and responsibilities as requested or required

Benefits

• 10 Company Holidays and Paid Time Off starting at 13 days annually
• Fun & Laughter Day Off
• Medical, Dental & Vision Plan
• Life insurance & Disability Plan
• Wellness Program
• 401K Matching Plan
• Colleague Assistance Program
• Tuition reimbursement
• Competitive salary and compensation plan
• Vehicle reimbursement plan or company vehicle (if applicable)
• Corporate Social Responsibility Day
• Cell phone reimbursement (if applicable)
• Paid parental leave

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED