Credit and Collection Analyst

Convergint Career•Carrollton, TX

6d•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. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers.

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.
Education: High School/GED or equivalent experience
Minimum Experience: 3 years collections, billing, and/or financial

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.
Very adaptable – responds effectively to changes in situation or information.

Responsibilities

Following up on payments due via email, phone, and customer portals.
Maintaining detailed notes on invoice status, aging, and customer communications.
Communicates customer invoice requirements to the billing team, Project Managers, and Project Coordinators to support timely payment.
Reviews invoices for accuracy and correct purchase order requirements.
Reconciles disputed balances / amounts on customer accounts.
Acts as a liaison between the customer, AEs, Ops, and Service to resolve billing issues.
For Operations AR, works 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.
Assists the manager with monthly revenue forecasting and monitors performance against projections.
Performs other duties and responsibilities as requested or required.