Credit and Collections Analyst

R+L Global•Ocala, FL

About The Position

Credit & Collections Analyst is responsible for initiating and managing the collection activity for a prescribed portfolio of accounts and providing backup or stand in to the Credit Analyst position in Customer Credit and Set up. Credit & Collections Analyst responsibilities and essential job functions include, but are not limited to the following: • Follow established process for new customer set up and credit investigation and establish credit limits within assigned limit level or refer for approval when outside established limit authority • Follow through on scheduled updates and reviews to existing credit limits • B2B commercial collections – nationwide, managing the collection activity for an assigned portfolio of accounts • Follow established dunning and collection follow up process and practices • Monitor customer account details for non-payments, delayed payments, short payments and other irregularities and resolve issues until credited or paid • Plan collection strategy for customer accounts • Use daily verbal and written communication through heavy phone work and email, and follow-up for collection of payment with small to large customer accounts, documenting conversations in our system in detail (tasks, payment promises, etc) • Ensure timely follow up to all delinquent accounts, by utilizing all collection and credit tools available • Alert management to any possible insolvent accounts • Investigate and resolve customer inquiries and disputes • Monthly account and portfolio status reporting • Recommend adjustments and write offs

Requirements

High school Diploma or GED required some college course work preferred
5+ years previous collections exp, B2B commercial collections preferred
Must be analytical and detail oriented
Must be organized, have keen attention to detail and accuracy
Must be proficient with Microsoft Office Suite including Outlook, Excel and Word
Must possess the ability to use sound judgment when making independent decisions
Must have excellent verbal/written communication and follow-up skills
Knowledge and experience with local, state and federal collection laws
Familiarity with accessing and interpreting business trade reports, D&B etc
Ability to review financial and trade information and make decisions supporting credit limits
Ability to read, write, and speak English fluently

Nice To Haves

Knowledge of TL, LTL, Import/Export, Customs, accounts receivable, and accounts payable processes a plus
Previous logistics, transportation, domestic or international exp a plus
Bi-lingual Spanish a plus

Responsibilities

Follow established process for new customer set up and credit investigation and establish credit limits within assigned limit level or refer for approval when outside established limit authority
Follow through on scheduled updates and reviews to existing credit limits
B2B commercial collections – nationwide, managing the collection activity for an assigned portfolio of accounts
Follow established dunning and collection follow up process and practices
Monitor customer account details for non-payments, delayed payments, short payments and other irregularities and resolve issues until credited or paid
Plan collection strategy for customer accounts
Use daily verbal and written communication through heavy phone work and email, and follow-up for collection of payment with small to large customer accounts, documenting conversations in our system in detail (tasks, payment promises, etc)
Ensure timely follow up to all delinquent accounts, by utilizing all collection and credit tools available
Alert management to any possible insolvent accounts
Investigate and resolve customer inquiries and disputes
Monthly account and portfolio status reporting
Recommend adjustments and write offs