Credit and Collections Analyst

Gardner Inc • Columbus, OH

1d

About The Position

The Credit & Collections Analyst is responsible for managing an assigned portfolio of complex customer accounts and collecting past due AR balances. This role supports company growth objectives through effective and efficient job performance, requiring cross-functional collaboration, excellent communication, and follow-up. The analyst will also perform special projects and analysis as directed by the Credit & Collections Manager. Key duties include managing the collections process, contacting customers to resolve overdue accounts, maintaining detailed records of collection activities and customer communications, collaborating with the sales team to resolve billing disputes, and building positive customer relationships while managing credit and collections activities. The role also involves addressing customer inquiries regarding accounts and payment status promptly.

Requirements

• Minimum of 2-3 years (B2B) business-to-business credit & collections, AR dispute resolution & portfolio management
• Experience with ERP systems (Microsoft Dynamic 365 a plus).
• Bachelor’s degree in finance or equivalent work experience.
• Strong phone contact handling skills.
• Proven success with B2B collections is required.
• Comfortable with handling high in-bound/ out-bound communication volume (e-mail/ call).
• Proficient computer skills in Microsoft Office including Word, Excel, Teams, and Outlook.
• Customer service driven with the ability to communicate in a friendly, positive and professional manner.
• Excellent time management skills.
• Ability to accurately document activity through detailed notes in personal AR dashboard.
• Ability to effectively problem solve and work independently.
• Ability to handle confidential information and use discretion while performing job tasks.
• Ability to perform several tasks simultaneously.
• Ability to prioritize assigned tasks based on business need and respond positively to a fast-paced work environment.
• Knowledge of general invoicing procedures and supplier portal billing applications.
• Knowledge of dispute management process and procedures for business-to-business collections.

Nice To Haves

• Microsoft Dynamic 365 experience is a plus.

Responsibilities

• Responsible for the ownership of an assigned portfolio of complex customer accounts and the collection of past due AR balances.
• Support company growth objectives through effective and efficient job performance by working cross-functionally with internal colleagues, utilizing excellent communication skills and follow-up.
• Perform special projects and/or analysis as determined by the Credit & Collections Manager.
• Manage the collections process, including contacting customers to resolve overdue accounts.
• Maintain detailed records of collection activities and customer communications.
• Collaborate with sales team to resolve billing disputes and ensure timely payments.
• Build and maintain positive relationships with customers while effectively managing credit and collections activities.
• Address customer inquiries and concerns regarding their accounts and payment status promptly.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level