Credit and Receivables Specialist

eShipping•Kansas City, KS

17h

About The Position

The Credit and Receivables Specialist reduces eShipping’s financial risk by managing standard credit and collection policies, vetting prospective customers against credit standards, and administering credit agreements. The role also supports the Receivables team by managing customer receivables through standardized collections processes and helping ensure payments are received in a timely and consistent manner. The specialist works closely with Account Management, Sales, the Financial Operations Team, and eShipping clients.

Requirements

High school diploma or equivalent.
Ability to work independently while balancing appropriate collaboration with leadership oversight.
Efficient and courteous customer service and client management.
Strong communication and customer service skills.
Sense of urgency and strong initiative.
Proficiency with Microsoft Office and basic technical skills.
Ability to multitask effectively in a fast-paced team environment.

Responsibilities

Confirm prospects and clients meet eShipping’s credit standards.
Help ensure clients do not surpass credit limits.
Escalate potential accounts receivable risks by reporting them to management.
Track communications in TMS.
Send and receive credit agreements.
Record credit details in TMS, HubSpot, and SharePoint.
Monitor the credit inbox and respond to requests.
Negotiate credit terms with prospects and clients.
Provide customer service regarding collections issues.
Provide supporting documentation to customers when needed for invoice reconciliation.
Establish and maintain effective working relationships with assigned accounts.
Maintain past-due accounts receivable percentages to company standards.
Monitor the customer base for potential credit risks.
Adhere to the collection team’s standard operating procedures.
Perform other administrative duties as required.