Credit & Collection Analyst

Optimum•Plano, TX

37d

About The Position

Introducing Optimum Media. Driven by the power of Optimum, Optimum Media is our innovative multiscreen advertising sales and media consultancy business servicing small to medium business as well as national, political, media & entertainment and agency clients across the United States. Our team is comprised of Sales Executives, Software Engineers, Data Analysts, Ad Operations, Marketing Professionals, Product Managers and more. If you are tech-savvy, data-driven, client focused, and solutions oriented this brand is for you!Job SummaryThe Credit & Collection Analyst is responsible for performing the daily Credit/Collections functions, including reviewing customer credit information and managing accounts to stay within credit terms/limits to effectively mitigate risk. This role is also responsible for dispute resolution and reconciliation of customer accounts, in addition to preparing related reports. This role reports directly to the Credit and Collections Manager.

Requirements

At least two (2) years of experience working in credit and collections, with experience in B2B
Bachelor’s degree in Finance, Accounting, or related field preferred
Team-oriented, problem solver who takes ownership of their work
Excellent verbal and written communication skills
Personable and positive demeanor with the ability to interact professionally with all levels
Organizational skills, with ability to manage competing priorities
Strong computer skills including Microsoft Excel and Word
Compliance programs/systems/software

Nice To Haves

NACM certification preferred

Responsibilities

Maintain aging at an acceptable level in line with company objectives by following corporate credit policies.
Monitor credit queue and review and approve orders timely.
Take the lead in collections of an assigned portfolio by contacting customers to ensure prompt payment of all invoices.
Updating management of past due accounts by providing specific updates for each customer over 120 days delinquent.
Maintain strong effective working relationships with Sales and Operations teams for timely resolution of billing issues that would result in not collecting payment.
Actively participates in risk management activities in partnership with Credit and Collections leadership.
Maintain accurate customer files, including relevant contacts/phones/addresses.
Process accounts with an outside collection agency, if needed.
Recommend action on delinquent accounts by analyzing payment practices of client.
Recommend credit limit adjustments by evaluating customer records, activity, and payment history.
Account reconciliation, verify the accuracy of charges, the accuracy of cash application and correct account/statement errors.
Prepare special reports by collecting, analyzing, and summarizing account information and trends.
Maintain customer confidence by keeping the information confidential.
Assist in projects and audits as needed.
Other accounting duties may be assigned, based on business requirements