Credit & Collection Specialist

Exemplis•Cypress, CA

5d•$23 - $32•Hybrid

About The Position

This role involves full cycle Accounts Receivable, credit risk assessment, proactive debt management, assigning and managing credit lines within designated LOA, and collection correspondence, all within a fast-paced, goal-oriented credit department. The specialist will provide excellent customer service regarding collection issues, process customer refunds, process and review account adjustments, and resolve client discrepancies and short payments. Responsibilities include monitoring and maintaining assigned accounts, handling customer calls, processing account adjustments, writing off small balances, performing customer reconciliations, and reviewing/processing credit and debit memos.

Requirements

1+ years of commercial collections experience
Customer service and excellent phone etiquette
6-12 months of commercial accounts receivable experience
Proficient written and verbal communication skills
Clear understanding of the business cycle from order process to collection process

Nice To Haves

Experience in a manufacturing business-to-business environment
Microsoft Office (Excel, Outlook, Word) experience
Microsoft AX Dynamics
Observant, accurate, and able to thrive in a fast-paced environment

Responsibilities

Update and maintain all new & existing accounts to ensure the database contains accurate and current information.
Process credit applications for new & existing dealers, ensuring all required documents are received and valid.
Analyze qualifying factors and Dun & Bradstreet reporting to determine appropriate credit lines and perform credit limit reviews every 12 months.
Review and take action on held orders based on various qualifying factors.
Use critical thinking and potentially limited information to make quick, credit-related decisions.
Keep resale certificates current and verified for validity.
Draft and mail/email credit letters for new or updated lines of credit.
Effectively communicate with high-profile customers, execute collection activities, and deliver results within expectations.
Collaborate effectively with various internal business functions, including order management, sales, logistics, and customer experience.
Conduct thorough research and communication for chargebacks and collection issues resulting from price discrepancies, unearned discounts, etc., including obtaining proof of deliveries and communicating with customer service and outside sales representatives.
Monitor risk for all designated accounts using D&B software and forecast/prevent bad debt, presenting findings to supervisors/managers.
Maintain accurate distribution of invoices and acknowledgments.
Assist with the application of all daily incoming cash receipts on an as-needed basis.
Reconcile monthly AR cash receipts with system and bank records to ensure accuracy and legitimacy of the AR aging.
Answer incoming credit inquiries for designated accounts and fulfill bi-weekly BPCA reporting requirements.
Research, confirm accuracy, and process credit and debit memos associated with revenue and/or product credit.
Process payments via check-by-phone, credit cards, wire transfer, and EFTs, applying them to the general ledger.
Undertake as-needed projects related to credit, collections, and securing revenue.