Credit & Collections Specialist

RAE Corporation•Pryor Creek, OK

3h•Onsite

About The Position

RAE Corporation is a leading provider of innovative HVAC solutions committed to delivering unparalleled quality and customer satisfaction. We prioritize fostering a culture of continuous improvement, collaboration, and employee empowerment. Our aim is to create a positive work environment where every team member feels valued, heard, and supported. Role Overview: The Credit and Collections Specialist is responsible for supporting the company’s financial health by managing customer credit, monitoring outstanding accounts, and ensuring timely collections. This role plays a critical part in evaluating credit risk, releasing orders, and maintaining accurate and up-to-date documentation of all collection activities. This position requires strong attention to detail, sound judgment, and the ability to communicate effectively with both internal teams and external customers. The Credit and Collections Specialist works closely with Account Managers, leadership, and customers to resolve payment issues, support order processing, and ensure compliance with company policies and lien requirements.

Requirements

2+ years of experience in accounts receivable, credit, or collections required
Advanced computer proficiency, including Microsoft Office (Excel, Word, Outlook).
Strong organizational, analytical, and problem-solving abilities.
Excellent written and verbal communication skills.
Ability to handle confidential information with discretion.

Nice To Haves

Experience in a manufacturing or accounting environment preferred

Responsibilities

Check the purchase order for terms, RAE listed as vendor, and PO amount.
Confirm the completed Project Information Sheet is included.
Enter preliminary or supplier notice notes into the customer order.
Initiate advance invoices when needed.
Pull and review the credit report.
Reach out to credit and financial references.
Determine account terms and credit limit.
Maintain credit limits.
Evaluate and adjust customer credit limits within established authority levels; escalate complex, high-risk, or high-value requests to management or executive leadership as required.
Review blocked orders and remove blocks when appropriate.
Notify account managers of blocks and the reasons for the blocks.
File preliminary liens based on state rules.
Complete preliminary lien filing when equipment ships.
File mechanical liens when needed on outstanding equipment invoices.
Make collection calls on past-due accounts.