Credit & Collections Specialist Morgantown, WV

About the position

The Credit and Collections Specialist is responsible for all activities related to extending customer credit and collecting payments on customer accounts. This role will create a balance between maintaining trustful relationships and ensuring timely payments. Professional and effective communication and service to internal and external customers is a must.

Responsibilities

• Monitor accounts receivable for all Swanson Industries entities.
• Generate and distribute customer account statements.
• Maintain customer files and customer master tables and customer accounts in the ERP system.
• Drive the customer credit process from start to finish.
• Document and track collection efforts through various systems (customer account notes, Excel files, emails).
• Coordinate with the controller to determine the customers' ability to pay, establish a repayment plan, or put customers on credit hold.
• Respond and resolve customer billing concerns and inquiries through written and verbal correspondence.
• Develop creative techniques to locate customers when other contact efforts fail.
• Enlist the efforts of sales managers and senior management when necessary to accelerate the collection process.
• Make recommendations for external collection efforts or balance write offs.
• Perform various AR functions including but not limited to debit/credit memos, AR/AP swaps, resolving unapplied cash, processing credit card payments, progress billing.
• Maintain customer and data confidentiality in all aspects of the role.
• Release credit holds as directed.
• Perform various periodic journal entries, reconciliations, and analyses.
• Manage any bankruptcy documentation and processes as required.
• Participate in other critical projects and audit requests.
• Assist in streamlining and improving the accounts receivable processes.
• Enhance professional growth and development through participation in educational programs, current literature, meetings, workshops, etc.
• Maintain compliance with all company policies and procedures.
• Perform related duties as assigned by supervisor.

Requirements

• High school diploma or equivalent.
• Understanding of basic principles of finance, accounting, and bookkeeping.
• Previous experience in accounts receivable and customer collections.
• Strong problem-solving skills, highly organized and detail-oriented.
• Ability to work under minimal supervision and manage multiple priorities to meet deadlines.
• Ability to effectively work both independently and in a team setting.
• Effective written and verbal communication skills.
• Proficient computer skills, including Microsoft Excel, Word, and ERP systems.
• Ability to effectively communicate with internal and external customers.
• Proven ability to meet deadlines and follow directions.

Benefits

• Full-time position
• Benefits-eligible: medical, dental, vision, matching 401k, paid vacation, etc.