Credit & Collections Specialist

Aston Carter • Irvine, CA

20h • Hybrid

About The Position

The Credit & Collections Specialist is responsible for managing customer accounts to ensure timely payment while maintaining positive customer relationships. This role involves resolving credit and collection issues, reviewing account status and credit availability, documenting customer interactions, and supporting accurate financial reporting. The specialist works closely with internal teams and customers to resolve discrepancies, investigate payment issues, and support order processing decisions.

Requirements

• High school diploma or equivalent
• 2+ years of experience in credit/collections or accounts receivable
• Working knowledge of credit and collection practices and general accounting principles
• Ability to communicate professionally and tactfully with customers in challenging situations
• Strong attention to detail and accuracy in documentation and data entry
• Proficiency with ERP systems and accounting software (e.g., SAP, Oracle, NetSuite, or similar)
• Intermediate skills in Microsoft Excel and other Microsoft Office applications

Nice To Haves

• Bachelor's degree in Accounting, Finance, or Business preferred

Responsibilities

• Contact customers via telephone and written correspondence to resolve credit and/or collection issues while maintaining strong customer relationships
• Initiate collection activities on delinquent accounts, including telephone calls and form letters
• Review customer orders and assess current account status to determine credit availability
• Release or hold customer orders based on established credit policies
• Accept customer payments and/or establish payment arrangements as appropriate
• Document all customer inquiries and interactions to ensure accurate and complete credit records
• Investigate and resolve duplicate billing claims
• Research lost, misapplied, or unidentified payments and initiate refunds for overpayments when applicable
• Assist in resolving customer issues related to non-receipt of product, pricing discrepancies, and returns information
• Generate and submit periodic reports related to credit, collections, and account status as assigned by the supervisor
• Perform additional duties and special projects as required

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

What This Job Offers

• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees