Credit & Collections Specialist
About The Position
The Credit & Collections Specialist plays a key role in supporting the Company's accounts receivable, collections, invoicing, and credit functions. This position is responsible for monitoring customer accounts, collecting outstanding balances, resolving account inquiries, processing invoices and statements, and helping to ensure timely cash flow. The ideal candidate is highly organized, detail-oriented, and customer-focused, with the ability to communicate effectively and build strong business relationships. This role also supports credit administration activities, customer account setup, cash forecasting, credit hold management, and lien rights protection while contributing to the overall financial health of the organization.
Requirements
- High school diploma or equivalent.
- Minimum of 2 years of experience in business-to-business (B2B) collections.
- Strong knowledge of accounts receivable and collection practices.
- Excellent verbal and written communication skills with the ability to communicate professionally with customers.
- Strong organizational, time management, and problem-solving skills.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Proficient in Microsoft Office applications.
- High level of accuracy and attention to detail.
- Ability to maintain confidentiality and handle sensitive financial information appropriately.
- Demonstrated ability to provide exceptional customer service while maintaining collection objectives.
Nice To Haves
- Collections experience in the construction and manufacturing industry.
- Familiarity with lien and bond rights management and NCS notice filing procedures.
- Knowledge of Avalara tax exemption certificate management.
- Experience with cash forecasting, credit hold management, and account reconciliation activities.
- Understanding of sales tax exemption documentation and compliance requirements.
Responsibilities
- Monitor customer account aging reports and communicate with customers by phone and email regarding outstanding invoices. Follow up regularly on past-due accounts, document collection activities, and work with customers to resolve payment delays while maintaining strong business relationships.
- Collaborate with cross-functional departments to address and resolve customer concerns, ensuring effective communication, prompt issue resolution, and positive customer experience.
- Respond to customer inquiries regarding account status, invoices, payments, and outstanding balances, ensuring accurate and timely resolution of issues.
- Monitor and manage credit hold orders, ensuring timely review and release in compliance with company credit policies and procedures.
- Assist with the preparation and maintenance of weekly cash forecasts by gathering receivables data, tracking expected customer payments, and providing accurate information to support cash flow planning.
- Process invoices daily through the invoicing platform and ensure proper transfer to the accounting system.
- Generate and process monthly customer statements through the accounting system, ensuring timely and accurate delivery to customers.
- Submit completed credit application packages to the Credit Manager for review and decision-making.
- Responsible for setting up new customer accounts, maintaining accurate customer records, and ensuring all required documentation is obtained and properly filed.
- Protect company lien and bond rights by submitting project information through NCS and tracking notice requirements.
- Responsible for the daily retrieval, sorting, and distribution of incoming mail.
- Assist with special projects and initiatives as needed to support the Accounts Receivable and Credit functions.
- Perform other duties and responsibilities as assigned by the Manager.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
