Credit/Collections Specialist

Colonial Group, Inc.•Savannah, GA

About The Position

The Credit & Collection Specialist receives and posts incoming cash for Colonial Group, Inc. and its subsidiaries, collects delinquent accounts, and provides customer service. The role supports companies across multiple industries and uses business software platforms including JDE E1, PDI Enterprise, and Intevacon, as well as Windows-based software such as Microsoft Office and Adobe. The position handles payment deposits, customer receipts, account reconciliation, electronic fund transfers, collections, customer inquiries and disputes, and coordination with internal teams and collection agencies.

Requirements

General math and accounting skills.
Proficiency in Microsoft Word, Excel, and Outlook.
Strong attention to detail and organizational skills.
Strong verbal communication skills.
Ability to manage multiple priorities.
Excellent communication and customer service skills.
Ability to perform the physical requirements of the position with or without reasonable accommodation.
Eligibility to work in the United States is required.

Nice To Haves

Associate degree or equivalent credit hours in accounting or a business-related field.
Experience in credit or finance.
Data entry, accounting, financial software, information analysis, customer service, telephone and email etiquette, and reporting research results.

Responsibilities

Support Colonial Group, Inc. companies across multiple industries.
Work in software platforms used by Colonial companies, including JDE E1, PDI Enterprise, and Intevacon, and Windows-based software including Microsoft Office and Adobe.
Prepare payment deposits.
Calculate and post customer payments to the appropriate accounts.
Verify transaction details, including funds received and total account balances for all Colonial companies.
Calculate and post miscellaneous receivables for Colonial Group, Inc. and its subsidiaries.
Compile and sort invoices, checks, and other documents supporting business transactions.
Copy checks, complete deposit slips, and make bank deposits using a remote deposit scanner.
Reconcile accounts receivable postings with daily bank deposits, wires, and ACH payments.
Initiate and complete electronic funds transfer drafts from customer bank accounts.
Review customer accounts and determine appropriate collection actions.
Review sales, service, and credit contract terms with customers.
Contact customers by email and telephone to determine reasons for overdue payments.
Collect past-due balances.
Provide invoice copies, account statements, and delivery documents to customers.
Research short-paid or skipped invoices and invoice discrepancies and report findings.
Respond to customer calls and questions and help resolve account balance disputes.
Prepare and send collection letters to encourage payment of delinquent accounts.
Obtain information about customers' financial status and refer relevant information to Credit Analysts, the Assistant Credit Manager, and the VP of Risk.
Work with salespeople and customer service representatives across Colonial companies to address customer concerns and collect outstanding balances.
Escalate collection issues as needed.
Make recommendations to Credit Analysts, the Assistant Credit Manager, and/or the VP of Risk regarding release of new orders.
Research and make inquiries to locate customers who have moved.
Notify collection agencies of payments received from customers placed with the agencies for collection.
Calculate interest and payments.
Perform additional duties as assigned.