Credit Coordinator

Aston Carter•Garden Grove, CA

9d•$24 - $34•Hybrid

About The Position

The Credit Coordinator oversees a portfolio of business-to-business customer accounts, driving timely collection of outstanding balances, reducing delinquent receivables, and protecting the organization’s legal collection rights. This role combines analytical credit work, customer-facing collections activity, and close collaboration with internal teams to resolve complex account issues, support sales, and strengthen long-term client relationships.

Requirements

Minimum of two years of experience in accounts receivable, collections, credit administration, or a related financial discipline.
Experience supporting business-to-business customers, with the ability to manage difficult customer conversations while maintaining professionalism and positive relationships.
Strong commitment to delivering exceptional customer service and maintaining professional client relationships.
Effective written and verbal communication skills with the ability to convey information clearly and professionally.
Excellent organizational skills with the ability to manage competing priorities and deadlines.
Ability to analyze account information, assess risk, and make sound credit and collection decisions.
Strong problem-solving abilities and experience resolving customer concerns in a constructive manner.
Self-motivated with the ability to work independently while collaborating effectively across departments.
High level of accuracy and attention to detail in all account and documentation work.
Proficiency in Microsoft Office applications with intermediate Excel skills for data entry, sorting, and filtering.
Comfort with learning and using ERP systems such as Eclipse and other comparable platforms.
Ability to work effectively in a fast-paced environment with changing priorities and business needs.
Demonstrated accountability, initiative, and a results-driven approach to collections and credit management.
High school diploma, GED, or equivalent education required.

Nice To Haves

Three to five years of experience in commercial collections, credit management, or accounts receivable functions is preferred.
Five or more years of experience may align with more senior credit coordination responsibilities.
Familiarity with the construction and building materials industries, including exposure to lien laws and related documentation (for example, plumbing, lumber, concrete, HVAC, steel, drywall, tile, roofing).
Experience working with automated collections platforms such as GetPaid or other comparable systems.
Experience using additional tools such as Billtrust and similar solutions, even without specific platform requirements.
Knowledge of sales tax exemption requirements and documentation management.
Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field is preferred.
Demonstrated success resolving complex account issues and customer disputes.
Strong interpersonal awareness, customer focus, sound judgment, and time management skills.
Adaptability and the ability to perform effectively under pressure while meeting deadlines.
Background in collection, accounts receivable, credit analysis, and general accounting practices.
Understanding of lien-related laws and regulations applicable to commercial credit and collections.
Ability to function as a team player and present a personable, professional demeanor.

Responsibilities

Oversee an assigned portfolio of customer accounts and ensure timely collection of outstanding balances while reducing delinquent receivables.
Use collection management systems, ERP tools, and reporting platforms to monitor account activity, identify risk, and prioritize collection efforts.
Evaluate customer payment situations and authorize repayment arrangements within established guidelines and credit policies.
Review, prepare, and process lien waivers while closely monitoring filing deadlines to preserve legal collection rights.
Maintain compliance with applicable lien, bond, and credit regulations across assigned territories and industry segments.
Investigate and resolve payment discrepancies, including short payments, unapplied cash, misapplied payments, and account reconciliations.
Partner with branch personnel, sales teams, and other internal stakeholders to address customer concerns and resolve disputed invoices.
Recommend appropriate collection strategies and coordinate account placement with third-party collection agencies when necessary.
Maintain accurate records of customer sales tax exemption certificates and related supporting documentation.
Provide regular updates to stakeholders regarding collection activity, account status, aging trends, and credit-related risks.
Participate in customer meetings or site visits as needed to support account resolution efforts and strengthen business relationships.
Complete assigned responsibilities within established turnaround times and service-level expectations.
Contribute to departmental goals by identifying process improvement opportunities and supporting a collaborative team environment.
Review credit limits and approvals and help manage accounts from start to finish, including setup, monitoring, and ongoing maintenance.
Apply knowledge of lien laws and related documentation to ensure proper handling of accounts in construction and related industries.