Credit and Collection Analyst

About the role

This role is responsible for managing current and past-due accounts through email and phone outreach, tracking invoice status, and maintaining strong customer relationships. Additional duties include working with customer portals, sending pre-lien notices and exercising lien rights when necessary, handling lien waivers, resolving disputes, and maintaining accurate AR account records and reports.

Responsibilities

• Maintain detailed notes on invoice status, aging, and customer communications.
• Communicate customer invoice requirements to the billing team, Project Managers, and Project Coordinators to support timely payment.
• Review invoices for accuracy and correct purchase order requirements.
• Reconcile disputed balances / amounts on customer accounts.
• Act as a liaison between the customer, AEs, Ops, and Service to resolve billing issues.
• For Operations AR, work with the lien agent, AR Supervisor, and Director of Credit in sending pre-lien notices, and identifying accounts that require lien or bond claims to be filed.
• Aid the manager with monthly revenue forecasting and monitor performance against projections.
• Perform other duties and responsibilities as requested or required.

Requirements

• Excellent interpersonal, verbal, and written communications skills and ability to deal with a wide cross section of people both internal and external to the business.
• Detail-oriented, organized, able to prioritize and multitask, work independently, think critically, and follow through effectively.
• Intermediate to advanced knowledge of Microsoft Word, Excel, and Outlook required.
• Knowledge & experience in Texas Lien Laws / Bond Claim process a plus.
• Knowledge of process in sending Notice to Owner, Liens, and Bond Claims a plus.
• Prior collections experience in a Construction/Project based organization a plus.
• Very adaptable – responds effectively to changes in situation or information.
• Strong proficiency in financial software including ability to track invoices, running reports, data entry, etc.
• Solid accounts receivable knowledge.
• Strong background in finance and accounting.
• Customer service oriented.

Qualifications

• Education: High School/GED or equivalent experience.
• Minimum Experience: 3 years collections, billing, and/or financial.

Skills

• Microsoft Word, Excel, and Outlook.
• Texas Lien Laws / Bond Claim process.
• Process in sending Notice to Owner, Liens, and Bond Claims.
• Prior collections experience in a Construction/Project based organization.
• Adaptability.
• Financial software proficiency.
• Customer service orientation.

Benefits

• Company Benefits listed above.

Pay

Competitive salary and compensation plan.

Schedule

Full-time position.