Credit and Collections Administrator

About the role

This position is responsible for the review and release of held orders, collection of past due invoices, credit investigations, and reconciliation and management of customer accounts, including credit limits. Interacts with inter-company departments and customers.

Responsibilities

• Review and contact past due customer accounts, collect past due amounts, and facilitate resolution of customer issues by collaborating with Sales, Customer Service, and other departments to provide unequaled customer service.
• Monitor customer credit exposure and make credit limit recommendations to management based on credit file, order volume, payment history and account status.
• Review and release held orders with appropriate notification to customers, sales reps, and management.
• Provide proforma invoices and collect advance payments for Secured and Project accounts.
• Make phone contacts in a courteous and professional manner to secure payments and resolve issues.
• Support timely and accurate posting of customer payments by requesting additional documentation as needed.
• Assist customers in understanding billing documents, Terms & Conditions, and other policies.
• Provide invoice copies, statement copies and proofs of delivery.
• Answer incoming calls and support customer knowledge of and access to online self-service tools.
• Aid in Credit & Collections management in other assignments as delegated.
• Aid in own self-development by being available and receptive to all training made available by the company.
• Plan daily activities within the guidelines of company policy, job description, and Manager's instruction in such a way as to maximize personal output.
• Keep own immediate work area in a neat and orderly condition to ensure safety of self and co-workers.
• Report any unsafe conditions and/or practices to the appropriate member of management and Human Resources. Correct any unsafe conditions as the best of own ability.

Qualifications

• Bachelor’s degree (B. A.) in Finance, Accounting or related field from four-year college or university; or four years in Accounts Receivable or related experience and/or training; or equivalent combination of education and experience.
• Ability to calculate figures and amounts such as discounts, interest, commissions & percentages.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to read, analyze, and comprehend detailed instructions and correspondence, memos, financial reports, and legal documents.
• Ability to provide written responses to common inquiries or complaints from customers, associates, or management.
• Ability to present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
• Experience with accounting software and/or ERP systems (i.e. NetSuite, AS400).
• Proficiency with Microsoft Excel (VLOOKUP and Pivot Table analysis).
• Ability to give and receive feedback.
• Apply critical thinking to information received and evaluate what can be used for organizational success; take initiative to solve problems.
• Strong organization and follow-up skills.
• Ability to work independently with little supervision but also in a team environment.
• Excellent time management skills.
• High sense of urgency to resolve issues that arise.
• Drive teamwork and team spirit.