Credit and Collections Specialist

About the role

The Credit and Collections Specialist manages overdue accounts, supports customer billing and contract inquiries, and helps protect the company's financial health through timely collections and accurate account handling. This role is also responsible for booking finance contracts, completing contract verification calls, supporting distributor finance customers, and processing weekly distributor payouts.

Responsibilities

• Create, disburse, verify, and book finance contracts, including delivery verification calls
• Process distributor payouts, settlements, and related finance customer support
• Maintain customer sales tax certificates and accurate account documentation
• Monitor accounts receivable, identify delinquent accounts, and support timely collection of overdue payments
• Contact customers by phone, email, and mail to resolve past-due balances, payment discrepancies, billing questions, and account status inquiries
• Negotiate payment arrangements, explain payment options, and ensure collection activities follow company policies
• Prepare delinquency, activation, aging, collection progress, and recovery reports
• Resolve or escalate customer disputes and collaborate with Finance, Legal, Sales, and other internal teams as needed
• Support routine office processes, including filing, mail handling, phone coverage, and related administrative tasks

Requirements

• High school diploma or GED required
• 0-2 years of relevant customer service/finance experience

Skills

• Computer literacy, including familiarity with common word processing, spreadsheet, database and basic accounting software
• Accurate and efficient typing skills for data entry, taking minutes and dictations, answering emails and typing letters and other documents
• Verbal communication for addressing other employees, customers and other business contacts
• Customer service for dealing with members of the public

Physical requirements

• Primarily working at desk for majority of the day
• Able to lift 10 pounds if needed