Credit Coordinator

About the role

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.

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.

Qualifications

• 3+ years of experience in credit, collections and accounts receivable
• Previous experience within B2B accounts receivable duties
• Must have experience with liens
• Experience with ERP systems
• Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or a related field is preferred

Pay

$24.04 - $33.65/hr

Schedule & Location

Contract to Hire position based out of Garden Grove, CA. Hybrid work model.

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)