Regional Collection Specialist

This role is not open for submissions from outside staffing agencies

About the role

A Regional Credit Manager who supports customers by managing their credit and collections needs with professionalism and care. This role combines financial analysis with customer service, involving review of credit, setting credit limits, and working closely with customers to resolve outstanding balances. Responsibilities include making and receiving calls, negotiating payment arrangements, ensuring timely payments, and providing a positive experience while maintaining compliance with applicable laws.

Responsibilities

• Make at least 50 outbound calls a day
• Audit credit risk and establish credit limits
• Establish new customers
• Analyze customer financial statements
• Use and interpret Experian and NACM credit reports
• Conduct collection calls and customer visits to collect Accounts Receivables
• Negotiate customer disputes to resolve and document root causes
• Provide customer service and develop relationships with internal/external customers and branches
• Maintain accurate credit and collection files, documenting collection efforts for each customer
• Review collection reports to ascertain the status of collections and balances outstanding and evaluate the effectiveness of current collection policies and procedures
• Establish work standards, develop objectives, and design/maintain effective workflows and operating procedures
• Interact with Sales Team to research Customer Account issues
• Market, train, counsel, advise, and communicate credit department policy and procedures to company personnel
• Participate in major department projects and take an active role in cross-functional teams to assist in driving quality improvements, processes, and initiatives
• Other tasks as assigned

Requirements

• Minimum of 4 years of experience working in a Credit, Collections, or Accounts Receivable position
• Minimum of 4 years of experience in a Customer Facing role
• 1-3 years of experience working in a Call Center
• Experience pulling and manipulating reports out of Experian
• Associate degree required; bachelor's degree in accounting or finance preferred
• Demonstrated proficiency in Math and Accounting skills
• Demonstrated proficiency in Financial Analysis
• Intermediate knowledge of Microsoft Word Products, particularly Word and Excel
• Excellent written and oral communication skills; particularly in the case of persuasion and influence
• Self-motivation and initiative; Must be able to perform duties and responsibilities independently with minimal supervision
• Strong attention to detail
• Strong analytical and problem-solving skills
• Excellent customer service and interpersonal skills
• A "right-first-time" attitude
• Strong organizational skills including the ability to successfully execute multiple projects
• Strong personal and business ethics

Benefits

Starting DAY ONE!

• Immediate access to health, dental, vision and life insurance benefits
• Short/Long-term disability coverage
• Progressive financial training program
• 100% vested and immediately becomes part of your ever improving financial plan employer match for your 401k
• 100% vested and immediately becomes part of your ever improving financial plan employer match for your Health Savings Account

Pay

$55,000 - $65,000/year

Schedule

Remote

Why Trulite?

Trulite offers the most comprehensive benefit coverage in the industry. Immediate access to health, dental, vision and life insurance benefits, as well as short/long-term disability coverage to protect you financially if you should incur a non-occupational illness or accident. Trulite provides a comprehensive wellness initiative that includes access to a progressive financial training program. Stay with us for a year and your 401k employer match is 100% vested and immediately becomes part of your ever improving financial plan. This is also true for those who select and contribute to their Health Savings Account. Trulite matches on both employee and family coverage to help cover out-of-pocket expenses and if unused continues to grow until needed. The employer match for your HSA, if you choose to participate, is also vested immediately at 100%, improving your financial health. Trulite bears most of the cost of your benefits. We structured these benefits because we care not only about your physical well-being but your financial health and welfare too. Let us show you why Trulite values you as an employee and how we will help you achieve financial independence.

Equal Opportunity Employer

We embrace and encourage our employees' differences in age, color, disability, ethnicity, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socioeconomic status, veteran status, and other characteristics that make our employees unique.