Collections/Credit Specialist - up to $40K -

Location: San Diego
Posted on: November 9, 2024

Job Description:

Company in San Diego is looking for a Collections/Credit Specialist. Specialist is detail-oriented position that is responsible for tracking customers with outstanding payments, resolves or coordinate solution of any payment related issues. Maintains excellent work relationship with both internal and external customers and ensures that payments for all invoices are collected timely.

Collections:

Proactively reach out to new customers to introduce the department, manage expectations and ensure that existing information is valid

Ensures that payments are received within terms by proactively reaching customers when invoices become due and explaining our terms/expectations, setting automated communications or other similar approaches

Collects past due accounts using both telephone & written collection techniques in accordance with the collection process and management direction.

Manages credit holds, account suspension and termination process in accordance to the Collection process and management direction and coordinated with Compliance

Complies with Federal, State and Local legal requirements by following existing new legislation on collection.

Work with third party collection agency as directed by the collection process and/or management.

Documents all customer interactions and collection efforts in the appropriate Collections notes system in a timely manner

Document Processing:

Enters cash receipts and accruately applies payments (checks, Credit cards, transfers, etc) and credits to customer accounts daily.

Prepares and makes deposits as necessary

Analyze payment discrepancies, chargebacks, and timely contacts the related party to resolve issues

Credit:

Enforces Credit policies and limits

Performs credit reviews and establishes credit limits per policy

Submit A/R file to DnB to update trade experiences with customers

Respond to DnB requests for trade experience challenges by customers

Reporting:

Provide reports and analysis for any related areas as required and/or needed consistently and proactively. Report in a weekly basis on any past due accounts to Sales and Management

Systems maintenance:

Setup and maintenance different areas in the AR related systems such as Customer setup, Payments, Collection letters, collections, etc

Help with any change, development, testing and implementation of any additional module/system/process

We are an equal employment opportunity employer and will consider all qualified candidates without regard to disability or protected veteran status.

Keywords: , Costa Mesa , Collections/Credit Specialist - up to $40K -, Accounting, Auditing , San Diego, California