firstPRO, Inc
The Credit & Collections/Payment Specialist role is to assist and support the manager in all responsibilities of this customer and account support department. Analysis of new customer applications for possible credit extension with workable limits and pay terms as well as resolution of the multitude of questions and issues that arise daily occupy much of the day. Close tracking, accountable and timely follow up and strong communication with our Company staff and with customers are essential to accomplishing the regular accountabilities and supporting customers who can appreciate our attention to their accounts.
DUTIES AND RESPONSIBILITIES
Collect outstanding accounts receivables on accounts with payment terms and for customers’ issuing uncollectable checks
Work with Credit manager on creative solutions to collect past due AR and help keep customers’ business flowing
Review and release orders for customers who hit credit hold throughout the day
Evaluate customers for requested or needed account changes and review with Credit Manager
Understand regulatory procedures and process necessary paperwork through the legal system for collections, liens, bonds, bankruptcy
Review and analyze reports to be up-to-date and knowledgeable regarding customers’ status and act when necessary to reach or maintain department goals for delinquency, DSOs, etc
Develop spreadsheets to track required specific customer information Credit & Collections/AR Specialist
Deliver excellent customer service, communication and follow-through to accurately and timely resolve billing issues, service charge issues, charge backs
Update customer files to maintain integrity of the information
Process credit applications
Review customer profiles performed by sales personnel
Analyze accounts and make recommendations to the A/R & Credit/Collections Manager
Set up new accounts
Create and send welcome letters
Review and process necessary actions on reports to include: Aging, Inactive, Open Orders, Tax Exempt, Freon, Authorized Buyers lists
Update information for our Credit group and attend monthly meetings
Submit needed information for credit inquiries
Perform customer set up & maintenance updates from the VC as notified
Help develop new processes and improve existing ones
Write and update SOPs for training, reference & documentation
Research & resolve customer issues timely
Apply customer payments daily; accurately & per customer instructions (checks, a/r payment report, VC emails & cash box reports)
Prepare and maintain schedules for invoices/statements, month end close, year-end close
Provide excellent Customer Service: resolve billing & payment application issues accurately and expediently
Research and resolve system problems timely
Process and distribute invoices and statements (via mail, fax, email)
Process Credit Card Payments for payments on account
QUALIFICATIONS
High school diploma or GED
Minimum 2 years collections experience with contractors and/or with small business to business relationships
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DUTIES AND RESPONSIBILITIES
Collect outstanding accounts receivables on accounts with payment terms and for customers’ issuing uncollectable checks
Work with Credit manager on creative solutions to collect past due AR and help keep customers’ business flowing
Review and release orders for customers who hit credit hold throughout the day
Evaluate customers for requested or needed account changes and review with Credit Manager
Understand regulatory procedures and process necessary paperwork through the legal system for collections, liens, bonds, bankruptcy
Review and analyze reports to be up-to-date and knowledgeable regarding customers’ status and act when necessary to reach or maintain department goals for delinquency, DSOs, etc
Develop spreadsheets to track required specific customer information Credit & Collections/AR Specialist
Deliver excellent customer service, communication and follow-through to accurately and timely resolve billing issues, service charge issues, charge backs
Update customer files to maintain integrity of the information
Process credit applications
Review customer profiles performed by sales personnel
Analyze accounts and make recommendations to the A/R & Credit/Collections Manager
Set up new accounts
Create and send welcome letters
Review and process necessary actions on reports to include: Aging, Inactive, Open Orders, Tax Exempt, Freon, Authorized Buyers lists
Update information for our Credit group and attend monthly meetings
Submit needed information for credit inquiries
Perform customer set up & maintenance updates from the VC as notified
Help develop new processes and improve existing ones
Write and update SOPs for training, reference & documentation
Research & resolve customer issues timely
Apply customer payments daily; accurately & per customer instructions (checks, a/r payment report, VC emails & cash box reports)
Prepare and maintain schedules for invoices/statements, month end close, year-end close
Provide excellent Customer Service: resolve billing & payment application issues accurately and expediently
Research and resolve system problems timely
Process and distribute invoices and statements (via mail, fax, email)
Process Credit Card Payments for payments on account
QUALIFICATIONS
High school diploma or GED
Minimum 2 years collections experience with contractors and/or with small business to business relationships
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