Credit & Collections Analyst

Job Summary

Accurately manage assigned segment of accounts while maintaining timely and professional communication with internal and external customers regarding the status and payment of open items. Meet or exceed collection goals on a weekly and monthly basis. Maintain accurate and reliable notes in aging workflow report and CMS. Understand benchmarks for collection goals and strive to meet or exceed goals on a weekly and monthly basis. Confirm customer receipt of high-value invoices via email, phone, or through electronic submission portals and ensure payment is forthcoming in accordance with policy. Work with internal and external customers to research and resolve outstanding issues to collect payment, process adjustments, or process credits and write-offs as applicable. Request tax certificates as needed. Process lien wavers as applicable. Process credit card payments and set customers up for ACH payments as needed. Process monthly account statements. Manage collection team emails and hotline calls. Other duties assigned as needed.

Responsibilities

• Direct Reports: This position does not have direct reports.
• Maintain accurate and reliable notes in aging workflow report and CMS.
• Understand benchmarks for collection goals and strive to meet or exceed goals on a weekly and monthly basis.
• Confirm customer receipt of high-value invoices via email, phone, or through electronic submission portals and ensure payment is forthcoming in accordance with policy.
• Work with internal and external customers to research and resolve outstanding issues to collect payment; process adjustments or process credits and write-offs as applicable.
• Request tax certificates as needed.
• Process lien wavers as applicable.
• Process credit card payments and set customers up for ACH payments as needed.
• Process monthly account statements.
• Manage collection team emails and hotline calls.
• Other duties assigned as needed.

Skills and Abilities

• Time management skills with attention to detail
• Detail oriented and capable of analyzing complex financial/operational data
• Intermediate/Advanced proficiency in PC/Microsoft applications (Excel Access Word)
• Demonstrated experience using pivot tables in Excel
• Ability to negotiate conflict and maintain constructive working relationships with people at all levels of the organization
• Self-starter capable of working independently and ensuring to meet deadlines
• Excellent communication and interpersonal skills both verbal and written
• Ability to balance multiple tasks with changing priorities
• Ability to exercise solid judgment with sound problem-solving and decision-making skills

Education and Experience

• Minimum High school diploma or equivalent
• Bachelors degree in Accounting Finance Business or related field preferred
• Minimum 1 - 2 years experience in Accounts receivable or business-to-business collections
• Experience in Construction industry collection is a plus
• Experience operating in a multi-state and/or complex matrix business environment

Working Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job operates in a professional office environment. This role uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The work environment is generally moderate in noise (inter-office conversations and computers/printers).

Physical Requirements

The physical demands of this position are those that are necessary to meet the responsibilities and essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. This position regularly requires employees to sit, walk, and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.