Collections/Credit Specialist - up to $40K -
Location: San Diego
Posted on: October 24, 2024
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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: , Pasadena , Collections/Credit Specialist - up to $40K -, Accounting, Auditing , San Diego, California
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