Job Summary

The Credit and Collections Renewal Specialist is responsible for the timely collection of outstanding accounts receivable, ensuring the efficient and effective follow-up with customers to secure payment for open invoices. This role requires excellent communication, negotiation, and problem-solving skills, with a strong focus on maintaining positive customer relationships while achieving collection goals. The Credit and Collections Specialist will work closely with customers, sales, and internal finance teams to resolve billing disputes, process payments, and minimize delinquent accounts. The specialist is expected to monitor credit exposure, develop structured collection processes, ensure accurate records and support audits.

Job Description

Key Responsibilities

Proactive Collection Efforts: Initiate timely and consistent communication with customers via phone and email regarding outstanding invoices, prioritizing efforts based on account aging and balances to secure payment.
Customer Communication & Relationship Management: Maintain professional and positive relationships with customers while discussing outstanding payments, clearly articulating invoice details and payment terms. Address customer inquiries and concerns regarding billing promptly and courteously.
Dispute Investigation & Resolution: Investigate and resolve payment discrepancies, billing errors, and customer disputes by collaborating with internal departments including Finance, Sales, Order Management, Operations and Customer Support.
Account Reconciliation & Payment Processing: Reconcile customer accounts to ensure accuracy, meticulously process incoming payments, and ensure proper and timely application to open invoices.
Account Monitoring: Regularly assess the creditworthiness of new and existing customers, including performing credit checks and setting appropriate credit limits. Monitor customer account balances and identify potential credit risks. Update customer contact information and payment preferences as needed.
Accurate Record Keeping: Record and track all collection activities and communications accurately.
Collections Forecast: Maintain an ongoing collections forecast, ensuring that all payments are collected and recorded accurately to minimize the risk of cash flow disruptions.
Reporting & Analysis: Generate and analyze accounts receivable aging reports, provide insights on collection performance, and contribute to month-end close and audit activities.
Policy Adherence & Process Improvement: Adhere to all company policies and relevant regulations, and identify opportunities for process improvements to enhance efficiency.
Foster Relationships: Adhere to collection policies and regulations while maintaining positive, professional relationships with customers and internal stakeholders.

Qualifications

Education:
- Bachelor's or similar degree required, preferably in Accounting, Finance, Business Administration, or a related field.
Experience:
- At least 3 years of experience in accounts receivable, collections, or a related financial role, preferably in a business-to-business environment.
- Proven track record of successfully collecting on overdue accounts while maintaining strong customer relationships.
Skills:
- English and Spanish is a must
- Proficient in Microsoft Office Suite, especially Excel and Word
- Demonstrated success managing client relationships
- Excellent communication skills (writing, listening, phone, documentation)
- Teamwork/collaboration skills
- Strong analytical and organizational skills
- Ability to work independently and proactively
- Experience with NetSuite and Great Plains is a plus

Worker Type

Regular

Number of Openings Available

1