SUMMARY OF POSITION
The Credit Collections Analyst coordinates and processes documentation, invoice dispute resolution, and customer payment for customer accounts. Performs account analysis and researches payment and account discrepancies. Identifies and verifies transactions and expedites a resolution of various invoicing issues that may be preventing payment. Provides collection resolution support between the customer, sales representative, and the company. Following company policies and procedures, initiates a follow-up process when expected payment was not received. Position located at our North Ridgeville facility. Hybrid work schedule. 3 days in office Monday, Wednesday and Friday, Tuesday and Thursday work from home.
ESSENTIAL DUTIES AND RESPONSIBILITIES (other duties as assigned)
• Manages accounts receivables aging including researching payments, preparing and updating aging reports, and reviewing with regional sales managers and sales representatives.
• Release of sales orders based up evaluation of account history and company established credit policy.
• Obtain proper credit information for evaluation of appropriate credit lines for customers based upon company established credit policy.
• Make collection calls for past due invoices on accounts.
• Send invoice copies and other correspondence to customers and sales representatives to assist in collection of account balances.
• Prepare, print, and review statements and statement holds monthly.
• Submit credit requests for sales tax, freight, pricing, and write off as required to obtain payment and/or account resolution.
• Prepare documentation for final demand letters and turning over accounts to outside collection agency as accounts are determined to be uncollectible.
• Verifies and signs vouchers associated with customer purchase orders as legally required.
• Perform additional tasks including:
Obtaining proof of deliveries
Obtaining tax exemption certificates
Customer account reconciliations
Verifying and processing address changes
Following-up on returns
Researching youth account contacts for invoice and payment information
General filing
QUALIFICATIONS
To perform this job successfully, an individual must be able to satisfactorily perform each essential duty and responsibility listed above. The job requirements and physical demands listed below are representative of the required knowledge, skill, and/or ability to perform the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties and responsibilities.
JOB REQUIREMENTS
• Authorized to work in the U.S.
• High School diploma or equivalent required.
• Associate degree in Accounting, Finance, or equivalent combination of education, training, and related experience required.
• Minimum of 5 years accounts receivable/collections experience required.
• SAP experience required.
• Strong proficiency with MS Office applications, primarily Excel.
SKILLS
• Excellent written, oral, and interpersonal communication skills.
• Ability to rely on experience and judgment to plan and accomplish goals.
• Ability to manage multiple assignments and work independently within deadlines.
• Strong teamwork skills, with the ability to establish and maintain positive and effective working relationships with multiple departments.
• Careful attention to detail and accuracy required.
• Ability to work courteously and tactfully with customers, sales representatives, and employees.
• Excellent time management, analytical, and organizational skills.
• Ability to maintain confidentiality on invoicing issues.