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Credit Collections Specialist
1 month ago
Overview:
Our client in Lake Worth is seeking a Credit/Collections Representative that has experience with credit collections, reports, and financial information.
Job Description:
- Collects open receivable balances while maintaining appropriate transaction/account notes. Resolves disputed and unapplied items on the customers’ accounts.
- Works with internal and external customer to clear open accounts receivable balances.
- Makes recommendations for setting up customer payment plans, placing customer accounts on hold and accounts to be placed with 3rd party collections and bad debt.
- Maintains close communication with Credit Manager regarding customer issues and discrepancies.
- Collects job basis agreements for Credit analyst review.
- Provides assistance to peers.
- Works in a team supportive environment.
- Performs other collection related duties as required by management.
- Complies with all established policies and procedures.
- Refers questionable matters to Credit Manager.
- Reviews accounts on credit hold. Interviews customers by telephone or emails to investigate complaints, verify accuracy of charges, or to correct errors in accounts.
- Contacts accounts to request payments.
- Records promises on account and schedules follow up. Evaluates and releases orders form Credit Hold screen.
- Presents information to Credit Analyst to review for credit line increases and confirm good Credit file on Customers.
REQUIRED SKILLS AND EXPERIENCE:
- High School Diploma or equivalent
- 5 years of related work experience in a Customer Service based role
- Experience reading credit reports and financial information
- Strong verbal and written communication skills a must Proficient with Microsoft Office/Excel experience
- High level of professionalism and persuasive negotiation techniques
- Ability to work independently in a fast-paced credit and collections environment Ability to communicate effectively with all levels of management
- A good understanding of credit
- Experience with B2B collections
NICE TO HAVE SKILLS AND EXPERIENCE:
College degree or credits earned in similar field preferred