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Credit Collections Specialist

1 month ago

Lake Worth Beach, United States Insight Global Full time

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