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Credit Collections Assistant
3 months ago
Job Description
Title – Credit/Collections
Department – Accounting
Reports To: Collections/Credit Manager
FLSA – Non – Exempt
Position Summary
Uses independent judgment and exercises full working responsibility of follow-up calls for clients in
lockout to bring them back into compliance with servicing the interlock and payment of fees. Coordinates
office and field collection procedures and analyzes field collection reports to determine further steps in
collection effort.
Compiles data required for transfer of accounts to collection agency. Credit Assistant may be required to
assist in compiling monthly information for report of delinquent account collections and bad debt write
offs. Coordinates and acts as liaison for contracts with vendors for collection bill receivables and other
collection agencies.
Essential Duties –
The essential functions included, but are not limited to the following:
• Daily collection calls using the lockout report. Must be able to write detailed notes on all
collection calls and insert in the collection screen in Smart Trac.
• Review past due clients for reinstall and send approvals to Customer Service Representatives so
they can set client up for installation.
• Review of client logs to determine if a lockout credit will be assessed.
• Review of tow bills and service site notes to determine if a tow bill should be credited.
• Conducts special billing investigations involving difficult problems. Makes determinations and
resolves disputes.
• Handles difficult credit/collection problems that are referred by
Customer Service Representatives.
• Monitors customer account balances for customer services and initiates collection procedures.
• Assures credit collection polices are consistent with sound business and financial policies, and
are in compliance with City, State, and Federal rules and regulations.
• Coordinates and records field collection activities of Customer Service Representatives and
Service Centers.
• May handle correspondence and claims in connection with bankruptcies and estates.
• Coordinates acknowledgement of refunds, notification of customers and reconciliation of
accounts.
Minimum Qualifications (Education, Experience, Skills)
Sufficient education, training and/or work experience to demonstrate possession of the following
knowledge, skills and abilities, which would typically be acquired through:
• The combination of previous training and education equivalent to completion of two years of
college or business school, and
• Three years experience as a Customer Service Representative or Customer Service Specialist,
or three years experience in a responsible position involving the extension of credit and collection
of delinquent accounts.
• Knowledge of modern office procedures, methods and computer equipment.
• Knowledge and understanding of automated systems and procedures for bill collection and
follow-up.
• Ability to interpret customer billing records.
• Ability to determine and resolve billing errors with customers.
• Effective written and oral communication skills, including ability to deal with customers in
resolving billing and credit problems.
• Ability to work under pressure and sometimes with difficult and abusive customers.
• Ability to work independently using judgment and analytical skills to resolve problems and
discrepancies.
• Ability to maintain physical condition appropriate to the performance of assigned duties and
responsibilities which may include sitting for extended periods of time and operating assigned
office equipment.
• Ability to communicate with others and to assimilate and understand information, in a manner
consistent with the essential job functions.
• Ability to operate assigned equipment.
• Ability to make sound decisions in a manner consistent with the essential job functions
• Bi-lingual.