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Credit Specialist
2 months ago
Our industrial client is seeking a Credit Specialist to join their collections team This well-established firm has been in business for over 100 years and has been growing ever since.
The Credit Specialist will be responsible for performing all credit and collections functions associated with mid-tier account portfolio in accordance with the credit department goals and objectives.
Why should you explore this Credit Specialist role?
- Competitive salary and comprehensive benefits plan.
- Flexible working schedule - this company cares about work life balance.
- Supportive management team that wants to help you grow and succeed within the company.
Primary Responsibilities of the Credit Specialist:
- Perform account management tasks related to credit and collections and overall accounts receivable management
- Perform periodic analysis on their customer account portfolio. Perform root cause analysis to resolve problems in timely manner
- Recommend credit limits for accounts in the portfolio and Identify issues needing escalation
- Extend credit to customers within their limits of authority and approve credit inquiries.
- Generate account statements, provide billing documentation and prepares credit adjustments where applicable
- Identify delinquency drivers and achieve resolution is required.
- Ensure optimal cash flow by continued positive contact and relationship building.
- Facilitate customer meetings
- Other duties and tasks as assigned by Credit Manager
Qualifications for the Credit Specialist:
- Degree in Accounting/Finance preferred or 3+ years of equivalent experience in AR/AP or credit role preferred
- 2+ years' experience with electronic billing (ADP, Oildex, EDI)
- Intermediate Excel skills (vlookup/pivot tables/power queries)
- Intermediate knowledge of financial statements and credit reporting tools (D&B, etc.)
- Experience managing portfolio; intermediate understanding of reconciliations
- Work well independently, part of a team and takes initiative to deliver on results in acceptable period of time
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