Creative Financial Staffing | Credit Specialist TX | stafford, tx
4 days ago
Perks of this Credit Specialist role:
- Successful company: this organization has been around for a few decades
- Employee tenure: people stay here for the long haul This organization is also employee-owned
- Development: the leaders here care about their employees and dedicate the time for growth, learning, and development.
Key Responsibilities of the Credit Specialist:
- Conduct collection calls and follow-up emails with customers for past-due balances in a professional manner. This is a high volume organization.
- Build and maintain positive relationships with assigned customers to facilitate collections.
- Collaborate with the sales team by hosting monthly meetings to discuss collection efforts and accounts of concern.
- Research and resolve issues contributing to account delinquency by liaising with customers.
- Work with the sales team and credit manager, when necessary, to expedite collections.
- Maintain organized and updated customer information, including contacts and communication history.
- Lead efforts to resolve and minimize customer disputes.
- Keep detailed records of issues, resolutions, and other pertinent information in the tracking system.
- Respond to customer requests for credit memos, vouchers, invoices, and statements.
Qualifications of the Credit Specialist:
- High school diploma required; associate or bachelor's degree preferred.
- Minimum of 1-2 years of experience in credit and collections or a related field.
- Proficient in MS Word and MS Excel, including pivot tables.
- Experience with collection software (e.g., Getpaid, High Radius) is preferred.
- Familiarity with ERP systems (e.g., Oracle) and portal platforms (e.g., Smart, Ariba) is a plus.
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