EXTERNAL/INTERNAL JOB POSTING
Position Title:Credit & Collections Specialist
Department:Credit & Collections
Supervisor:Credit & Collections Manager
General Information and Description:
Performs day-to-day credit and collection support of accounts receivable related to service and installation business segment.
Key Responsibilities:
Manage the collection process for assigned territories via phone & email-
Ability to negotiate payment plans for delinquent customers
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Communicate with GM of Region/Regional Directors/Service Managers with account updates/concerns
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Communicate with sales personnel regarding the credit or collection issues involving their accounts.
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Ability to interact with customers and internal departments in a professional manner
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Research and resolve short payments, and other account discrepancies, rejected invoices
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Analyze payment patterns and perform account reconciliations
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Ability to navigate and ascertain invoice status via customer 3rd party portals
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Ability to meet deadlines and goals
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Process Credit Card transactions
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Performs other related duties and projects as assigned by management
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Reports directly to Credit & Collections Manager
Job Requirements
3-5 year experience in a B2B collection environment
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Experience in the service and/or construction industry a plus
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Experience in Microsoft GP Dynamics
Proficient in Outlook, Excel and Word-
Ability to communicate with co-workers, and business contacts in a courteous and professional manner. Excellent customer service skills
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Team player with a results-oriented attitude, willing to jump in where needed
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Strong organizational, follow-up, and problem-solving skills
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Ability to pay close attention to detail and multi-task efficiently
- Must be well organized with excellent time management skills
Education and Experience:
High school diploma or GED equivalent education and/or training, business related courses in standard office practices.
Application Process:
This position is being posted both externally and internally as an opportunity for current and active CoolSys employees.