Credit & Collection Specialist 1
Crown Equipment Corporation
About the Role
Crown Equipment Corporation is seeking a Credit & Collection Specialist 1.
Key Responsibilities
- Customer Collection Activities:
- Maintain regular communication with customers to ensure assigned accounts are current and payment is forthcoming.
- Provide customer service and maintain appropriate documentation of collection procedures.
- Follow up in a timely manner on past due invoices.
- Proactively confirm approval of all larger invoices with key customers.
- Enlist the efforts of Branch Management, General Managers, and Directors to accelerate the collection process.
- Credit Review:
- Monitor credit status on all assigned accounts.
- Coordinate and work with Regional Credit Specialist on resolution.
- Assist Collection Specialist Regional with research and resolution of past due accounts.
- Research customers through Dunn & Bradstreet, company history, and other internet sources to determine risk.
- Follow up with customers on delinquent accounts to determine approval of orders.
- Report Preparation and Review:
- Review portfolio using Accounts Receivable (AR) Metrics & Detail Reports.
- Prepare and review portfolio and aging reports with the Branch Management team and customers on a monthly basis.
- Review portfolio with Supervisor on a monthly basis.
- Miscellaneous:
- Monitor credit status on all assigned accounts.
- Research and reconcile account history as needed.
- Process electronic payments as requested.
- Perform accounting adjustments as needed.
- Perform other duties as assigned.
Requirements & Tech Stack
- Less than 2 years related experience.
- Associate degree in Accounting.
- Non-degree considered if 6+ years of related experience along with a high school diploma or GED.
- Per 8-hour shift. Sit 8 hours and stand 0 hours.
- Typical office environment (low noise level, limited exposure hot/cold temperatures, dust, fumes, and vibrations).
- Regular interaction with others and performs a degree of independent work.
- Physical and mental demands are akin to the majority of office positions with prolonged periods of sitting and prolonged use of a computer/keyboard.
- Infrequent lifting, walking and climbing stairs.
- Occasional use of office equipment (copiers, printers, etc.).
Qualifications
- Attention to detail and ability to work independently with appropriate guidance.
- Analytical and objective decision-making skills.
- Good communication skills and problem-solving capabilities.
- Good computer skills.
- Ability to multitask and work in a fast-paced environment.