Credit/Collections Specialist - B2B - Stafford, TX 77477
Temp to hire
Pay: up to $28.00 per hour
Hours: Monday – Friday, 8:00 AM – 5:00 PM
In-office role (no remote work)
Summary:
Under the general supervision of the Credit Manager: manages collection of past due balances in assigned portfolio of business accounts by engaging with customers via phone and email to meet Departmental monthly collection goals. This role interfaces frequently with other businesses to work through past due account balances.
Duties and Responsibilities:
- Perform collection calls to customers along with follow up emails for past due balances in a professional manner.
- Continuously build and maintain positive relationships with assigned customers.
- Build relationships with sales through hosting monthly meetings with assigned sales teams to discuss collections efforts and accounts of concern.
- Research and identify issues attributing to account delinquency and resolve them by working with the Customer.
- Enlist the efforts of Sales Team and Credit Manager, when necessary to accelerate the collection process.
- Maintain and update customer information, including contact names, emails, and phone numbers in an organized manner.
- Monitor and lead efforts to resolve and reduce customer disputes.
- Responsible for maintaining detailed records in the tracking system of any problems, solutions and/or explanations for any delinquent payments.
- Responds to Customer requests for copies of credit memos, vouchers, invoices, and statements.
- Cross trains on other functions within the Department to act as backup as needed.
- Follow safe work procedures and Company safety policies and procedures, which includes but is not limited to:
- Obeying warning signs and postings
- Immediately reporting any injury, accident, or near-miss incidents.
- Reporting unsafe hazards and unsafe conditions
- Completing safety training by the due date
- Using personal protective equipment as required by the employer.
Education / Education / Knowledge / Skills
- High school diploma required. Associate or Bachelor degree preferred.
- A minimum of 1-2- years prior experience with credit & collections or in a related area.
- Must have a good working knowledge of MS Word and MS Excel. Experience with pivot tables, in Excel are required.
- Preferred if experience working with collection software ( i.e. Getpaid , High Radius )
- Preferred if knowledge of ERP systems ( i.e Oracle ) and Portal Platforms (Smart, Ariba etc )
- Ability to write correspondence.
- Effectively communicate with internal and external customers
