Job Description
Job Description
Position Overview
We are seeking an experienced Credit/Collections Specialist to manage, including both accounts receivable and notes receivable activities. This role is responsible for accurately posting customer payments, maintaining account integrity, supporting collections, and collaborating cross-functionally to ensure timely and accurate financial operations.
Key Responsibilities
- Post and apply customer payments accurately and in a timely manner
- Maintain customer accounts and investigate/resole payment discrepancies
- Respond to internal and external inquiries related to invoices, balances, payments, and reconciliations
- Prepare customer statements, finance charges, and weekly/monthly AR reports
- Monitor and resolve unapplied payments in accordance with company guidelines
- Support month-end close, aging reports, and reconciliation activities
- Partner with ownership and leadership on delinquent accounts and collections efforts
- Process credit applications and set up new customer accounts in the system
- Initiate ACH transactions and maintain ACH account information
- Collaborate with customer service to release orders for shipment
- Work closely with legal counsel and leadership on Notes Receivable setup and management
- Maintain notes receivable records, including interest updates
- Code miscellaneous receivable payments and process customer refunds
- Provide support for additional accounting and AP tasks as needed
Qualifications
- Prior experience in accounts receivable/credit/collections or general accounting required
- Strong attention to detail with a high level of accuracy
- Excellent communication and organizational skills
- Ability to manage multiple priorities and work independently
- Proficiency in Microsoft Office (Excel and Outlook required)
- Experience with Great Plains accounting software preferred