Commercial Credit Analyst III

Lennox; Richardson (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

Lennox International in Richardson, TX is seeking a Commercial Credit and Collections Analyst III to manage daily collection calls, visit customers when needed, reconcile balances and protect lien rights on large projects.

The role requires a bachelor’s degree or 3+ years of equivalent experience, advanced Excel, familiarity with SAP and Get Paid, and strong negotiation and analytical skills. Collaboration with Sales, Billing and Branch teams is essential to optimize portfolio performance.

Qualifications

• Requires a bachelor's degree or at least 3 years of equivalent work experience.
• Proficient in Microsoft Office and other productivity software systems. Advanced Excel skills are required. Knowledge of SAP and Get Paid are highly desirable.
• Strong understanding of Construction credit and bond/lien laws.
• Strong analytical, numeracy and research skills.
• Solid customer service, negotiation and leadership skills.

Responsibilities

• Conduct daily collection calls and periodic customer visits to resolve account receivable balances.
• Build internal and external customer relationships in a professional manner.
• Reconcile accounts and resolve billing issues within assigned portfolio in a timely manner
• Review and approve Commercial job sheets. Also responsible for protecting all lien rights on jobs over $25K within assigned portfolio(s).
• Remain in rollover phone system while answering incoming calls.
• Resolve complex credit problems and request assistance on highly sensitive accounts.
• Regularly communicates with Sales, Billing, Branches and other departments regarding past-due accounts
• Review order holds and make recommendations on hold/release within established department guidelines.
• Provide monthly updates to supervisor regarding portfolio risk and performance
• Prior experience working with remote teams. Ability to build relationships with remote teams, including but not limited to Sales, Billing and Branch personnel.

Skills

Microsoft Office

Advanced Excel

Remote collaboration

Education

Bachelor's degree or equivalent experience

Tools

SAP

Get Paid

Job description

What Drives Success

The Commercial Credit and Collections Analyst III position reports to the Supervisor of Commercial Credit Services.

Job Duties

• Conduct daily collection calls and periodic customer visits to resolve account receivable balances. This includes contact by telephone, email and/or through customer portals.
• Build internal and external customer relationships in a professional manner.
• Reconcile accounts and resolve billing issues within assigned portfolio in a timely manner
• Review and approve Commercial job sheets. Also responsible for protecting all lien rights on jobs over $25K within assigned portfolio(s).
• Remain in rollover phone system while answering incoming calls.
• Resolve complex credit problems and request assistance on highly sensitive accounts.
• Regularly communicates with Sales, Billing, Branches and other departments regarding past-due accounts
• Review order holds and make recommendations on hold/release within established department guidelines.
• Provide monthly updates to supervisor regarding portfolio risk and performance
• Prior experience working with remote teams. Ability to build relationships with remote teams, including but not limited to Sales, Billing and Branch personnel.
• Other duties as assigned.

What We Are Looking For

• Requires a bachelor's degree or at least 3 years of equivalent work experience.
• Proficient in Microsoft Office and other productivity software systems. Advanced Excel skills are required. Knowledge of SAP and Get Paid are highly desirable.
• Strong understanding of Construction credit and bond/lien laws.
• Strong analytical, numeracy and research skills.
• Solid customer service, negotiation and leadership skills.

Who We Are

Lennox International (LII) is a leading global provider of innovative climate control solutions for heating, ventilation, air conditioning, and refrigeration (HVACR) markets.

Beginning over a century ago, Lennox International has built a strong heritage of Innovation and Responsibility. Our position as an innovation leader continually inspires us to promote more efficient energy use and a healthier environment through our product operations. Our engaged and diverse workforce is committed to providing climate control solutions that provide the most value and comfort for our customers.

We are proud to have instilled a shared sense of responsibility and commitment among our approximately 10,000 employees located throughout North America, South America, Europe, and Asia.