Commercial Credit and Collections Analyst III

Lennox International; Richardson (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Lennox International is seeking a Commercial Credit and Collections Analyst III in Richardson, TX. You will conduct daily collection activities, visit customers, and manage a diverse portfolio to resolve balances while protecting lien rights on larger jobs.

The role requires a bachelor’s degree or 3+ years of equivalent experience, strong Excel, SAP knowledge, and solid analytical and negotiation skills. Collaboration with Sales, Billing, and Branch teams is essential in a fast-paced, multi-site

Qualifications

• Requires a bachelor's degree or at least 3 years of equivalent work experience.
• Proficient in Microsoft Office; Advanced Excel skills required.
• Knowledge of SAP and Get Paid is highly desirable.
• 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; contact by phone, email, or portals.
• Build internal and external customer relationships professionally.
• Reconcile accounts and resolve billing issues within assigned portfolio promptly.
• Review and approve Commercial job sheets; protect lien rights on jobs over $25K.
• Maintain rollover phone system while handling incoming calls.
• Resolve complex credit problems and escalate as needed for sensitive accounts.
• Communicate with Sales, Billing, Branches and other departments on past-due accounts.
• Review order holds and advise on hold/release per guidelines.
• Provide monthly updates to supervisor on portfolio risk and performance.
• Collaborate with remote teams including Sales, Billing and Branch personnel.

Skills

Advanced Excel

SAP

Get Paid

Microsoft Office

Analytical skills

Numeracy

Research skills

Customer service

Negotiation

Leadership

Education

Bachelor's degree or 3 years of equivalent work 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

JOB REQUIREMENTS

• 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.