Credit and Collections Specialist

The Flynn; Livermore (CA); On-site; USD 45,000 - 60,000; Full time

Job summary

The Flynn is seeking a Credit and Collections Specialist in Livermore, CA. The role focuses on evaluating customer creditworthiness and contacting clients to collect outstanding payments while maintaining trustful relationships and professionalism.

The ideal candidate has 1–2 years in credit/collections or customer service, plus a two-year certificate; strong communication, reporting, and numerical skills are essential. This on-site position requires independent work and teamwork as needed.

Qualifications

• One to two years in credit, collections, or customer service.
• Minimum of two-year certificate from college or technical school.
• Commitment to excellence and high standards of accuracy.
• Excellent written and verbal communication skills.
• Ability to prepare reports and business correspondence.
• Demonstrated ability to calculate figures and amounts such as discounts, interest, and percentages.
• Ability to understand and follow written and verbal instructions.
• Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow.
• Ability to work independently and as a member of various teams and committees.
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.

Responsibilities

• Evaluate customer accounts for credit worthiness and collect on past due amounts.
• Identify outstanding accounts.
• Investigate historical data for each outstanding invoice and work order.
• Find and, when necessary, update customer contacts in systems.
• Take appropriate actions to encourage timely payments.
• Process payments and credit refunds.
• Resolve billing and customer credit issues.
• Update account status records and collection efforts.
• Report on collection activity and accounts receivable status.

Skills

Credit experience

Customer service

Communication skills

Reports & writing

Numerical ability

Instruction following

Organization & analysis

Independent work

Adaptability

Team collaboration

Education

Two-year certificate

Bachelor's in Accounting/Business

Job description

Description

JOB OVERVIEW: The Credit and Collections Specialist will evaluate the customer credit worthiness and contact clients to collect outstanding payments. This position must strike a balance between maintaining trustful relationships, and ensuring timely payments. The Credit and Collections Specialist should always exhibit professionalism and trustworthiness. In addition, this position must possess excellent communication and negotiation skills, as well as an ability to work independently.

Key Responsibilities

• Evaluate the customer accounts for credit worthiness and collect on past due amounts
• Identify outstanding accounts
• Investigate historical data for each outstanding invoice and work order
• Find and, when necessary, update customer contacts in systems.
• Take appropriate actions to encourage timely payments
• Process payments and credit refunds
• Resolve billing and customer credit issues
• Update account status records and collection efforts
• Report on collection activity and accounts receivable status

Requirements

QUALIFICATIONS & SKILLS

Required

• One to two years in credit, collections, or customer service
• Minimum of two-year certificate from college or technical school
• Commitment to excellence and high standards of accuracy
• Excellent written and verbal communication skills
• Ability to prepare reports and business correspondence
• Demonstrated ability to calculate figures and amounts such as discounts, interest, and percentages
• Ability to understand and follow written and verbal instructions
• Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow
• Ability to work independently and as a member of various teams and committees
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm

Desired

• Bachelor's Degree in Accounting, Business, or related field