Credit and Collections Specialist

The Flynn; Livermore (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

The Flynn in Livermore, CA is seeking a Credit and Collections Specialist to evaluate customer credit worthiness and contact clients to collect outstanding payments. This role must balance trust and timely payments, requiring excellent communication and negotiation skills, and the ability to work independently.

You will analyze data, prepare reports, and contribute to accounts receivable status while maintaining professionalism and accuracy in all interactions.

Qualifications

• 1–2 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
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm

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

Skills

Credit analysis

Collections

Customer service

Communication skills

Report writing

Data interpretation

Time management

Independent work

Organizational skills

Problem-solving

Attention to detail

Follow instructions

Education

Two-year certificate (college/technical)

Bachelor’s Degree in Accounting or related field

Job 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