Credit and Collections Specialist

Total Industries; Livermore (CA); In loco; USD 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

Total Industries in Livermore, CA is seeking a Credit and Collections Specialist to evaluate customer creditworthiness and contact clients to collect outstanding payments. The role balances trust with timely collections and requires professionalism and strong communication.

Responsibilities include identifying delinquent accounts, reviewing past due invoices, updating contacts, and reporting on collection activity.

Competenze

• Requires 1–2 years in credit, collections, or customer service.
• Two-year certificate from college or technical school required.
• Strong communication and accuracy are essential.
• Ability to prepare reports and business correspondence.
• Demonstrated ability to calculate figures (discounts, interest, percentages).
• Able to follow written and verbal instructions and work independently.

Mansioni

• Evaluate customer accounts for creditworthiness and collect past-due payments.
• Identify outstanding accounts and investigate historical data for invoices.
• Update customer contacts in systems and encourage timely payments.
• Process payments and credits, resolve billing issues, and report AR status.

Conoscenze

Credit management

Communication skills

Analytical skills

Independent work

Organizational skills

Problem solving

Team collaboration

Formazione

Two-year certificate (college/technical school)

Bachelor’s degree (desirable)

Descrizione del lavoro

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

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