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Job Summary
Administers established credit policies and standards, collects accounts receivable through telephone contact and correspondence, prepares analysis of customer accounts, resolves disputed accounts receivable balances within an established range. Inputs data and creates records utilizing a personal computer. Maintains records for credit department.
Essential Duties and Responsibilities
- Processes orders on a timely basis within defined credit parameters. This is the #1 priority.
- Make 20-40 credit and collection calls daily to assigned customer accounts to resolve issues and collect funds.
- Maintain effective customer interface to achieve company collection goals (e.g., DSO, over 60 and 90-day percentages).
- Record call notes online and follow up on all items promptly.
- Gather, validate, and document credit information. Establish and maintain current, accurate credit files for each customer.
- Reconcile accounts using computer systems to research customer disputes.
- Work with branch personnel to address customer issues such as pricing problems, extended payment terms, order releases, credit limits, and account opening.
- Use various sources of credit information to collect data on existing and potential new accounts. Prepare bank references and obtain D&B reports for managers. Communicate terms and conditions to sales force and customers. Recommend or establish credit limits up to $5,000 depending on skill level.
- Complete additional responsibilities or projects as assigned.
Education and Experience
- College degree (AA) or equivalent from a two-year college; or minimum of two years related experience and/or training; or equivalent combination of education and experience.
- Experience in credit and collections.
- Customer service and negotiation experience.
- Proficiency with computers, accounting software, database software, and Microsoft Suite (Outlook, Excel, Word, PowerPoint).
Skills and Requirements
- Must be a U.S. Person as defined by ITAR (US Citizen, Green Card Holder, Political Asylee, or Refugee).
- Ability to report to the office during scheduled in-office workdays.
- Strong problem-solving skills, excellent communication skills, and ability to maintain confidentiality.
- Excellent listening skills, organization, attention to detail, patience, and stress management.
- Critical thinking, good judgment, and familiarity with FDCPA and debt collection laws.
- Ability to prioritize, plan efficiently, and demonstrate professionalism and teamwork.
Physical and Working Conditions
Primarily sedentary work involving computer use, reading, writing, and communication. Reasonable accommodations available. Work environment typical of an office setting.
Additional Details
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
- Industries: Appliances, Electrical, and Electronics Manufacturing