Credit & Collections Analyst

United Refrigeration, Inc.; Fort Worth (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Dental Insurance

Life Insurance

Medical Insurance

Paid Time Off

Retirement

Vision Insurance

Job summary

United Refrigeration, Inc. is seeking a Collections Analyst to manage B2B collections, ensure timely recovery of outstanding debts, and resolve billing problems. This role aims to reduce accounts receivable delinquency while evaluating the creditworthiness of customer accounts.

The ideal candidate will monitor aging, coordinate with branches and sales, and provide excellent customer service. Strong accounting knowledge and proficiency in Word/Excel are preferred.

Qualifications

• Three or more years of credit collections experience.
• Knowledge in Accounting.
• Strong communication skills.
• Effective time management.
• MS Word and Excel proficiency.
• Ability to multi-task in a high-paced environment.
• Ability to make sound decisions with urgency.

Responsibilities

• Monitor the aging of customer transactions and initiate collections.
• Maintain accurate open accounts records and justify credit holds/releases.
• Coordinate with customers and other departments to resolve collection issues.
• Research account disputes and billing discrepancies.
• Perform account and payment reconciliations.
• Process adjustments and refund requests.
• Collaborate with branches and sales to address account issues.
• Other duties as needed.

Skills

Credit collections

Accounting knowledge

Communication skills

Time management

Team player

Microsoft Word

Microsoft Excel

Multi-tasking

Decision making

Tools

Microsoft Word

Microsoft Excel

Job description

Overview

Description

The Collections Analyst is responsible for B2B Collections, ensuring timely collection of outstanding debts on customer accounts, resolving customer billing problems, reducing accounts receivable delinquency, and analyzing and assessing the creditworthiness of customers’ accounts.

Responsibilities

• Monitors the aging of customer transactions. Determines accounts with accumulating overdue and takes the necessary steps to collect dues immediately.
• Maintains an accurate and up-to-date record of open accounts of clients. Identifies the reason for credit hold and justification for credit release.
• Ensures all necessary follow-ups and coordination with customer and other departments in the company have been done to resolve collection issues.
• Researches account disputes and billing discrepancies.
• Performs account and payment reconciliations.
• Provides customer service by processing adjustments and refund requests.
• Works closely with branches and sales force in communicating account issues.
• And other duties as called upon.

Qualifications

• Three or more years of credit collections experience.
• Knowledge in Accounting.
• Strong communication skills.
• Effective time management.
• Team player.
• Strong knowledge in Microsoft Word and Excel.
• Demonstrated skills to multi-task in high paced environment.
• Ability to make sound and consistent decisions based on all facts.
• Capable of identifying and completing critical tasks with a sense of urgency.
• Firm decision maker, but not too hard core. Understanding we want to keep the customer if at all possible.

Desirable Behaviors

• Demonstrates good judgement on escalating issues.
• Capable of multi-taking and prioritizing workload.
• Problem Solving.
• Strong work ethic-integrity, responsible.
• Enthusiasm for change and desire to learn.

Benefits

• Dental Insurance
• Life Insurance
• Medical Insurance
• Paid Time Off
• Retirement
• Vision Insurance