Credit & Collections Specialist

Everest Fuel; Cleveland (OH); Hybrid; USD 45,000 - 55,000; Full time

Job summary

Everest Fuel is seeking a Credit & Collections Specialist to work in a hybrid role from Plymouth, MA or Cleveland, OH. The position requires ensuring the credit worthiness of customers and managing accounts effectively.

Responsibilities include setting up payment processes, maintaining customer profiles, and preparing financial reports. Ideal candidates will have an associate's degree and at least 2 years of relevant experience, with a focus on negotiation skills and attention to detail.

Qualifications

• 2 years of experience in accounting, customer service, or collections.
• Experience in aviation or fuel is a plus.

Responsibilities

• Set up weekly EFT pulls and email customers the draft notifications.
• Send statements, answer email requests and follow up on customer payments.
• Maintain customer profiles in internal systems.

Skills

Attention to detail

Customer negotiation skills

Self-motivation

Ability to work under pressure

Education

Associates degree in accounting, finance, or business management

Job description

Credit & Collections Specialist is responsible for working with the Director, Risk Management to ensure credit worthiness of customers, determining lines of credit and payment terms, obtaining payments from delinquent accounts, and providing exceptional customer service.

Location: Hybrid – Plymouth, MA or Cleveland, OH

Duties and Responsibilities:

• Set up weekly EFT pulls and email customers the draft notifications.
• Send statements, answer email requests and follow up on customer payments.
• Maintain customer profiles in internal systems.
• Manage credit card customers, ensuring cards are current, submit credit card invoices for payment.
• Own application and balances of cash and lockbox. Apply daily cash and lockbox to customers’ accounts and email customers with discrepancies.
• Assist in contacting past due customers for payment, negotiate payment plans if needed.
• Prepare AR Aging reports and provide ad-hoc analysis as needed.
• Determine if any customer that is past due or over their credit lines should be placed on credit hold.

Skills and Attributes:

• Self-motivated.
• Possesses fanatical attention to detail, a sense of urgency and the ability to meet critical timelines.
• Comfortable speaking with high level decision makers.
• Able to de-escalate customer issues and concerns and use creativity to find solutions.
• Must have excellent negotiation skills.
• Able to work in a team environment that promotes both the customers’ needs while maintaining best practices for the long-term goals of the company.

Qualifications:

• Associates degree in accounting, finance, business management, or equivalent experience.
• 2 years of experience in accounting, customer service, or collections.
• Experience in aviation or fuel is a plus.