Credit Collections Specialist

Addison Group; Wheeling (IL); On-site; USD 55,000 - 85,000; Full time

Job summary

Addison Group is seeking a Credit & Collections Specialist to manage a portfolio of 500–750 B2B customer accounts across multiple regions, with focus on credit analysis and account management. The role requires balancing collections with credit functions, reviewing credit reports, establishing limits, resolving payment discrepancies, and releasing orders from credit hold while partnering with sales.

Strong communication and organizational skills are essential to maintain accurate credit records

Qualifications

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Responsibilities

• Manage a portfolio of approximately 500–750 customer accounts across 3–4 regions.
• Conduct high-volume email and phone collections to ensure timely customer payments.
• Analyze customer creditworthiness and make informed credit recommendations.
• Review and analyze Dun & Bradstreet (D&B) reports and other credit information.
• Obtain and evaluate customer credit references.
• Create and maintain credit files for new and existing accounts.
• Establish and assign appropriate credit limits based on credit analysis, payment history, and company guidelines.
• Monitor accounts receivable balances and proactively follow up on past-due accounts.
• Analyze and resolve customer short pays, payment discrepancies, and account issues.
• Follow up on customer disputes and assist with payment reconciliation.
• Release customer orders from credit hold when appropriate.
• Partner with inside and outside sales representatives to resolve customer credit and collection issues.
• Respond promptly and professionally to customer inquiries regarding accounts, payments, credit limits, and orders.
• Maintain accurate and up-to-date customer account and credit documentation.
• Support additional credit and collections activities as needed.

Skills

Credit analysis

Accounts receivable

Credit reports

D&B reports

Excel (intermediate)

Dynamics AX/365

Communication

Problem solving

Tools

D&B reports

Excel

Job description

We are seeking a Credit & Collections Specialist to manage a portfolio of approximately 500–750 customer accounts across multiple regions, primarily in Indiana and Kentucky. This position is heavily focused on business-to-business collections, while also requiring a strong foundation in credit analysis and account management.

The ideal candidate will have hands‑on experience balancing collections responsibilities with credit functions, including analyzing credit reports, establishing credit limits, setting up new accounts, resolving payment discrepancies, and releasing orders from credit hold. Strong communication skills and the ability to partner effectively with customers and internal sales teams are essential.

Key Responsibilities

• Manage a portfolio of approximately 500–750 customer accounts across 3–4 regions.


• Conduct high-volume email and phone collections to ensure timely customer payments.


• Analyze customer creditworthiness and make informed credit recommendations.


• Review and analyze Dun & Bradstreet (D&B) reports and other credit information.


• Obtain and evaluate customer credit references.


• Create and maintain credit files for new and existing accounts.


• Establish and assign appropriate credit limits based on credit analysis, payment history, and company guidelines.


• Monitor accounts receivable balances and proactively follow up on past‑due accounts.


• Analyze and resolve customer short pays, payment discrepancies, and account issues.


• Follow up on customer disputes and assist with payment reconciliation.


• Release customer orders from credit hold when appropriate.


• Partner with inside and outside sales representatives to resolve customer credit and collection issues.


• Respond promptly and professionally to customer inquiries regarding accounts, payments, credit limits, and orders.


• Maintain accurate and up-to-date customer account and credit documentation.


• Support additional credit and collections activities as needed.

Qualifications

• Previous experience in credit and collections, accounts receivable, or a related financial function.


• Must have a blended credit and collections background; strong collections experience alone is not sufficient.


• Experience managing a high-volume customer account portfolio is preferred.


• Demonstrated experience with commercial/business-to-business collections.


• Experience reviewing credit reports and assessing customer creditworthiness.


• Strong analytical and problem-solving skills, particularly when resolving payment discrepancies and disputes.


• Excellent written and verbal communication skills.


• Ability to work effectively with customers, sales teams, and internal business partners.


• Strong organizational skills with the ability to prioritize and manage a large account portfolio.


• Microsoft Excel: Intermediate proficiency required. Experience should include basic formulas, sorting, filtering, and data manipulation. Advanced functions such as pivot tables and lookups are not required.


• Microsoft Dynamics AX or Dynamics 365: Experience is a plus, but not required.

Ideal Candidate

The successful candidate is a proactive and detail-oriented credit professional who is comfortable spending much of the day managing collections activity while also applying sound credit judgment. They should be confident communicating with customers, analyzing financial and credit information, resolving account issues, and partnering with sales to keep orders moving while protecting the company's credit position.