Credit Coordinator: AR, Collections & Docs

JM Eagle; Los Angeles (CA); On-site; USD 46,000 - 77,000; Full time

Job summary

JM Eagle is seeking an experienced administrative professional in Los Angeles, CA to support accounts receivable, cash application, and document management. The role involves handling large volumes of paperwork, maintaining audit-ready records, and supporting monthly close activities.

The position requires strong organizational skills, attention to detail, and proficiency with AS400, DocuSign, and Microsoft Office. Collaboration with Sales, Accounting, and Customer Service is essential.

Qualifications

• Strong administrative, organizational, and document management skills.
• Excellent attention to detail and accuracy.
• Ability to handle large volumes of paperwork and electronic records efficiently.
• Working knowledge of accounts receivable, cash application, and collection processes preferred.
• Strong customer service and communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Comfortable working in a highly manual and paper-intensive environment.
• Strong follow-through and documentation skills.

Responsibilities

• Maintain and organize physical and electronic customer credit files.
• Scan, index, upload, and archive credit applications, financial documents, correspondence, customer agreements, and supporting records.
• Utilize DocuSign and other electronic document management tools to prepare, distribute, route, track, and maintain documents requiring customer, management, or internal approvals and signatures.
• Maintain departmental filing systems and ensure documents are properly retained according to company procedures.
• Assist with document retrieval requests from management, Sales, Accounting, customers, auditors, attorneys, and other departments.
• Process incoming mail, customer correspondence, and credit-related documentation.
• Perform high-volume data entry and record maintenance activities within AS400 and other designated systems.
• Support the annual external financial audit by locating, organizing, scanning, copying, and providing requested customer files and supporting documentation.
• Maintain audit-ready physical and electronic records throughout the year to facilitate efficient annual audit support.
• Support departmental reporting and special projects as assigned.
• Accurately process and apply customer payments, including checks, ACH transactions, wire transfers, and lockbox receipts within AS400.
• Perform routine cash application activities and assist with account reconciliation efforts.
• Research unapplied cash and payment discrepancies and escape unresolved issues as appropriate.
• Process authorized customer account adjustments, transfers, and credits.
• Assist with maintaining accurate customer account records and supporting documentation.
• Support month-end accounts receivable activities and reporting requirements.
• Review customer account status and assist with daily order release activities through AS400 in accordance with established credit procedures.
• Verify account balances, payment status, and credit hold information prior to releasing orders.
• Escalate accounts with significant past-due balances, exceeded credit limits, or other credit concerns to the Credit Specialist, Assistant Credit Manager, or Credit Manager.
• Perform collection follow-up activities on assigned customer accounts through telephone, email, and written correspondence.
• Contact customers regarding past-due balances and payment status.
• Provide copies of invoices, statements, proof of delivery, and supporting documentation needed to facilitate payment.
• Document customer payment commitments and collection activities within company systems.
• Escalate disputed invoices, collection issues, and significant delinquency concerns to Credit Department management.
• Respond to routine customer inquiries regarding account balances, invoices, statements, payments, and account maintenance requests.
• Work closely with Sales, Customer Service, Shipping, and Accounting departments to resolve routine customer account matters.
• Assist with customer portal administration, including Home Depot, Lowe's, and other customer payment systems.
• Support continuous improvement of departmental processes and workflows.
• Provide backup support to other Credit Department team members as needed

Skills

Administrative skills

Attention to detail

Multitasking

Customer service

Tools

AS400

Microsoft Office

DocuSign

Job description

JM Eagle is seeking an experienced administrative professional in Los Angeles, CA to support accounts receivable, cash application, and document management. The role involves handling large volumes of paperwork, maintaining audit-ready records, and supporting monthly close activities.

The position requires strong organizational skills, attention to detail, and proficiency with AS400, DocuSign, and Microsoft Office. Collaboration with Sales, Accounting, and Customer Service is essential.