Strategic Credit & Collections Specialist

CAT; Midland (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Job summary

Ultipro in Midland, TX is seeking a Credit Services Account Manager responsible for managing collection efforts and credit-related customer service for an assigned AR portfolio. You will review credit applications, approve credit for sales, rentals, parts and service, perform financial analysis, and assist the Credit Manager with credit limits and account adjustments.

The role requires a bachelor’s degree in finance, accounting or business and 3–5 years of related experience; travel up to 10%

Qualifications

• Bachelor’s degree in finance, accounting or business preferred.
• 3–5 years of related work experience.

Responsibilities

• Reviews credit applications.
• Provide credit approvals for sales, rentals, parts & service.
• Conducts financial analysis including third party report review.
• Assist in establishing credit limits on customer accounts through investigation and analysis.
• Review and approve adjustments to accounts.
• Monitor the percentages of aged accounts.
• Prioritize credit reviews for existing accounts.
• Place and receive calls to/from customers and inter-departmental personnel for resolution of past due receivables.
• Complete credit reference requests from third party vendors.
• Assist in opening new accounts and updating account information.
• Assist Cash Clerks in posting customer payments.
• Communicate with internal and external customers to investigate complaints and verify changes.
• Utilize credit reporting services to compile reports on credit history.
• Maintain loan documentation files and monitor compliance to loan terms.

Skills

Credit approvals

Financial analysis

Account reconciliation

Report writing

Communication

Education

Bachelor’s degree in finance, accounting or business

Tools

Credit reporting services

Job description

Ultipro in Midland, TX is seeking a Credit Services Account Manager responsible for managing collection efforts and credit-related customer service for an assigned AR portfolio. You will review credit applications, approve credit for sales, rentals, parts and service, perform financial analysis, and assist the Credit Manager with credit limits and account adjustments.

The role requires a bachelor’s degree in finance, accounting or business and 3–5 years of related experience; travel up to 10%