Credit & Collections Specialist Resume Samples

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J Bauch

Jillian

Bauch

4004 Dandre Glen

Phoenix

+1 (555) 787 4259

4004 Dandre Glen

Phoenix

Phone

p +1 (555) 787 4259

Experience Experience

Detroit, MI

Credit Collections Specialist

Detroit, MI

Zemlak-Turcotte

Detroit, MI

Credit Collections Specialist

Performs other duties as assigned
Performs other functions as necessary or as assigned
Makes customer courtesy calls
Interfaces with Customer Care, Pricing, Traffic, Sales Departments to resolve customer issues timely regarding invoices, terms, pricing and shipping errors
Act as SAP Super User within functional area as assigned
Communicate with customers to help identify and resolve open deductions and issues
Use software designed to support review of customer accounts and to document customer contact

Philadelphia, PA

Credit & Collections Specialist

Philadelphia, PA

Prosacco and Sons

Philadelphia, PA

Credit & Collections Specialist

Recommend process improvements for collections activities. Assist in the documentation and roll out of such improvements
Works closely with Branch Management to ensure timely resolution of billing discrepancies
Performs daily collection activities on his/her customer portfolio via EFI’s Credit Management tool Getpaid (calls, emails and letters to customers)
Working with Credit & Collections team on projects assigned to improve processes to better service Internal business units
Update sales and management on past due accounts by providing specific updates for each customer
Perform all other duties as assigned by the Manheim Credit & Collection Manager
Possesses well developed judgment to make independent decisions and problem solve daily issues

present

Phoenix, AZ

Senior Credit & Collections Specialist

Phoenix, AZ

Stroman-Beahan

present

Phoenix, AZ

Senior Credit & Collections Specialist

present

Collection calls and/or correspondence in a fast paced goal oriented collections department
Providing customer service regarding collection issues, process and review account adjustments, resolve client discrepancies and short payments. Responsible for monitoring and maintaining assigned accounts- Customer calls, account adjustments, small balance write off, customer reconciliations and processing credit memos
Establish and maintain effective and cooperative working relationships with account Reps
Weekly and monthly reporting to direct supervisor
Participate in team planning meetings
Reporting on and analyzing the performance of existing clients and their credit
Monitoring of monthly AR reports and reporting on past-due balances

Education Education

Bachelor’s Degree in Accounting

University of California, Los Angeles

Bachelor’s Degree in Accounting

Skills Skills

Strong attention to detail with emphasis on accuracy and strong analytical skills
Ability to apply good judgment and professional integrity in decision making
Strong ability to communicate both orally and in writing along with computer skills, including strong Excel experience, Outlook, Work and the Internet
Knowledge of the A/R function including demonstrated ability in collections
The ability to effectively interact and communicate with customers in a professional manner
Ability to complete detailed credit and rebill paperwork with accuracy
Strong attention to detail
Knowledge of basic principles of accounting including debit and credits
Good math aptitude and the ability to work accurately with numbers are essential
Knowledge of accounts receivable

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15 Credit & Collections Specialist resume templates

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Credit & Collections Specialist Resume Examples & Samples

Using independent judgment managing collection and activities for an assigned portfolio of accounts by following company procedures and credit and collection policy, including making contact with sales staff and customers on unresolved balances
Reviews and analyses weekly aging reports, evaluate status of accounts assigned. Using independent judgment, makes changes in credit terms based on level of authority, places on or releases holds, approves or holds orders based on level of authority. Setup meetings with sales to discuss and determine resolution on unresolved aged invoices
Analyzes, evaluates, prepares and submits for approval, accounts that are judged to be appropriate for 3rd party collections
Interfaces with and provides expertise and advice to customer service and other departments as it relates to customer credit issues
Communicates credit decisions to the sales force consistently, effectively, clearly, and timely
Provides information to cash application specialist on funds received without specific remittance information by contacting customers or sales and obtaining a “customer specific and signed list of invoices”
Coordinating with sales to research customer disputes and deductions. Follows through to resolution and collection or credit issuance
Reviews concerns and extraordinary exceptions in a timely manner and brings them to the attention of management
Keeps management informed of activities within area of responsibility not considered ordinary course of business
Performs other duties and projects as assigned at all times within company guidelines and policies
Prepares credit/debit memo requests and issue adjustments within level of authority
Prepares, analyzes and evaluates data for management required reports
Receives return check notification, distributes as appropriate, and follows up for collection to resolution
Processing all new accounts/requests forms for assigned portfolio within level of authority
4 + years’ experience in accounts receivables credit and collections, preferably in large Multinational Corporations
2 + years of college Accounting, Business and/or Finance coursework completed
Deductions and Chargeback experience
Effectively communicates with positions at all levels within the organization
Possesses excellent organization and communication skills
Be able to prioritize workload and multi-task in a fast paced environment
Excellent handling of software packages (ERP’s) / Windows applications: intermediate Excel, word, etc
Manufacturing experience
MAS90 Experience
Bilingual English and Spanish

A/R Credit & Collections Specialist Resume Examples & Samples

Contacts international customers for payment of delinquent accounts and confers via email, fax, and phone or in person reasons for overdue payment, reviewing terms of sale, service, or credit contract with customer
Provides customer with supporting documents (invoices, airway bills, receiving documents, compliance certs etc.) as required. Generates and sends customer statements as required
Confers with other departments including Customer Service, Account Management, QA, Billing and Warehouse to resolve discrepancies. Keeps open communication lines with all areas of the business to gather pertinent business data that could impact a customer’s credit status or ability to pay
Researches and resolves customer invoice and payment discrepancies and completes appropriate paperwork for Account Receivable adjustments. Files proof of claim for bankruptcies as required
Meets departmental metrics for AR Aging Reduction and Cash Collections
Escalates potential payment issues to appropriate levels of management
Records information in IFS, our ERP system, about financial status of customer and status of collection efforts. Provides reporting data related to efforts as required
Researches and resolves un-applied cash in a timely fashion
Tracks process data related to assigned areas and supports departmental process improvement requirements and other ACE initiatives. ACE is the system we use to provide continuous opportunity for improvement
Monitors offset accounts and prepares offset agreements with customers
Works with customer service and logistics to ensure customer invoices are appropriately delivered in accordance with customer requirements
Prepares and reviews LC payment submittals as required. Reviews and code’s invoices related to LC’s
Works with Xerox on issues of payment, unapplied cash application, and collections
Supports freight review and management via data2logistics
Supports Finance Department Management as well as department goals and objectives by successfully completing other duties and projects as assigned
Airline Pilot/Copilot/Flight Engineer
Commerical and Industry Relations
Engineering
Government Relations
Information Technology
Internal Audit
Management
Operations
Procurement
Supply Chain Management

Credit & Collections Specialist Resume Examples & Samples

Contact customers for payment through written and verbal means to request payment or to discover reasons for non-payment
Understand specific SBU requirements for specific processes, approval limits, and authority levels, and employ standard work to be in compliance with the same
Document issues and appropriate action plans to resolve issues
Understand customer buying and payment processes to develop strategies to effect prompt payment from customers
Perform credit evaluations on existing and new accounts to establish and adjust credit limits on accounts; submit credit override requests; includes making recommendations to SBU managerial associates to gain consensus
Review new orders for approval, hold, or qualification depending on available credit limit and risk category (i.e. open account, cash in advance, etc.) while considering status of existing accounts receivable; exercise of judgment utilized considering current state of accounts receivable and customer credit worthiness
Select a function
Administration
Analyst
Communications
Co-Ops/Interns
E-business
Environment, Health & Safety
Facilities
Field Service Operations
General Management
Hourly
Human Resources
International Trade Compliance
Legal
Marketing
Program Manager
Project Manager
Quality
Research/Development
Sales
Strategic Planning

Credit & Collections Specialist Resume Examples & Samples

2+ years of Credit and Collections experience
Associate's Degree in Accounting and/or Business from a two-year College or Technical school
Working knowledge of SAP
Microsoft Office/Suite proficient (Word, Excel, PowerPoint, etc.)
Solid problem-solving, negotiating and decision-making skills

Credit & Collections Specialist With English & Dutch Resume Examples & Samples

Implementation of permanent account administration, reconciliation and account analysis
To ensure all ledgers are kept clean and reconciled
To ensure full compliance with all associated internal and Sarbox controls
High level of English and Dutch

Credit & Collections Specialist Resume Examples & Samples

Investigate credit worthiness of new customers; assign payment terms and credit limits
Review and update customer account's payment terms and credit limits and credit files annually or as required
Evaluate accounts on credit hold to determine if accounts should be released according to policy and payment history
Collection of overdue invoices/balances by working directly with the customer to negotiate and set up payment plans. Analyze various collection reports daily that assist with the collection process
Evaluate strategy of delinquent accounts and forward to a collection agency as needed
Maintain all records and backup documentation related to accounts receivable and collections activities
Process small balance and bad debt write-offs
Recommend process improvements for collections activities. Assist in the documentation and roll out of such improvements
Identify any major issues impacting credit and collection operations
Seek out and communicate opportunities to improve, standardize and streamline the company’s credit, collections and A/R policies and processes
Prepare and distribute weekly, monthly, annual and, as needed, ad hoc reporting
High School Degree or GED; Associates or Bachelor’s degree in accounting or related field preferred, but not required
3+ years of experience in Accounts Receivable, Credit and Collections or combination of experience and education equivalent
ECommerce and retail industry knowledge preferred, willingness to learn required
Comprehensive understanding of the order to cash cycle and strong reasoning skills to use judgment in determining compliance to policies
Effective written and oral communication skills; ability to deliver clear communication to all levels of the organization
Strong attention to detail with emphasis on accuracy and strong analytical skills
Collaborative and customer-service work style and effective interpersonal skills handling delicate credit issues
Great organizational skills with ability to multi-task and handle stress with changing priorities
Resourceful and solutions driven
Self supervising and able to engage with other teams proactively
Familiarity with analyzing financial statements
Understanding of collection laws and techniques; strong negotiation skills

Credit & Collections Specialist Resume Examples & Samples

Create a credit risk management environment of an acceptable quality, in terms of established credit guidelines
Work together with Global Credit Manager on developing sound, acceptable credit policies
Analyze delinquent accounts and prepare report on highest risk accounts including recommendations for resolution
Interact with customers to obtain additional credit information to support credit lines
Reconcile transactions and balances to maintain accurate accounts
Initiate credits and adjustments to customer accounts within company policy limits
Submit requests to senior management and supporting documentation for accounts requiring credit lines
Monitor receivables and collections and provide updates of receivables and provide appropriate reporting procedures
Identify problem accounts and provide regular updates of receivables to management
Negotiate payment programs with delinquent customers
Monitor violations of credit policies, provide analysis, conclusion and recommendations, present findings to senior management and suggest actions/penalties to be taken when appropriate
Develop processes and procedures for evaluating customer financials and setting and changing credit lines/limits, as well as credit holds
Implement liens as necessary to major delinquent account as approved
Work together with global credit manager on implementing standard group reporting

Credit & Collections Specialist With English & Swedish Resume Examples & Samples

Responsible for the analysis, reconciliation, and collection of a large portfolio of Customer Accounts with the objective of reducing and minimizing past due balances
Make outbound contacts with end customer contacts to ensure timely payment of invoices
Implementation of credit/account management, ascertainment of the payment patterns and, if necessary, implementation of corrective measures
To ensure debt and cash targets are met on a quarterly/monthly basis
High level of English and Swedish
Relevant and demonstrable experience of a collections role. (Required)
Customer focused orientation
Excellent analytical and reconciliation skills
Committed approach to team work
Resilient under pressure and able to quickly adapt to unforeseen work demands
Adaptable to a changing environment

Credit & Collections Specialist Resume Examples & Samples

Cash application: Customers pay their outstanding account balance by check, credit card, ACH or wire. Cash receipts paid via check and ACH are pulled from an online imaging website. Credit card payments are initiated by the customer and processed by the Specialist. Once the cash receipt information is received, cash is applied to the customer card in Navision (G/L system) based on the appropriate invoice being paid as indicated by the customer
Release orders on credit hold: If a customer places an order that exceeds their credit limit, the order is placed into credit check. The Credit and Collection Specialist is responsible for reviewing the account balance to determine the appropriate action (i.e. keep the order on hold until payment is received or release the order)
Making/receiving phone calls: A phone call is made to each past due account every month to find out the status of their past due invoices. Provided to customers are statements, invoice copies, POD’s, P.O.’s and anything else they may need from us to get the invoice paid
PiRL invoices and credit card processing: Each week the Credit and Collection Specialist will work with the PiRL lab to invoice completed customer tests and process the payments
Invoicing: Credit and Collection Specialist is responsible for obtaining all information needed to process nonstandard invoices and post credit memos
Credit Limits: Credit and Collection Specialist will research and provide initial credit limit recommendations for all new customers. Additionally, Specialist will perform quarterly review of current customer credit limits and provide recommendations for updates
Month end: Various month end reporting responsibilities which include closing the ERP System, creating graphs, updating bad debt reserve, DSO calculations, maintaining miscellaneous reconciliations and updating sales tables in Navision
Provide management team appropriate reporting for tracking of accounts receivable and the aging. Specialist will be intimately familiar with the reasons for changes in AR, shifts in the aging buckets, changes to bad debt and DSO
Responsible for creating the budgeted AR, aging and DSO for each budget year and updating the forecast monthly
The Credit and Collection Specialist is expected to learn, grow, develop and assume increasing responsibilities
Associates degree in accounting or finance track is required; a Bachelor’s degree in accounting or finance is a plus
Accounts receivable experience and understanding is preferred
Microsoft Office Products proficiency
Detail-oriented with excellent organizational skills
Has the ability to learn, grow, develop and assume increasing responsibilities
Associates degree
KP-1

Credit & Collections Specialist Resume Examples & Samples

A minimum of 2 years’ relevant experience, preferably in an accounts receivable and/or credit control role
Good working knowledge of JD Edwards (desirable), GetPaid, Cognos, MS office, especially Excel, and the ability to learn and adapt to new software technologies
Strong verbal and written communication skills with fluency in English and German to communicate effectively via email and phone by utilizing proper grammar
Strong Customer Service Focus and high attention to detail
Perform related duties as assigned and project work as required

Senior Credit & Collections Specialist Resume Examples & Samples

Focus on the timely cash application by pulling of bank reports and retrieving check deposits via banking establishments or online programs daily
Scanning and attaching remittance payments in SAP, copying and sending remittance details to the QAD sites
Focus on the timely collection of TRW Automotive receivables. This may be comprised of, but is not limited to, TRW Automotive operations in the US and Canada
Improve cash flow from better credit and collection processes and improved communications
Focus on the timely reconciliation of customer discrepancies and customer pricing, may be comprised of, but is not limited to, TRW Automotive operations in the US and Canada
Focus on the timely creation and accuracy of customer billings where applicable
Reconciling all banking reports to cash applied for month end balancing
Reconciliation of all Inter-Company transactions for month end balancing
Position will also assist in the preparation of documentation necessary for audits in regards to SOX or any other internal/external AR Audits
High legal and ethical standards
Drive Shared Services philosophy throughout the organization; and
Assess current processes and recommend improvement to drive process efficiency

Credit & Collections Specialist Resume Examples & Samples

Drive execution of the company's’ credit and collections processes
To be able to collect timely based on the credit terms provided to our customers
Keep abreast of the ever-changing Credit and Collections laws across the globe
Build strong, cross-functional relationships with such departments as Sales, Billing, Operations and Customer Service
To be able to perform a weekly cash forecast with accuracy of 90% or better
Knowledge, skill and experience in account reconciliation, credit extensions, payment plans
Ability to understand and be conversant in relevant legal, regulatory and compliance issues. This includes knowledge of bankruptcy laws and preference matters
Working knowledge of Oracle 12 and Excel including Pivot tables preferred
Cold Calling experience is a plus
Must be diplomatic and possess strong problem solving skills
2+ years of progressive experience in credit collections
Bachelor’s degree in Accounting, Finance, and/or equivalent experience is preferred

Credit & Collections Specialist Resume Examples & Samples

Become familiar with the Bayer culture and systems
Understand how to obtain credit information that is used daily to make credit decisions
Assign credit limits to on-line systems after careful review and analysis of all pertinent credit information
Interact with internal/external contacts
Establish and maintain credit review files on customers
Analyze and collect unauthorized customer deductions and unearned cash discounts
Collect past due accounts utilizing SAP
Resolve discrepancies which prevent prompt payment
Recommend accounts to be placed for collection and/or consider for bad deb write off
Contact customers by telephone, letters, email and fax to collect on past due accounts
Make credit decisions on past due customers by gathering and processing information, which enables incumbent to release or hold orders
Meets deadlines
Familiar with Outlook, Word and Excel

Credit Collections Specialist Resume Examples & Samples

Review and analyze the customer accounts in order to meet Accounts Receivable, DSO and Collection Goals
Researches and analyzes available internal and external reports for assigned customer portfolio to determine the release of incoming orders with Company credit risk policy / procedures to minimize risk exposure
Interfaces with Customer Care, Pricing, Traffic, Sales Departments to resolve customer issues timely regarding invoices, terms, pricing and shipping errors
Initiates customer charge-back letters
Conducts collection calls / email to ensure timely payments, reduction of past due, resolution of claims / discrepancies and reduce bad-debt write-offs
Prepares month end reports, as well as customer specific projects
Participates in month Accounts Receivable over-view meetings

Credit & Collections Specialist Resume Examples & Samples

Responsible for daily collection calls and negotiation of appropriate payment plans
Providing customer service regarding collection issues, processing and reviewing account adjustments and resolving client discrepancies
Special projects, as required
Bachelor’s degree in Accounting or Finance, a plus
2+ years of experience
Experience using A/R software
Must demonstrate strong organizational skills and be able to multi-task
Can work independently and thrive under pressure

Credit & Collections Specialist Resume Examples & Samples

1 - 3 years of experience in a similar position
Strong track record of performance in collections (inbound or outbound operations) Consumer collections experience is preferred
Bilingual is a plus (English, Spanish)
Undergraduate degree is highly preferred
Experience in collecting multiple ranges of delinquency
Self motivated, stay focused on working in performance based environment
Able to manage multiple accounts
Plan and organize to ensure all collections strategies are executed on a consistent basis

Credit & Collections Specialist Resume Examples & Samples

Performs credit/collection functions in accordance with established company guidelines and procedures
Evaluates and processes new credit applications in a timely manner, ensuring application is complete and accurate
Verifies all credit references via EXPERIAN or similar credit bureau reports
Approves or rejects new applications for credit
Prepares and distributes monthly account statements detailing credit/collection status of accounts
Analyzes and reviews account status and determines whether to maintain, increase or reduce credit line within set limits
Reviews open accounts for collection efforts and makes decisions on pending orders, closing accounts or extending additional credit
Arranges payment terms of payment for accounts in arrears
Notifies Manager, Credit & Collections to initiate collection process on overdue accounts where collections efforts cannot be readily resolved
Identifies account problems, researches and resolves all discrepancies in a timely and thorough manner
Escalates problems that cannot be resolved at this level to Manager, Credit & Collections for resolution
Prepares weekly reports on status of credit/collections activity
Maintains listing of accounts and current credit line status
Notifies Sales Representatives and/or customers of orders put on hold due to delinquent account status
Coordinates efforts with Sales Representatives to resolve disputed invoices/account status
Issues release orders when accounts are back in favorable status
Reduces DSO and DSO overdue
Associate’s Degree
1+ year(s) experience
Experience working on Sarbanes-Oxley
Equivalent combination of education and experience
Ability to manage and prioritize projects
Strong PC skills, including Excel, Word, Power Point, SAP
Effective communication Skills, both verbal and written
Ability to multi-task and adapt to change
Works independently with limited supervision
Heavy/high volume phone work
Knowledge of accounting practices and accounts receivable reconciliation
Associates degree in Business, Finance or Accounting
Good knowledge of Luxottica’s credit policies and collection procedures

Credit & Collections Specialist Resume Examples & Samples

2 years Credit & Collection experience
Working in a team environment
Cash Application and/or reconciliation skills
Ability to operate in fast paced environment and multitask
SAP Experience or Other ERP Application

A/R, Credit & Collections Specialist Resume Examples & Samples

Must have experience in a Transportation/Logistics and/or Supply Chain Collection environment
Make past due notice collection calls, past due accounts
Collects, monitors and manages all assigned accounts for prompt payments on a daily basis, and collects and monitors all past accounts
Send out collection notices via mail and email
Resolve billing disputes and provide resolution
Assist with DSO reduction and monitor receivables and add value to ideas on reducing outstanding invoices
Must have a clear and professional phone manor
Monitor receivables and collections and provide updates of receivables

Credit & Collections Specialist Available Resume Examples & Samples

Making outbound calls on invoicing for new and existing accounts
Conducting credit investigations and making collection calls on delinquent accounts
Utilizing internal processes to assist with identifying potential risk
Communicate with internal and external customers to verify accuracy of charges and resolve errors

Credit & Collections Specialist Resume Examples & Samples

2-4 years work experience in collections
Excellent technology skills, particularly expertise with Microsoft Excel and accounting applications
Strong written and verbal communication skills and the ability to multitask effectively and work independently
Must be able to maintain a professional attitude and demeanor while working with customers, sales representatives, other team members within the company

Credit & Collections Specialist Resume Examples & Samples

Managing a large portfolio of clients with outstanding receivables
Analyzing client portfolios and taking appropriate actions for resolution
Provides frequent reporting to client, project team and leadership on outstanding receivables
Contacting client AP departments and establishing payment dates, or issues keeping client from paying
Accurately reporting and elevating client issues for senior leadership
Follows policies to establish and recommend bad debt reserves and write downs
Responding to calls and emails from clients and internal partners, communicates effectively with all parties on a professional level to ensure appropriate resolution
Possesses well developed judgment to make independent decisions and problem solve daily issues
Uses advanced written and verbal skills to communicate issues to clients, project teams and leadership
Ability to work independently from manager
Above average problem solving skills
Bachelors Degree or Equivalent experience
5 years of professional experience
Knowledge, or the ability to quickly attain the knowledge, of the construction/collections industry

Credit & Collections Specialist Resume Examples & Samples

Make collections calls on past due 31+ (daily)
Initiate and follow up on collections of all service charges
As back up, make collections calls on past due 61+ and 91+
Provide phone support for department (ongoing)
Perform other miscellaneous duties as assigned
Process credit card charges
Assist customers and handle their inquiries
Review ICE report for final demand recommendation
Scan Credit applications and Credit Card applications
Medical Exam Required

Manheim Credit & Collections Specialist Resume Examples & Samples

Customer facing, sale day administration including registration, and problem resolution
Conduct customer credit reviews and make recommendations for appropriate payment plan (i.e. universal credit limit, check, cash, floorplan)
Monitor performance of customer portfolio
High School Diploma or equivalent required; Bachelor’s degree preferred
1 - 3 years Credit & Collection or Accounting experience preferred
Experience in the Automobile Captive Finance Industry or the Auction business preferred
Good computer and software knowledge essential
Bilingual applicant preferred

Credit & Collections Specialist Resume Examples & Samples

Business Administration or Finance Degree
High level of English and fluent Danish
Relevant and demonstrable experience in a finance or accounts role
Sap Experience
Customer focused
Ability to work own initiative
Financial & commercial awareness / good numerical skills

Credit Collections Specialist Resume Examples & Samples

Three years of credit and collections experience required; preferably in a manufacturing environment
College level knowledge of business, finance and accounting typically acquired through the attainment of a Bachelor’s Degree in Business Administration or a related field, including credit principles, procedures and practices
Intermediate Microsoft software proficiency
Retail or apparel manufacturing industry experience preferred
Ability to resolve problems -- with solutions!
Superior verbal and written communication and customer service skills
Attention to detail, ability to work independently or in a team environment
Excellent administrative, analytical, mathematical and organizational skills
Strong sense of urgency to help drive the business forward
Right candidate is looking to build a career within the Accounting & Finance team

Credit & Collections Specialist Resume Examples & Samples

Collection calls
Credit risk analysis
Credit checks
Resolve billing disputes
Ad- hoc assignments
Associates or Bachelor’s Degree preferred
2 years of collections experience
Strong Microsoft Office skills

Credit & Collections Specialist Resume Examples & Samples

Call past due customers for payment status 60%
Ensure research issues are promptly executed and resolved 15%
Review and release order on credit hold list 15%
Escalate large collection issues appropriately 5%
Prepare and follow up on account adjustments 5%
1 to 2 years
Strong ability to communicate both orally and in writing along with computer skills, including strong Excel experience, Outlook, Work and the Internet
Ability to invoke customer action through soliciting, evaluating, and acting upon customer interaction
Ability to negotiate and resolve issues/problems
Ability to identify and address concerns before they become problems, and to propose solutions to concerns

Credit & Collections Specialist Resume Examples & Samples

High School Diploma or equivalent required; Bachelor’s degree preferable
Strong communication and interpersonal skills required
Effective and competent, customer service and organizational skills required
Must be detail-oriented, assertive, and efficient

Credit & Collections Specialist Resume Examples & Samples

Contacts customers for payment of outstanding accounts. Identifies, researches and resolves problems affecting payment. Mails or faxes invoice copies as requested
Monitors and controls aging of accounts
Responds to customer, account representative or sales support inquiries concerning invoice discrepancies. Pulls needed information to research and respond to inquiries
Issues credits or rebills to correct customer billings and to balance the ledger as needed
Reviews new customer credit applications. Conducts credit references and as necessary review questionable credit references with manager prior to approval of account
Follows up with customer concerning partial payments. Determines reason for partial payment and investigate to resolve
Processes cash adjustment sheets for transferring credits for open invoices, clearing tax amounts and small account balances
Coordinates customer payment reminders. Generates and mails payment reminder notices to customers
Verifies customer eligibility for tax-exempt certification status and review and release orders on "credit hold" according to assigned credit status
Secures customer checks received
Maintains accurate receivables records and 90 day status report. Prepares various receivables information for Headquarters end of month report
Acts as backup to other A/R staff and perform other projects and duties as assigned
High School Diploma or equivalent combination of education and experience
3-6 hours of post high school accounting or equivalent experience
One year previous accounts receivable or related experience
Knowledge of debits and credits
Excellent verbal, telephone and written skills are necessary to interact with customers and sales staff
Above average knowledge in Microsoft Excel
Experience with cash applications
Knowledge of the A/R function including demonstrated ability in collections
Knowledge of basic principles of accounting including debit and credits
Ability/willingness to respond to customer needs in tactful, professional manner
Ability to complete detailed credit and rebill paperwork with accuracy
Work planning and organization skills
Ability to work under pressure of deadlines/interruptions
Listening skills are necessary to resolve invoice discrepancies
Ability to work as a team member
General office skills (filing, recordkeeping, etc,)
Math skills including multiplication, division, percentages and decimals
Demonstrated record of consistent attendance/punctuality

Credit & Collections Specialist Resume Examples & Samples

On a regular basis, retrieves and reviews billing system reports to identify delinquent accounts
Prepares and provides reports reflecting status of credit and collection activity in area of responsibility
Performs other duties as assigned or apparent
Directly related experience in which individuals have worked with customers in a collections capacity in a service based industry
A thorough knowledge and understanding of credit and collections transactions and processes
A minimum of 2 years of collections, billing, customer service or related experience dealing directly with customers
The ability to effectively interact and communicate with customers in a professional manner

Credit & Collections Specialist Resume Examples & Samples

Reviews status of delinquent accounts and initiates collection action. Notifies parties involved and prepares correspondence
Maintains records on credit risk, delinquent accounts and incomplete files and updates account information
Reviews credit files and customer applications for completion
Obtains information from credit organizations, banks and loan associations
Preforms basic clerical duties

Credit Collections Specialist Resume Examples & Samples

Research and analyze customer deductions for product shortages, damages, pricing discrepancies, customer incentives, or other deductions taken by customers
Collaborate with customer support, credit, sales and other departments to resolve in a timely manner
Communicate with customers to help identify and resolve open deductions and issues
Use software designed to support review of customer accounts and to document customer contact
Act as SAP Super User within functional area as assigned
Associate’s degree in related field OR 2 years of relevant coursework in Accounting and/or Finance
0-2 years of experience within credit with preference of experience in deduction resolution
Previous experience using SAP or equivalent ERP

Credit & Collections Specialist Resume Examples & Samples

Performs all collection activities for assigned portfolio of accounts while striving to maintain a Day Sales Outstanding to meet or exceed Black Box objectives
Works closely with Branch Management to ensure timely resolution of billing discrepancies
Conducts collection calls to obtain payment commitments within an agreed upon time frame by resolving customer billing disputes and negotiating payment terms in light of customer cash flow problems. Report results to Branch Management via monthly AR calls
Run, review, and mail customer statements on a quarterly basis. Rectify inaccurate customer statements in a timely manner
Process 3rd party referrals, Bad Debt write-off requests, and check requests
May require evaluation of financial statements and related customer data to establish credit limits within department guidelines. May be responsible for bankruptcy proceedings including: monitoring bankruptcy filing dates, proof of claim dates and post-petition exposure

Credit & Collections Specialist Resume Examples & Samples

Maintain aging at acceptable level in line with company objectives
Take the lead in collections of all past due accounts for the high volume portfolio assigned by contacting customers to ensure prompt payment of all invoices
Minimize past due receivable, open chargebacks, bad debt & DSO
Update sales and management on past due accounts by providing specific updates for each customer
Resolve Invoice and Statement issues and ensure all accounts are updated in a timely manner
Maintain strong effective working relationships with sales and operations group for timely resolution of billing issues
Maintain accurate customer files, keep track of name and address changes
Process accounts with outside collection agency
Recommend action on delinquent accounts by analyzing paying practices of customers
Recommend credit line adjustments by evaluating customer records, purchase activity, and payment history
Verify accuracy of charges and correct account errors by reviewing purchasing documentation
Maintain customer confidence by keeping information confidential
Assess credit worthiness of accounts, by processing credit applications
Resolve issues and ensure all accounts are up date by applying credits and written off small dollar balances
3+ years of experience working in Credit and Collections
Related degree a plus or equivalent work experience with a H.S Diploma or G.E.D. required
Experience in Food Service industry a plus
Must have the ability to multi-task and manage high volume emails & calls (30 to 40 calls daily and manager 3000 accounts)
Must have excellent research skills to resolve Chargeback issues
Telemarketing and Customer Service experience a plus
Team oriented problem solver who takes ownership of their work
Able to deliver excellent customer service at all levels, externally and Internally
Detail oriented with strong follow-up, time management, multitasking skills while handling frequent interruptions
Strong knowledge of MS Office, especially Excel is required; JD Edwards experience a plus

Credit & Collections Specialist Resume Examples & Samples

Collecting past due payments and reconciling accounts in assigned divisions
Business to Business collections experience needed
Credit experience
Monitoring credit hold list and releasing orders as recommended
Build and maintain solid relationship with customers, sales and customer service teams
Preparation of adjustment forms with follow up to completion

Credit & Collections Specialist Resume Examples & Samples

Make inquiries on customer payment status
Reconcile customer accounts
Track account details for non-payments, delayed payments or other irregularities
Resolve customer discrepancies
Adhere to company credit and collection standards and policies
Knowledge of accounts receivable
Knowledge of general accounting procedures
1-2 years accounts receivable or credit & collections experience
Fluent in English and German
Any additional European language of advantage
Ability to organize and prioritize
Excellent IT user skills
Ability to work effectively in a team environment, as well as independently
Bachelors degree and 1-2 years experience or 3+ years of related experience

Credit & Collections Specialist Resume Examples & Samples

Monitor and maintain assigned accounts
Reduce delinquency for assigned accounts
Provide customer service regarding collection issues
Reconcile customer disputes
Manage the processing of adjustments and appropriate reporting
High volume phone calls
Provide excellent customer service

Credit & Collections Specialist Resume Examples & Samples

Enters customer service agreements into the Company's data tracking systems. Receives and reviews information from credit reports and contacts various credit sources to ensure credit packages or customer credit applications are complete. Following standard credit processes and procedures, assesses the risk of offering credit to new and existing customers for multiple divisions, business units or an area. Within a determined threshold, approves credit limits. Makes recommendations to the management team as appropriate for non-standard situations or situations in which request exceeds authority to approve. Accepts payment on certain accounts as appropriate and resolves most questions and problems, referring only the most complex to higher levels. Where appropriate performs research to identify misapplied payments and resolve basic and moderately complex issues. May retrieve and review billing system reports to identify delinquent accounts. Following standard operating procedures, contacts customers via phone or standard letter to bring accounts to a current status. Prepares and provides reports reflecting status of credit and collection activity in area of responsibility. Documents credit and collections activity for assigned accounts. Performs other duties as assigned or apparent. The statements herein are intended to describe the general nature of work performed by this position, and are not to be construed as an exhaustive list of responsibilities, duties, and skills. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company
Directly related experience in which individuals have worked with customers in a collections capacity in a service based industry. A thorough knowledge and understanding of credit and collections transactions and processes. Are you bi-lingual in English and Spanish?
Have MS Excel skills at an intermediate level. Demonstrated ability to follow standard operating procedures and instructions to complete tasks in a timely and accurate manner. The ability to effectively interact and communicate with customers in a professional manner. Good math aptitude and the ability to work accurately with numbers are essential

Credit & Collections Specialist Resume Examples & Samples

Accurately coordinate with Texas regional credit manager and local credit managers on customer accounts
Run Accounts Receivable Reports and follow up with customers to collect on past due invoices and any other reconciliation issues for overpayment, short payment, tax, discounts, etc. and note the accounts with the results of such
Provide credit references on customers to other companies. Obtain credit references on prospective customers who submit new credit applications
Provide credit references for customers to other companies
Obtain credit information and/or references on prospective customers who submit new credit applications
Identify and investigate any deduction or short pay by contacting the customer and working with Customer Service and/or the customer until the discrepancies are resolved
Work closely with Billing, Estimating and local Credit Managers to help resolve invoice/billing issues
Research NSF checks and work closely with Cross Check
Furnish W9 documentation to customers as needed
Follow-up with assigned customers on past due invoices, reconciliation issues, etc
Run end of the month aging reports, customer statements, finance charges and balance COD accounts receivable to the general ledger
Prepare various month end reports and journal entries and provide back up for the Accounts Receivable and Credit departments
Release orders on credit hold as directed by management
Process credit card payments
Regular and predictable attendance at assigned times is required
Flexibility to perform other duties as assigned
Customer service experience necessary, particularly as it applies to phone conversations dealing with collection issues
Remotely support businesses across Texas in various capacities
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily
Education/Experience
College degree in Finance, economics, general business or equivalent is preferred. Related work experience a plus
Strong Microsoft Office suite proficiency, especially in Excel & Powerpoint
Effective verbal and written communication skills and an ability to work with management
Ability to operate office equipment including, but not limited to: computers, copiers, ten key adding machine, fax machine, printers, etc
Ability to analyze issues independently and complete daily activities according to work schedule
Knowledge and/or previous related experience in financial accounting environment preferred
Ability to perform under deadline pressure
Intermediate computer skills required
Collections and accounting knowledge preferred
Knowledge of Texas lien and bond laws preferred

Credit / Collections Specialist Resume Examples & Samples

Commercial Channel
Responsible for logging and sending cash in advance and post-dated checks to the lockbox
Responsible for sending Proforma invoices to the customers
Provide departmental assistance on special projects as needed
Bachelor’s Degree in Accounting/ Business and 5 years related finance experience. Prefer credit/collections but requires a basic knowledge of the area of Finance
Excellent computer skills, i.e., Microsoft Excel and Word

Credit & Collections Specialist Resume Examples & Samples

1 - 3 years Credit & Collection or Accounting experience required
Effective and customer service and organizational skills required
Bilingual applicant preferred but not necessary

Credit & Collections Specialist Resume Examples & Samples

Monitor and maintain assigned client accounts in order to reduce past due receivables and maximize cash receipts
Contact customers (via email/phone) regarding overdue accounts and determine reason for non-payment
Address customer disputes and deductions as they pertain to payment of outstanding balances
Issue dunning letters to overdue accounts and determine a viable payment plan, when applicable
Order releasing, processing of customer refunds and cash transfers
Research and analyze credit worthiness for new and existing customers while mitigating risk
Create and maintain credit records to ensure compliance requirements are being met
Resolve high priority issues & questions escalated from Global Shared Services team members regarding credit, collections and cash application
Collaborate cross-functionally with business units, finance, accounting, and customer service
Proactively seek innovative ways to improve internal processes to reduce time-to-complete work
Provide reporting for routine month end & ad hoc analysis
Opportunities for training and potential growth opportunities
Entrepreneurial culture with the stability of over 100-years’ experience in the lighting business
Endless rounds of coffee (the good kind!), and a lobby that puts on a pretty amazing light show
Intelligent colleagues and leaders that will push your thinking
A healthy café with tons of breakfast and lunch options
And a gym that you’ll gain free access to on day one
Analytical skills, primarily focused on commercial credit and handling commercial collections
A team player with a super helpful attitude
Professional written and oral communication skills
Basic finance/mathematical common sense
Strong organization and time management skills, especially under pressure
Adaptability
Proficiency in Excel and ideally, SAP
Bachelor’s in business, math or related field
2 to 4 years of analytical experience

Credit & Collections Specialist Resume Examples & Samples

Supports collection strategies and work flows to meet quarterly cash flow targets
Supports collection strategies to meet DSO targets for the division and individual territory
Supports Thermo Fisher program by ensuring compliance with approved policies and procedures
Assist with minimizing bad debt risk and bad debt reserve requirements
Build and manage relationships with customers, particularly with national and international distributors, as well as Thermo Fisher sales offices, while supporting improved division CAS scores
Assist with the collection efforts of overdue accounts
BS degree in Accounting, Finance or related discipline or 2+ years related accounting experience required
Intermediate proficiency in MS Office including Excel, Word, and Outlook
Excellent communication skills and ability to work independently in a fast-paced environment
Experience with automated ERP systems is a plus

Credit & Collections Specialist Resume Examples & Samples

Review open accounts for collection efforts and make decisions on pending orders, closing accounts and extending additional credit
Make outbound collection calls to distributors and franchisees
Confer with representatives of our shipping carriers and our credit processors
Send credit memos, vouchers, invoices, statements, and collection letters
Communicate with internal and external customers by telephone and by mail to investigate complaints, verify accuracy of charges, or to correct errors in accounts
Undergraduate degree in Business or related field is strongly preferred
Ability to calculate figures and amounts such as interest and percentages
Above average Excel Skills
Ability to write short correspondence
Ability to effectively communicate with internal and external customers
Able to interact within a team environment
Solid understanding and use of software and analytics to manipulate, analyze, and interpret data
Expert in developing reporting tools to streamline day to day work
Critical thinking and problem solving ability: synthesize findings from analysis and draw conclusions
Able to identify, manage, and lead business improvement projects
Strong facilitation and negotiation skills

Credit & Collections Specialist Resume Examples & Samples

Communicate with internal and external customers to ensure their Accounts Receivable responsibility is as current as possible, while managing exposure in relation to bad debt
College Degree (preferred)
Two + years of experience with on-line financial systems (preferred)
Previous credit and/or collections experience (business to business)
PC proficient, competent with modern software applications (PC and web-based)
A team player with strong planning and organizational skills

Credit & Collections Specialist Resume Examples & Samples

Experience developing and implementing best in class end-to-end collections processes
Daily follow up calls to collect on past due B2C and B2B accounts. Negotiate payment schedules and grant payment terms extensions
Document daily collection efforts in to gather information and address payment discrepancies
Monitor accounts for non-payments, delayed payments, and other irregularities for delinquent accounts and provide recommendations for resolution
Identify accounts requiring collection agency and coordinate collections with third-party contractors
Investigate and resolve credit card chargebacks, returns, and rejected checks
Escalate issues to the appropriate Regional Directors for attention and resolution
Evaluate and implement procedures to improve efficiency of collections process
Must be highly organized and a motivated self-starter
Be passionate about excellent customer service and representing our brand
Ability to multi-task and shift gears when necessary while still meeting deadlines
Great written and verbal communication skills with an emphasis on providing timely and satisfactory responses
Experience building relationships/rapport with customers
Strong interpersonal and communication skills

Credit & Collections Specialist Resume Examples & Samples

Bachelor’s degree in an appropriate field or in absence of a degree, six years related experience
Proficient with Microsoft Excel
Preferred experience with SAP

Credit & Collections Specialist Resume Examples & Samples

Review orders for invoicing
Run credit reports
Validate order related information
Gather, scan, fax, and match documents
Prepare invoices for mailing
File papers
2-3 years accounts receivable or credit & collections experience
Spanish a plus
Excellent communication and interpersonal skillsAbility to work effectively in a team environment, as well as independently
Bachelors degree and 2-3 years experience or 6+ years of related experience

Credit & Collections Specialist Resume Examples & Samples

Plan, strategize and work proactively to achieve monthly target and DSO
Manage Govt. and PSU clients and collect dues as per agreed payment terms
Proactively work with Sales and Service teams to resolve customer queries and disputes
Monitor delinquent accounts and ensure recovery is completed
Collect C Form, TDS Certificates, Bank Guarantees, EMD
Resolving unapplied cash/getting payment details
Reductions and improving order backlogs
Regularly forecast collection and update MIS
Graduate/Post Graduate in Finance with basic understanding of accounting
5-6 years of total experience of which a minimum of 3 years should be in collections
Fluency in written and spoken English
Experience of Oracle R12 is desirable, a good understanding of Word and Excel
Track record of achieving DSO improvements and hitting cash collection targets – result oriented
Experience of working in a B2B environment will be an added advantage
Experience of working in a global matrix organization or BPO set up supporting European countries will be an added advantage
High levels of personal organisation; attention to detail
Ability to work under own initiative and under stretch targets
Previous experience in setting up or improving a collections process, able to deliver improvements
A “Can Do” and “Let’s Do It” attitude

Credit & Collections Specialist Resume Examples & Samples

Administers Company credit application process by reviewing the credit application, establishing lines of credit, conducting financial analysis including third party report review and makes recommendations
Conducts credit investigations on existing and potential customers
Follows closely the course of aging accounts
Opens new accounts
Maintains tax records and files
Obtains and maintains a working knowledge of all local, state, and federal laws and regulations pertaining to the management and collection of accounts receivable including but not limited to: Anti-Trust, Liens, Bonds Fair Debt Collection Act, Equal Credit Opportunity Act, Record Retention, Sarbanes-Oxley, and the Uniform Commercial Code
Responsible for monitoring and maintaining assigned accounts through e-mail correspondence and customer calls
Accountable for reducing delinquency for assigned accounts by motoring the AR Aging
Reconciles customer disputes as they pertain to payment of outstanding balances that are due
Sends statements to clients on a monthly basis
Sends copies of open invoices as requested by clients
Weekly reporting to Finance Manager
Responsible for posting client payments
This position requires a Bachelor's Degree in Accounting, Finance or Business or the equivalent
Minimum of 3-5 years accounts receivable or finance
Display exemplary work ethic and professionalism
Strong consumer credit knowledge and basic advisory credit knowledge
Displays strong technical capacity
Ability to build a strong rapport with all employees and clients
Accounts Receivable knowledge/experience a plus
Frequently required to talk or hear
Frequently to use a keyboard and computer
Regularly required to stand, walk, sit, use hands, handle documents, and reach with hands and arms

Credit Collections Specialist Resume Examples & Samples

Communicates and documents customer telephone follow-up for collection and allocation of payments
Posts payments and reconciles customer accounts
Processes and posts ACH
Investigates and resolves customer or employee problems
Downloads bank exceptions and resolves outstanding issues
Runs periodic credit reports
Makes customer courtesy calls
Prepares collection letters
Identifies accounts to be sent to outside collection
Performs other functions as necessary or as assigned
Ability to organize, prioritize and coordinate multiple work activities to meet critical deadlines, as well as working independently
Ability to deal effectively and tactfully with a wide variety of individuals in person, via telephone and in writing
Ability to operate computer, telephone, 10-key and other office equipment
Must have good computer skills in word processing, spreadsheets, and databases
Excellent math skills
Strong work ethic with an enthusiastic, positive attitude, and the highest level of integrity
Maintain regular and timely attendance

Credit & Collections Specialist Resume Examples & Samples

Review, monitor, and maintain all customer accounts receivable accounts
Research all customer deductions
Place accounts on credit hold when necessary
Review new and existing customer accounts using various credit tools
Keep in contact with customers to collect payments, as well as maintain positive customer relations
Maintain proper credit files for all customer accounts
Process daily accounts receivable payments from bank lockbox including all EDI transactions

Credit & Collections Specialist Resume Examples & Samples

Credit approval – New accounts and daily orders
Credit evaluation – Existing accounts. Determine credit worthiness and establish credit limits
Monitor aging report and address past due items by contacting customers to request payment or negotiate reasonable payment arrangements, follow up to ensure commitments are met and monitor accounts placed for collection
Secure necessary collection documentation such as invoice copies, proof of delivery, and/or purchase order copies, needed by customer in order to make payment
Conduct account research / reconciliation including deductions and disputes
Reconcile account balances by offsetting credits to debits with supporting documents
Cross train in other areas as needed to support cash posting, claims and deduction management
Requires 3+ years’ prior commercial credit / collection experience
Systems experience required - SAP experience strongly preferred
Experience using FSCM or an automated collection and dispute management software is essential
Microsoft Office; Proficient Excel Skills – Pivot tables preferred
NACM professional designation (CBA, CBF, CCE) is a plus
Exceptional customer service skills. This position requires considerable diplomacy and tact in dealing with external customers as well as key internal contacts
Requires excellent communication, persuasion and negotiation skills as well as strong interpersonal skills for rapid problem resolution
Must have strong organizational skills and be able to work in a collaborative manner is a fast-paced environment

Credit & Collections Specialist Resume Examples & Samples

Drive execution of the company's credit and collections processes
Ability to understand and be conversant in relevant legal, regulatory and compliance issues. This includes extensive knowledge of bankruptcy laws and preference matters
Working knowledge of Oracle 12 and Excel including Pivot tables
Use Salesforce to pull out Contract, put a customer on hold and other functions
3-5+ years of progressive experience in credit

A/R Credit & Collections Specialist Resume Examples & Samples

Contacts international and domestic customers for payment of delinquent accounts and confers via email, fax, and phone or in person reasons for overdue payment, reviewing terms of sale, service, or credit contract with customer
When necessary confers with other departments including Customer Service, Account Management, QA, Billing and Warehouse to resolve discrepancies. Keeps open communication lines with all areas of the business to gather pertinent business data that could impact a customer’s credit status or ability to pay
Records information in our collections software about financial status of customer and status of collection efforts. Provides reporting data related to efforts as required
Researches and resolves un-applied cash and credits in a timely fashion
Tracks process data related to assigned areas and supports departmental process improvement requirements as well as other initiatives for continuous improvement
Analyzes customer account data and makes recommendations for credit limits and payment terms as needed

Senior Credit & Collections Specialist Resume Examples & Samples

Exercises prudent control and sound judgment while reviewing orders daily for possible release
Follows up on past-due accounts
Manages accounts within established terms and credit limits
Investigates and verifies the financial status and reputation of prospective/ existing customers by reviewing and analyzing credit reports, financial statements, bank references, trade credit references, and payment history
Possesses a working knowledge of global credit and collection practices, including documentary collections
Updates and maintains the customer credit files in compliance with credit policies
Effectively interacts with customers, sales organizations, all levels of management, credit associations, and banks
Travels occasionally to attend meetings and to visit customers (in domestic locations)
Prioritizes and manages special projects along with daily responsibilities
Prepares and analyzes periodic reports for management
Prints and reviews monthly and/or periodic customer account statements
Prepares spreads to apply unapplied cash
Analyzes credit risk of customers looking to purchase products from our warehouses
Develops process enhancements and tools to support credit function including training on JDE
Prepares period end management reports and provides analysis of results
Provides after-hours support for the Credit department, releasing credit holds, etc
Performs other related duties as required or assigned
Writes routine reports and correspondence
Effectively communicates information and responds to questions in person-to-person and small group situations with customers, clients, the general public, and other employees of the organization
Works with mathematical concepts such as probability and statistical inference
Solves practical problems and deals with a variety of known variables in situations where only limited standardization exists
Interprets a variety of instructions furnished in written, oral, or diagram formats
Reads and understands documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals
Utilizes common-sense understanding in order to carry out written, oral, or diagrammed instructions
Plans the time, method, manner, and/or performance sequence of own work; may also occasionally assist in planning work assignments performed by others within a limited area of operation
Frequently makes decisions of both minor and major importance, which may affect the work operations of other employees and/or clientele to a moderate degree
Develops customized reports using JDE E1 Downloads, MS Office products, BI, and CRM
Bachelor's Degree in accounting or related field (required)
Four to six years of relevant education or experience in credit and collections, accounting, customer service, or a related field (required)
JDE E1, MS Office Suite, BI, CRM

Credit & Collections Specialist Resume Examples & Samples

Responsible for the collection of delinquent balances of customers within a predetermined business segment aligned to a geographic location
Initiates correspondence (verbal or written) to customers and field sales to enhance corporate cash flow
Ensures that the departmental Days Sales outstanding (DSO) goal is achieved
Present a positive and service oriented attitude to internal and external customers to maintain and improve customer relationships
Recommends efficiencies regarding departmental procedures and customer payment patterns ensuring they are appropriate to departmental goals and objective attainment
Analyzes Portfolios, identify customers that require placement with third party collections, bankruptcy processes, submits credits and rebills, manual billing, and write-off preparation
Evaluates account status to initiate credit suspension and pursues action with customer and sales force to ensure payment. Will appraise situation once resolved to potentially reinstate credit terms
Identifies causes for customer deductions, recommends operational changes that reduce/eliminate reoccurring deductions
Secures proof of delivery in order to substantiate services were rendered

Credit & Collections Specialist Resume Examples & Samples

Perform collection calls in a fast paced goal oriented collections department
Prepare and mail written delinquency notices
Process customer refunds, process and review account adjustments, resolve client discrepancies and short payments
Other assigned tasks and duties necessary to support the Accounts Receivable Department
Bachelor’s degree or equivalent experience
Evidence of exceptional ability
2 to 5 years’ experience in collections
FDCPA knowledge a plus
Ability to prioritize and multi-task, with the flexibility to adapt quickly to change
Knowledge of MS Office, with ability to learn new software/tools with minimal supervision
Detail-oriented, resourceful and able to manage shifting priorities
Excellent written and verbal communication skills required
Ability to positively and effectively interact with internal and external customers
Regular, reliable and predictable performance required
Ability to work well with other in a collaborative team environment

Credit & Collections Specialist Resume Examples & Samples

Performs all collection activities for assigned portfolio of accounts mitigating invoices from aging by contacting customers timely, via phone calls and email
Ongoing review of A/R aging for preparation of immediate client follow-up
Work closely with internal clients to problem solve issues preventing payment
Print, review, and mail customer statements on a monthly basis
Process 3rd party referrals, Bad Debt write-offs, and Client Refunds
Monitor client bankruptcy - filing dates, proof of claim dates and client exposure both pre-petition and post-petition
5+ years experience in credit/collections
Requires a working knowledge of credit practice, commercial credit law, bankruptcy law and accounting
A bachelor's degree is preferred
Self-motivated and strong coordinating skills
Proficient knowledge of Microsoft Office
Present a professional demeanor
Comply with Company policies and practices

Credit & Collections Specialist Resume Examples & Samples

Coordinate with others, both internally and externally, to resolve disputed invoices
Perform timely client credit review and analysis
Actively pursue collection disputes for resolution with Business Units / Finance
Responds to telephone inquiries and assists in solving questions related to the status of customer accounts; documents status of collection efforts within the GetPAID tool
Investigate and request credit memos as confirmed with Business Unit / Finance
Ensures strict confidentiality of financial records
Perform duties within Sarbanes-Oxley compliance
3 to 5 years of previous related experience

Credit & Collections Specialist Resume Examples & Samples

One or more years of commercial customer service or collection experience preferred
SAP accounts receivable system experience preferred
Food industry experience preferred
Excellent Excel skills required
Ability to work in a fast paced environment and handle multiple tasks with excellent organization skills
Ability to apply good judgment and professional integrity in decision making

Credit & Collections Specialist Resume Examples & Samples

Records basic accounting transactions via journal entries
Works with customers (internal and external) to conduct independent investigation to resolve problems; answers questions
Performs general ledger account reconciliations; researches outstanding items/issues
Calculates and reviews financial information relating to specialty area (e.g., billing/customer accounting, vendor accounting, general ledger, cash accounting) and provide expert advice to management
Monitors reports/accounts/expenses; makes adjustments as necessary
Reviews, analyzes and processes bankruptcies for all companies by completing a turn-on and turn-off and if adjustment is needed to process orders
Review and approve refund checks
Review and process adjustments from the CSR’s in Call Center
Act as liaison in maintaining quality service to the customer and a positive company image by resolving customer complaints
Locate delinquent customer accounts by skip tracing, phone contact, written correspondence and making arrangements
Make outbound calls on ETG, VNG, CGC and FCG accounts to collect money before account are disconnected for non-pay
Refer accounts to collection agencies, manually post payments against bad debt accounts
Provides information to credit bureaus in customer disputes in compliance with the Fair Credit Reporting Act (FCRA) (e.g., verification of credit disputes; status changes that affect credit ratings)
Handle requests from collection agencies, customers and bankruptcy attorneys regarding delinquent account information
Review and complete Social Security Match Report by reinstating debits and credits to reactivated accounts
Monitor Transfer from Uncollectible report to make sure adjustments are reinstated correctly
Review and post payments from remote cash report
Process and handle Surety Bonds, Irrevocable Letters of Credit and Credit Union Guarantees. Collect on accounts if needed
Review Credit Risk Report to make sure adequate deposit is maintained on commercial accounts
Process bankrupt accounts for ETG, VNG, CGC, FCG and Elkton accounts
1-3 years experience performing accounting activities
Time management and planning
People-Soft Financials - basic proficiency
MS Word – intermediate proficiency
MS Excel - intermediate proficiency
Knowledge of customer billing/accounting system (CIS)
Knowledge of Collection and Bankruptcies policies and procedures
Organizational and communication skills

Credit Collections Specialist Resume Examples & Samples

Bachelor or “MBO” degree in Business economics, Hospitality Management, Commercial Economics, or a related area
A collections background in business to business collections is preferred but not mandatory
Taking ownerschip of processes, being pro-active and show determination to achieve excellent results is most important
Strong communication and negotiation skills
Challenges the status quo
Fluent in Dutch and English and preferably (but not mandatory )French
Experience in working with Excel
Basic knowledge of accounting principles preferred
SAP or similar ERP accounting application experience preferred
Experience within the healthcare or medical manufacturing industry is beneficial
Experience in working with collection software a plus, not required

Credit & Collections Specialist Resume Examples & Samples

Performs collections of unauthorized deductions. Communicate with customer’s accounts payable department, buyers, finance department, outside auditors and management, to provide and explain adequate documentation to ensure repayment of deductions
Review supporting documentation to ensure completeness to support collectability
Track customer balances by reason to determine trends and prioritize collection efforts
Ongoing interaction with Credit Management, Sales, Sales Finance and Customer Service
Responsible for auditing accounts for unauthorized deduction balances
Department projects and perform other duties and special assignments as required
Food or Healthcare industry experience preferred
Deduction resolution experience preferred
Experience with accounts receivable systems
Proficiency required in Excel and Word (Microsoft office)
Access and PowerPoint experience preferred
Experience with SAP accounts receivable system preferred
Ability to work in a team based environment, and interact cooperatively with internal and external customers
Effective problem solving skills and obtaining timely resolutions
Apply good judgment and professional integrity in decision making

Credit & Collections Specialist Resume Examples & Samples

Assist in managing receivables of over 50 million dollars
Make collection calls to Roofing customers with past due balances
Assist in resolving customer discrepancies and construction job related issues
Perform credit references for potential new customers
Give credit references on Roofing Customer to vendors
Review customer orders on credit hold and determine next steps
Reconcile customer accounts and cash application
Remote bank deposits
Process customer credit card payments
Other duties as assigned by Manager

Credit & Collections Specialist Resume Examples & Samples

Responsible for Account Receivables management for the assigned portfolio (based in Asia Pacific region), duties include collection activities by telephone, dispute identification and management with appropriate follow up
Participation in regional/business conference calls (cash calls) with GE Industrial Businesses on customer account update
Active follow-up on delinquency status, exceeded credit line, expiring security, etc
Reconciliation of customer accounts
Recommendation of accounts for 3rd party collection. (Legal) and or reserve/write off
Working with Credit & Collections team on projects assigned to improve processes to better service Internal business units
Ensure compliance with all prevailing policies and procedures (which includes AML and KYC policies)
Supporting the Cash Application function to allocate receipts to customer accounts
Liaise regularly with client groups at various GE Businesses to troubleshoot any issues
Attend to ad-hoc job-related tasks as assigned by Supervisor

Credit Collections Specialist Resume Examples & Samples

To succeed at this job, you must have:Strong analytical, organizational and reconciliation skills, Strong Customer Service and time management skills, Proficiency in MS Excel
It would be preferred if you haveSAP Business One experience
You must be fluent in English
We would like someone to join our team who is a good communicator, both oral and written, plus provides exceptional customer service with a positive attitude
You must havea Bachelor’s Degree in the field of Business
We are looking for someone with two to five years of Collections and Accounts Receivable experience
Apply now before this career opportunity is filled. We look forward to reading your resume!

Credit & Collections Specialist Resume Examples & Samples

Strong accounting, analysis, and reporting skills
Ability to deal effectively with customers
Strong computer skills and SAP transactions required
Working knowledge of collateral transactions, including standby letters of credit and personal guaranties
Working knowledge of internet searches for credit data analysis
Oversee new account process. Perform credit line analysis and provide recommendations to management for all accounts with credit lines. Investigate and collect all raw data for analysis from customer base, trade sources, banks, etc. to determine amount of credit risks
Special projects as required such as statements, records or customer behaviors
Provide credit release support
Responsible for monthly and annual credit analysis
File appropriate documentation for new customers
Responsible for collections, clarifications and customer visits
Responsible for downloading accounts statements daily
Upload collections details in the appropriate internal systems

Credit & Collections Specialist Resume Examples & Samples

Previous experience in A/R and collections
Ability to work independently and under pressure to meet deadlines
Ability to recognize warning signs of financial distress
Able to maintain composure and problem solve with difficult customers
Must be able to work overtime when necessary
Proficient in Microsoft Excel and Microsoft Word or similar software products

Credit & Collections Specialist Resume Examples & Samples

Process all credit applications for approval (new and dormant accounts)
Set up new accounts, reactivate dormant accounts
Process credit card payment and set up credit card account
Update, change, and maintain A/R files in our internal system (BPCS)
Write up DAFs ( Debit Approval Forms)
Liaise with customer care and sales departments to resolve disputed invoices
Reconcile and monitor Customer Accounts
Monitor Credit Overrides and releases as required
Conduct collection calls & follow ups
Minimize bad debt risk and maximize accounts receivable collections
Take incoming customer calls and emails regarding A/R
Watch for incoming wire payments to ensure customers pay on credit term
Fax/email invoice copies to customers as requested
Email / offset credit memos with Invoices & Debit Memos for customers
Complete/fax Credit Reference requests
Verify Daily bank deposits for accounts receivable
Bank deposit on a weekly basis
Run reports and prepare information as requested by Auditors
Run credit review for distributors
Email distributors’ statements
Reconcile customer statements / billings
Post Invoices, run and check reports as required
Run Victaulic Invoices, copy & file Tool Invoices
Control printing, decollating and distribution of Victaulic reports
2-5 years’ experience performing accounts receivable functions; including credit and collections
Experience working in a manufacturing environment considered an asset
Above average customer service and relationship building skills
Computer skills, including Microsoft Office suite of programs
High attention to detail, ability to work in a fast paced environment

Credit & Collections Specialist Resume Examples & Samples

Performs daily collection activities on his/her customer portfolio via EFI’s Credit Management tool Getpaid (calls, emails and letters to customers)
Handles all invoice related disputes by managing quick solutions in close cooperation with the Sales and Customer Service Team
Pro actively signals payment issues with debtors, gives follow up, coordinates the follow up with internal stakeholders such as external (legal) collection procedures
Evaluates/releases blocked orders and accounts on a daily basis and report to all involved parties
Determines credit limits for new and existing customers in accordance with the internal Credit Policy in order to keep track on credit worthiness of involved parties
Analyzes and prepares related reports as called upon
Helps to drive improvements in processes and in line with internal control requirements
Plays an active role in developing the Credit and Collections department on a higher level, participates in credit and collection management project

Credit & Collections Specialist Resume Examples & Samples

Collecting and managing a portfolio of accounts receivable using tools available – Such as SAP aging reports and Worklist module, and Business Analyzer
Initiating calls to delinquent customers using phone and/or email to collect payments and settle accounts
Monitor accounts and make follow up contacts to ensure timely payment of account
Provide customers with invoice copies and statement of account when requested/needed
Reviewing and releasing daily customer orders
Reconciling account discrepancies
Ensure customer unapplied cash and credits have been assigned timely and appropriately
Submitting credit memo and cancellation requests when needed
Maintain records, correspondence, and other appropriate documents relating to balances owed
Interface with sales, customer service, and billing departments to ensure customer satisfaction
Prepare credit reviews for existing customers in order to increase credit limit and forward to Credit Manager for approval

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Credit & Collections Specialist Resume Examples & Samples

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Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

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Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

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Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

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Credit & Collections Specialist Resume Examples & Samples

Credit Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit / Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

Credit & Collections Specialist Resume Examples & Samples

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