Credit and Collections Analyst

Description

Credit & Collections Analyst is responsible for initiating and managing the collection activity for a prescribed portfolio of accounts and providing backup or stand in to the Credit Analyst position in Customer Credit and Set up.

Credit & Collections Analyst responsibilities and essential job functions include, but are not limited to the following:

Follow established process for new customer set up and credit investigation and establish credit limits within assigned limit level or refer for approval when outside established limit authority

Follow through on scheduled updates and reviews to existing credit limits

B2B commercial collections – nationwide, managing the collection activity for an assigned portfolio of accounts

Follow established dunning and collection follow up process and practices

Monitor customer account details for non-payments, delayed payments, short payments and other irregularities and resolve issues until credited or paid

Plan collection strategy for customer accounts

Use daily verbal and written communication through heavy phone work and email, and follow-up for collection of payment with small to large customer accounts, documenting conversations in our system in detail (tasks, payment promises, etc)

Ensure timely follow up to all delinquent accounts, by utilizing all collection and credit tools available

Alert management to any possible insolvent accounts

Investigate and resolve customer inquiries and disputes

Monthly account and portfolio status reporting

Recommend adjustments and write offs

Qualifications, Knowledge, Skills, and Abilities:

High school Diploma or GED required some college course work preferred

5+ years previous collections exp, B2B commercial collections preferred

Must be analytical and detail oriented

Must be organized, have keen attention to detail and accuracy

Must be proficient with Microsoft Office Suite including Outlook, Excel and Word

Must possess the ability to use sound judgment when making independent decisions

Must have excellent verbal/written communication and follow-up skills

Knowledge and experience with local, state and federal collection laws

Familiarity with accessing and interpreting business trade reports, D&B etc

Ability to review financial and trade information and make decisions supporting credit limits

Knowledge of TL, LTL, Import/Export, Customs, accounts receivable, and accounts payable processes a plus

Previous logistics, transportation, domestic or international exp a plus

Ability to read, write, and speak English fluently; Bi-lingual Spanish a plus