• Credit & Collections Specialist

    Job Locations US-NC-Charlotte
    Posted Date 2 weeks ago(7/3/2018 3:43 PM)
    Job ID
    Regular Full-Time
    # of Openings
  • Overview

    The Credit & Collection Specialist position is responsible for managing and collecting receivables to maximize company cash flow while maintaining favorable DSO and minimizing bad debt.


    • Interface with Sales team and customers to open accounts and establish appropriate payment terms and credit limits, in accordance with company policy
    • Work with credit insurance company and customers to secure coverage of receivables
    • Set up and maintain customer accounts in Oracle, ensuring that all supporting documents are uploaded
    • Work with customers to obtain completed resale certificates as well as AR Coordinator to ensure they are uploaded into Avalara tax software
    • Process customer ACH and credit card payments timely and accurately
    • Perform credit and collection duties with strong attention to customer service and maintaining strong working relationships with customers and internal team members to help improve collections as well as minimize exposure on unpaid receivables
    • Monitor and manage credit & collection risk of existing customers. Identify any potential bad debt issues, performing and recording all collection calls on customer payments. Follow-up on all payment commitments. Take ownership on driving the resolution of any issues that may delay or prevent payment. Have forethought on knowing when to escalate management.
    • Review Account Receivable agings to address the resolution of short payments on invoices, duplicate payments, payments placed on account, aged credit memos, and write-off adjustments
    • Review daily credit hold reports and work thru all issues to ensure timely release of orders.  Maintain close and consistent communication with Manager and Sales Department on any issues preventing shipment
    • Communicate effectively and professionally with internal and external customers
    • Provide bi-monthly agings to Regional Sales Managers with comments on collection issues
    • Prepare AR reports as outlined by management
    • Provide support to general accounting team to ensure revenue cut-off occurs and revenue is recognized in the appropriate period
    • Performs all duties in accordance with SOX procedures and controls
    • Provide back-up to others in the department as needed
    • Support special projects as assigned


    • Associate Degree or minimum two (2) years of credit & collection experience
    • Strong verbal and written communication skills
    • Excellent mathematical and analytical problem-solving skills
    • Organization and prioritization skills
    • Ability to work accurately and effectively under tight deadlines
    • Ability to work independently as well as in a team
    • High level of efficiency, accuracy, accountability
    • Familiarity with Oracle, credit reports, resale certificates, and Textura software is a plus
    • Ability to work in a fast paced, high volume work environment


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