Credit and Collections Analyst

Title: Credit & Collections Analyst

Reports To: Credit & Collections Manager

FLSA Status: Non-Exempt

Job Role/Responsibilities:

• Responsible for the ownership of an assigned portfolio of complex customer accounts and the collection of past due AR balances.
• Support company growth objectives through effective and efficient job performance by working cross-functionally with internal colleagues, utilizing excellent communication skills and follow-up.
• Perform special projects and/or analysis as determined by the Credit & Collections Manager.
• Manage the collections process, including contacting customers to resolve overdue accounts. 
• Maintain detailed records of collection activities and customer communications. 
• Collaborate with sales team to resolve billing disputes and ensure timely payments. 
• Build and maintain positive relationships with customers while effectively managing credit and collections activities.  
• Address customer inquiries and concerns regarding their accounts and payment status promptly.

Qualifications:

• Minimum of 2-3 years (B2B) business-to-business credit & collections, AR dispute resolution & portfolio management 
• Experience with ERP systems (Microsoft Dynamic 365 a plus). 
• Bachelor’s degree in finance or equivalent work experience. 
• Strong phone contact handling skills. 
• Proven success with B2B collections is required. 
• Comfortable with handling high in-bound/ out-bound communication volume (e-mail/ call). 
• Proficient computer skills in Microsoft Office including Word, Excel, Teams, and Outlook. 
• Customer service driven with the ability to communicate in a friendly, positive and professional manner. 
• Excellent time management skills. 
• Ability to accurately document activity through detailed notes in personal AR dashboard. 
• Ability to effectively problem solve and work independently. 
• Ability to handle confidential information and use discretion while performing job tasks. 
• Ability to perform several tasks simultaneously. 
• Ability to prioritize assigned tasks based on business need and respond positively to a fast-paced work environment. 
• Knowledge of general invoicing procedures and supplier portal billing applications. 
• Knowledge of dispute management process and procedures for business-to-business collections.