The Credit & Accounts Receivable Specialist is responsible for the receipt and accounting of funds paid to the organization. This role serves as an auditor, ensuring that invoices are accurate and that proper accounting procedures are followed. The Credit and Accounts Receivable Specialist will research, establish, and review customer credit terms and contracts as well as collaborate with other departments on issues related to sales orders/invoices, reviewing receivables, and ensuring payments are collected in a timely manner. The Credit and Accounts Receivable Specialist will apply proven communication, process improvement, and problem-solving skills to help identify, communicate, and resolve issues to maximize the benefit of company operations.
• Coordinate and conduct direct collection efforts, document accordingly
• Process/apply customer payments, process credit card payments and credits
• Research and solve payment discrepancies; adjust accounts as needed
• Evaluate the creditworthiness of new customers; establish payment terms
• Interface with inter-company departments, customers, distributors, and reps to resolve
contract terms, payment disputes, discounts, credit adjustments, and write-offs
• Reduce delinquency and maintain current aging for all accounts
• Review and reconcile GL accounts, conduct reporting of accounts receivable
• Administer and assist with customer contracts
• Assist in the development and maintenance of company credit policy, provide
recommendations
• Invoice customers according to payment terms
• Prepare reports
• Assist with special projects
• Perform other related duties as assigned by management
Supervisory Responsibilities: This position has no supervisory responsibility.
• Firm commitment to excellence and high standards
• Solid understanding of purchase orders and payment terms; familiarity with progress
payment milestones and retention required
• Ability to drive cost/value initiatives, display combination of strategic thinking, strong
analytical skills, and problem-solving abilities
• Process and results-oriented mentality with a continuous cost focus; ability to identify
process improvements and implement effectively
• Responsible handling of expenses and other company assets; able to maintain discretion,
confidentiality, professional and courteous demeanor in all circumstances
• Strong understanding of how to create highly satisfied customer
• Strong verbal and written communications skills including ability to listen attentively and
to communicate information clearly and effectively
• Detail oriented and highly organized with the ability to prioritize duties and responsibilities
Education: High school diploma or general education degree (GED); one to two years of related experience and/or training preferred, or an equivalent combination of education and experience. No prior experience required—candidates with a strong interest and willingness to learn are encouraged to apply.