Credit Specialist H

Description

Purpose:

The credit specialist is responsible for credit and collections, with the principal goal of protecting the assets of the company and maximizing cash flow through the collection of accounts receivables as well as mitigating expenses from bad debt.

Tasks

· Assist in preparation of preliminary lien notices including project research through communication with sales, customers and use of the county appraisal districts

· Respond to credit reference requests

· Set up sub accounts for jobs and get all proper job information

· Assist with maintenance of existing AR accounts, this includes updating phone numbers, sales representatives, and any pertinent information

· File credit applications, letters, references, etc.

· Assist customers with any and all balance inquiries on their accounts 

· Check emails daily / respond to emails daily, as well as phone messages

· Perform trade references for new customers

· Prepare folders for new customers

· Fax/scan credit documents as required by department or customers

· Assist collections specialist to execute proper lien releases

Requirements

Education / Experience/ Special Certifications:

• High school diploma, GED or equivalent preferred
• Minimum of 2 - 3 years of credit and collections experience
• Construction credit experience preferred
• Bilingual Spanish preferred

Knowledge / General Skills:

• Must have a deep understanding of California Lien Laws
• Experience in resolving A/R disputes, account/payment reconciliations, investigating deductions and charge backs
• Ability to use Microsoft Office applications (Word, Excel, Outlook, etc.) and other professional software and programs as necessary
• Construction industry knowledge a plus
• Ability to effectively communicate with co-workers, managers and customers both orally and in writing
• Ability to multitask and effectively prioritize work 
• Ability to perform their duties with a high degree of accuracy and consistency

Social Skills

• Ability to work well with others as well as train other employees
• Ability to positively interact with customers to establish and foster long-term relationships
• Maintain confidentiality of company and customer information

Technical Skills

• Ability to analyze credit and account data to arrive at a valid conclusion even      when presented with incomplete data
• Ability to use sound judgement when analyzing account information

Resource Management Skills

• Must be able to effectively managing one's own time and the time of others
• Ability to effectively use the company’s software to manage customer accounts and accounts receivables