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Credit and Collections Specialist

Company: Seek Thermal
Location: Santa Barbara
Posted on: September 9, 2018

Job Description:

Description: Under the direct supervision of the CFO, the Credit and Collections Specialist is responsible for collections of outstanding accounts receivable dollars from the existing client base and all other aspects of collections, resolving customer billing problems and reducing accounts receivable delinquency. Responsibilities

  • Reviewing open accounts for collection efforts
  • Resolves client-billing problems and rescues accounts receivable delinquency, applying good customer service in a timely manner.
  • Performs account reconciliations to ensure invoices, payments and adjustments are applied properly and in agreement with customer records.
  • Collect customer payments in accordance with payment due dates.
  • Identify issues attributing to account delinquency and discuss them with management.
  • Review and monitor assigned accounts and all applicable collection reports.
  • Provide timely follow-up on payment arrangements.
  • Prepare and send correspondence to customers to encourage payment of delinquent accounts
  • Enter, update and retrieve information for credit applications
  • Determine credit worthiness of applicants, including degree of risk involved in extending credit by performing cash flow analysis of business
  • Monitor incoming orders by customer to ensure orders shipped are to customers in good standing.
  • Prepare proforma invoices for prepay customers and follow up for payment prior to releasing orders
  • SKILLS KNOWLEDGE AND ABILITIES:
  • Strong knowledge of Microsoft Office
  • Ability to research data to make informed decisions
  • Strong mathematical and analytical skills
  • Strong customer service skills, including the ability to influence and communicate effectively with customers, problem solving and analytical skills
  • Must have attention to detail with an eye for accuracy Sense of discretion and willingness to maintain strict confidentiality of pertinent and sensitive information
  • Ability to work independently and to adapt to a fast changing environment . Requirements: Qualifications
    • Bachelor degree in finance, Accounting or related field or equivalent business experience
    • 5 years experience in credit or financial analyst
    • PM18

      Keywords: Seek Thermal, Santa Barbara , Credit and Collections Specialist, Accounting, Auditing , Santa Barbara, California

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