Collections

• Take responsibility for all account receivables by setting collection priorities within the assigned portfolio to achieve or exceed stated collection metrics under minimal supervision.
• Proactively confers with customers via telephone calls and emails in an attempt to determine the reason for overdue payment and secure payment.
• Records information about the customer and status of collection efforts in SAP and/or other approved software.
• Researches and identifies payment discrepancies, reconciles accounts, and logs disputed items.
• Deliver difficult and complex messages, while maintaining relationships.
• Manage daily order releases and escalate held orders as necessary per credit policy to resolve payment issues.
• Analyze Customer’s financial data to ensure the proper valuation of default and collections risk as well as proper exposure aggregation.
• Underwrite customer’s credit limits and approve new equipment opportunities.

Credit and Collections Analyst

Salary

Job Level

Tech Stack

About the role

Requirements

Applicant Tracking System Keywords

Hard skills

Soft skills

Certifications