Collection Specialist

• Maintain regular communication with customers to keep assigned accounts current and ensure payment is forthcoming
• Provide customer service and document collection procedures
• Follow up on past due invoices in a timely manner
• Confirm approval of larger invoices with key customers
• Enlist Branch Management, General Managers, and Directors to accelerate collections
• Monitor credit status on assigned accounts
• Coordinate with the Regional Credit Specialist on account resolution
• Research and resolve past due accounts
• Research customers through Dun & Bradstreet, company history, and internet sources to determine risk
• Follow up with customers on delinquent accounts to determine order approval
• Review portfolios using Accounts Receivable Metrics & Detail Reports
• Prepare and review portfolio and aging reports monthly with Branch Management and customers
• Review the portfolio monthly with the Supervisor
• Research and reconcile account history
• Process electronic payments
• Perform accounting adjustments and other assigned duties

Credit Collection Specialist managing customer accounts for Crown Equipment, a global lift-truck manufacturer

Credit Collection Specialist

Credit Collection Specialist managing customer accounts and receivables for Crown Equipment, a global lift-truck manufacturer. Researching credit risk, collecting overdue invoices, and preparing portfolio reports.

• Analyze delinquent account balances, payment trends, credit exposure, and account activity to identify root causes
• Partner with customers to obtain payments, negotiate payment plans, resolve disputes, and support cash flow while maintaining a professional experience
• Make daily ship-or-hold recommendations for delinquent accounts, past-due balances, and credit line exceptions
• Perform complex account reconciliations
• Identify opportunities to automate recurring collections tasks and improve escalation workflows
• Use data, reporting, and productivity tools to monitor aging, track collection activity, and support performance metrics
• Collaborate with Sales, Customer Service, Finance, Cash Application, Billing, and leadership teams
• Escalate potential write-offs and high-risk accounts to management
• Contribute to continuous improvement efforts by documenting standard work and identifying workflow gaps.

Sr. Credit and Collections Specialist focused on improving financial operations

Senior Credit & Collection Specialist

Sr. Credit and Collections Specialist at McKesson, analyzing delinquent accounts and improving collections workflows. Focused on resolving payment discrepancies and strengthening cash flow performance.

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Credit Collection Specialist

Senior Credit & Collection Specialist