Sr. Credit and Collections Specialist

Overview

Sr. Credit and Collections Specialist at The Wasserstrom Company

This position is responsible for managing and monitoring customer accounts to ensure timely payments and accurate record-keeping. Provides daily support by answering phone calls and emails from customers and cross-functional departments and follows up on past-due balances. Resolves billing issues or payment discrepancies and escalates to management when necessary. Demonstrates advanced skills, such as critical thinking, decision-making, and leadership to perform tasks under little to no supervision.

Possesses advanced technical proficiency and solid to advanced working knowledge to handle day-to-day credit tasks and procedures. Independently navigates sensitive customer conversations with professionalism to maintain positive customer relationships and favorable business outcomes. Facilitates projects that support long-term company initiatives for credit and finance operations. Handles sensitive account information and communication with a high level of discretion and confidentiality. Able to orient, train, assign, and check the work of less experienced associates.

• Monitor customer accounts and payment statuses; follow-up on billing issues or payment discrepancies and escalate to management as needed
• Process payments and verify posting details
• Provide daily support by answering phone calls and emails
• Pull D&B (Dunn & Bradstreet) to analyze credit worthiness for small credit lines
• Enter customer information and expense details
• Reconcile monthly statements and related transactions
• Maintain historical records by scanning and filing documents
• Perform other tasks to support credit and collections as needed

• High School or GED
• 1 - 2 years related experience and/or training

• Proficient computer skills; ability to use MS Office Suite, including Outlook, Word, Excel, and Power Point
• Technical ability to learn and use a variety of software programs, such as Syte Line
• Communicates well with others; speaks and writes clearly; asks for and offers help when needed
• Interpersonal; resolves questions and concerns in a professional manner; maintains confidentiality
• Detail oriented; meets quality standards and demonstrates accuracy and thoroughness
• Organized; completes work in a timely manner; able to prioritize and meet deadlines
• Problem-solver; gathers and analyzes information skillfully and generates suggestions for improving work
• Capable of working independently and as a member of a team; contributes to building a positive team spirit

• Mid-Senior level

• Full-time

• Finance and Sales

• Restaurants