Credit & Collections Specialist

The Credit & Collections Specialist protects that growth by making sure every order, invoice, and payment moves cleanly through the system — from the first credit check on a new account to the last dollar collected. This role owns the full receivables lifecycle: credit evaluation, billing, cash application, collections, and tax-exemption compliance, working closely with Sales, Customer Service, and Accounting to keep customer accounts healthy and Bulbrite's cash flow predictable.

• Review and approve sales orders assigned for credit checks in a timely manner.
• Evaluate customer creditworthiness through credit reviews and credit reporting services.
• Process new customer account applications, including obtaining and reviewing Business Experian reports and required supporting documentation.
• Establish and maintain customer Business Partner (BP) master data in SAP.
• Update customer information — name, address, contact details, and credit information — in SAP and related systems.

• Perform daily invoice and credit memo delivery, ensuring customers receive billing documents accurately and on time.
• Deliver monthly customer statements.
• Maintain customer account records and ensure all transactions are posted correctly.
• Prepare and distribute monthly Accounts Receivable reports, including the Monthly Receivings Report and Aging Reports.
• Monitor customer account balances and payment trends.
• Manage the biannual accounts receivable write-off process — identifying eligible balances, preparing supporting documentation, obtaining required approvals, and ensuring accurate processing in SAP.

• Process credit card payments for prepay orders.
• Send customer payment links for credit card transactions and provide payment support when needed.
• Manage payment requests for pending purchase orders requiring prepayment authorization.
• Process and reconcile daily credit card transactions.
• Close daily credit card sales batches and record deposits in SAP, ensuring all deposits reconcile to transactions.
• Process daily lockbox receipts and assign remitters as necessary.
• Maintain backup documentation for lockbox and cash application activities.

• Apply customer payments accurately and on time to accounts receivable balances.
• Research and resolve payment discrepancies, short payments, deductions, and unapplied cash.
• Set up new customer locations and update existing BP information as needed.
• Maintain accurate customer records and supporting documentation.

• Monitor and manage aged receivable balances.
• Conduct collection activities through phone calls, emails, and written correspondence.
• Follow up on overdue accounts and negotiate payment arrangements when appropriate.
• Review and maintain A/R Aging reports to prioritize collection efforts.
• Escalate delinquent accounts according to company policy.

• Prepare and submit accounts to external collections agencies (ADK) when internal collection efforts have been exhausted.
• Maintain supporting documentation for accounts assigned to collection agencies.
• Monitor collection agency activity and account status updates.
• Collect, review, validate, and maintain customer resale certificates.
• Update resale certificate records in Avalara and other applicable tax systems.
• Ensure customer tax exemption documentation remains current and compliant.
• Process new, renewed, and updated resale certificates.
• Maintain organized records of all customer tax exemption documentation.
• Work with customers directly to obtain missing or expired certificates.

• Maintain accurate records and documentation supporting credit and collection activities.
• Ensure compliance with company…