Credit​/Collections Lead

Lead Credit & Collections Essential Job Functions

• Oversee processing of billing, credit and collections and commission deduction/payback processes
• Act as a liaison between sales, IT, shipping and customer on key credit issues
• Maintain a large portfolio of collection accounts
• Process returns / refunds as material is received and communicate the necessary offsets if applicable
• Monitor sales quote holds

• Evaluate the credit worthiness of potential orders and potential customers periodically; conduct periodic reviews of existing customers
• Prepare credit memo analysis
• Maintain all resale certificates and updated as needed
• Ensure adjustment packets are completed properly
• Collaborate with the sales & management to facilitate necessary credit hold process
• Updates and manages the credit limits as needed
• Maintain and revise - when necessary - cash application policies and procedures to ensure changing business requirements and best practices are met
• Research and resolve customer payment discrepancies and unidentified bank deposits
• Perform customer payment/account reconciliations
• Maintain master data for all customers
• Review and approve refund requests received from the collections / customer service
• Perform related duties as assigned

• Proven work experience as an Accounts Receivable & Collection professional
• Able to work a full time schedule; able to work overtime as needed & have connectivity outside of work
• Accurate and professional written and verbal communication skills
• A team player willing to assist when needed to improve existing and over-all performance within and outside of our department

• Bachelor's degree, preferably in accounting or finance
• Minimum of 5-7 years with cash application, credit analysis & comprehension of credit reports
• Supervisory experience preferred
• Strong organizational skills required, specifically task prioritization and effective time management
• Experience with SOx compliance's
• Advanced mathematical and excel skills
• Excellent analytical, problem solving, organizational, people, and multi-tasking skills
• Focused attention to detail to perform timely and accurate reporting
• Advanced knowledge of accounting software (Net Suite experience preferred)