Credit Collections Associate - Corporation

Credit Collections Associate - Texas United Management Corporation

Job Category
:
Finance and Accounting

Requisition Number
: CREDI
001141

• Posted :
  November 7, 2025
• Full-Time
• Hybrid

Showing 1 location

Houston, TX 77056, USA

This is a Non Exempt Position

Company:
Texas United Management Corporation

• Evaluate and maintain customer credit limits and risk categories based on payment behavior and account history.
• Respond to credit check requests within the same business day; urgent requests within 2 hours.
• Conduct weekly AR reviews and flag high-risk accounts for immediate action.
• Monitor Days Sales Outstanding (DSO) and maintain it at or below 45 days.
• Propose quarterly/weekly updates for high-risk or high-volume accounts.
• Identify potential high-risk customers not paying on time.
• Check for unapplied payments or credits.
• Monitor payment trends and flag high-risk accounts.
• Update contact information and payment terms as needed.
• Monitor aging reports and initiate follow-ups via email, phone, or portal.
• Escalate unresolved issues and coordinate with internal teams to resolve disputes.
• Send monthly statements to customers who request them.
• Prioritize resolution or write-off review for accounts aged 120+ days.
• Document all communication attempts and responses.

• Track billing uploads and confirmations
• Follow up on payment status through customer portals.
• Escalate issues with missing or rejected uploads.

• Run D&B reports, collect credit references, and set up new accounts in SAP and IKan.
• Maintain customer master data, including terms, contacts, shipping instructions, and billing preferences.
• Collaborate with Customer Service to resolve short payments and discrepancies.
• Ensure resolution of disputes within 5 business days.

• Track DSO and aging trends to identify risk exposure.
• Flag high-risk accounts for immediate action during weekly AR reviews.
• Support monthly reporting and reconciliation efforts.
• Provide backup coverage for team members and assist with overflow emails.
• Participate in special projects, including automation initiatives and CRM case follow-ups.

Collection Management Aging Bucket Per Customer

Metric

Target

Collection Success Rate

31–60 Days Past Due

61–90 Days Past Due

≤ 2% – Should be actively followed up by collections

91–120 Days Past Due

120+ Days Past Due

≤ 1% – Critical aging; should be prioritized for resolution or write-off review

Credit Management

Metric

Target

Credit Check Response Time

Weekly full review; high-risk accounts flagged

DSO Monitoring

Credit Limit & Risk Category Review

Quarterly updates for high-risk/high-volume accounts

New Account Setup Timeliness

Metric

Target

Setup Completion

≥ 95% within 1–3 business days with D&B, information and references

General AR Metrics

Metric

Target

Monthly Statement Delivery

100% of requested statements sent

Customer Record Accuracy

Aging Follow-Up Rate

≥ 90% of accounts followed up within expected timeframe

≥ 80% resolved within the same calendar month

To support operational consistency and team collaboration, the following remote work guidelines apply:

• Standard
  
  Schedule:
  
  Employees are expected to work three days in the office and two days remotely each week.
• Day Restrictions:
  Remote work is not permitted on both Monday and Friday. Employees may work remotely on either Monday or Friday, but not both.
• Consecutive Days:
  Remote work must not be scheduled on two consecutive days.

These guidelines are designed to maintain accountability, ensure coverage across core business days, and support effective communication within the Billing and Accounts Receivable functions.

• Maintain professionalism in all communications and uphold company standards.
• Partner with the Billing/AR Manager to ensure alignment on credit strategy and account priorities.
• Support continuous learning and provide training resources to peers.
• Participate in structured performance feedback sessions every 6 months.
• Collection Associate works remotely two days per week and is expected to be available and responsive during standard business hours (8:00 AM –…