Credit and Collections Representative

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

1) to ensure timely collection of outstanding payments due,
2) to determine, with the Controller, when a customer should be placed on credit hold and monitor that status,
3) to ensure that customers’ POs are not accepted as-is from them,
4) to issue Notices to Contractors, Notice to Owners, lien notices, and waivers, and
5) maintain positive customer relationships while minimizing financial risk for the organization

• Monitors Accounts Receivable and makes collection phone calls or sends emails to encourage payments.
• Applies cash, check, ACH, and wire collections to invoices
• Creates bank deposits from cash and check collections, applying miscellaneous receipts to proper GL accounts.
• Documents collection activities
• Accesses customer records for answering customer inquiries about invoices, and for reprinting invoices.
• Prepares and sends monthly customer statements
• Prepares and sends a monthly Accounts Receivable report to CDI Credit.
• For POs submitted by customers, ensures that SEC’s legal conditions are attached and sent back to the customer
• Sends out Notices to Contractor, Notices to Owner, Lien Notices, and Lien Waivers
• For bankruptcy and other court related notices works with the Controller and SEC legal counsel as appropriate
• Collaborates with Sales and the Invoicing person to resolve billing issues.

• Strong attention to detail and accuracy.
• Proficiency in Microsoft products and accounting software
• Ability to handle confidential information with discretion.
• Strong problem-solving and analytical skills.
• Excellent organizational and communication skills.
• Empathy and professionalism in customer interactions

• High school diploma required; associate or bachelor’s degree in accounting or business is a plus.
• 5+ years of experience in credit & collections.
• Experience working with general contractor companies is also preferred.