What are the responsibilities and job description for the Credit & Collections Analyst position at Apex Systems?
Job#: 2063980
Job Description:
We are seeking a highly skilled, enthusiastic, and meticulous B2B Retail (CPG) Credit and Collections Analyst to join our team. The ideal candidate will be primarily responsible for managing a portfolio of B2B Retail accounts, ensuring timely collections, and resolving discrepancies. Additionally, the candidate will proactively evaluate creditworthiness and provide credit limit recommendations for small to medium-sized accounts. This role requires strong analytical skills, proactiveness, persistence, and a commitment to customer satisfaction.
Key Responsibilities:
Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178 .
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.
4400 Cox Road
Suite 200
Glen Allen, Virginia 23060
Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Apex Systems.
Job Description:
We are seeking a highly skilled, enthusiastic, and meticulous B2B Retail (CPG) Credit and Collections Analyst to join our team. The ideal candidate will be primarily responsible for managing a portfolio of B2B Retail accounts, ensuring timely collections, and resolving discrepancies. Additionally, the candidate will proactively evaluate creditworthiness and provide credit limit recommendations for small to medium-sized accounts. This role requires strong analytical skills, proactiveness, persistence, and a commitment to customer satisfaction.
Key Responsibilities:
- Utilize customer portals to obtain payment status, reconcile accounts, and retrieve outstanding balance details as needed.
- Proactively contact B2B Retail (CPG) clients via email regarding past-due invoices; partner to bring accounts up to date.
- Investigate disputes and discrepancies including scrutinizing Proofs of Delivery and Bills of Lading; assist in resolving customer billing and credit issues.
- Addressing collection inquiries, providing copies of invoices, statements, and documenting all activities in the High Radius Credit & Collections platform.
- Collaborate with cross-functional teams to resolve past-due invoices, disputed invoices, and payment issues, ensuring A/R accuracy.
- Assess and authorize removal of credit blocks (blocked orders) in accordance with customer’s risk profile, including triaging and rectifying root cause for credit blocked orders.
- Evaluate credit risk: review, prepare and recommend credit limits for small and medium-sized accounts.
- Develop and maintain effective relationships, escalating issues to Management as needed for prompt resolution.
- Achieve daily and monthly team productivity goals and objectives.
- Perform other miscellaneous duties and projects, as assigned.
- Bachelor’s degree or equivalent work experience.
- 4 years of professional experience in B2B Retail collections required; Consumer Packed Goods (CPG) experience strongly preferred.
- Advanced computer skills in MS Office
- Proficiency in High Radius Credit and Collections platforms and SAP
- Ability to multi-task, effectively prioritize and perform duties with an exceptional degree of accuracy and consistency.
Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178 .
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.
4400 Cox Road
Suite 200
Glen Allen, Virginia 23060
Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Apex Systems.
