Demo

Credit and Collections Specialist

Compass Pointe Consulting
Annapolis, MD Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/27/2025

Job Description

Job Description

Credit & Collections Specialist

Annapolis Junction, MD

The Credit & Collection Specialist is the key accounting role in managing customer accounts receivable. The Credit & Collections Specialist performs most duties in relation to managing customer accounts in set-up and processing through to cash receipts. The position reports to the Credit & Collections Supervisor, works closely with the Company’s accounting staff, sales and warehouse staff, management, and outside customers, and is relied upon to identify the need for and recommend improvements in processing customer receivables. The position's broad responsibility is necessary for the company's growth and planned advancement with staff development.

Requirements :

  • Possess superior communication, analytical, and organizational skills
  • Exhibit goal-oriented behaviors and time management principles
  • Exude a customer-focused attitude
  • Apply extensive attention to detail to all tasks
  • Toggle between projects and responsibilities with ease
  • Work well in a team environment
  • Demonstrate proficiency in Microsoft Office programs
  • Associates Degree in Accounting or Business Program Preferred
  • Minimum of two years’ experience, A / R credit and collections or data entry

Responsibility :

  • Maintain customer aging records, including working with customers and sales staff to resolve outstanding balances.
  • Manage collections efforts with General Auditing Bureau and Receivables Control Corporation.
  • Credit evaluation and order release.
  • Process and document daily checks in the mail, lockbox, ACH, wire, and CC payments.
  • Statement processing monthly.
  • Customer setup and account maintenance, including credit references, providing vendor information and W-9s to customers, contact name and address changes, etc.
  • Customer service including resolving account disputes, processing debit, and credit memos, reviewing and completing lien releases, following up on returned checks or credit card denials, etc.
  • Process manual and online billing.
  • The marginal functions of this position have not been included. This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related duties required by their supervisor.
  • We offer Medical, Dental, Vision, Basic Life, Short-Term Disability, Accident, Term Life, Whole Life, and 401k for all W2 Consultants. A benefit overview will be provided as requested.

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