What are the responsibilities and job description for the Credit and Collections Analyst position at R+L Global?
Credit & Collections Analyst is responsible for initiating and managing the collection activity for a prescribed portfolio of accounts and providing backup or stand in to the Credit Analyst position in Customer Credit and Set up.
Credit & Collections Analyst responsibilities and essential job functions include, but are not limited to the following:
- Follow established process for new customer set up and credit investigation and establish credit limits within assigned limit level or refer for approval when outside established limit authority
- Follow through on scheduled updates and reviews to existing credit limits
- B2B commercial collections – nationwide, managing the collection activity for an assigned portfolio of accounts
- Follow established dunning and collection follow up process and practices
- Monitor customer account details for non-payments, delayed payments, short payments and other irregularities and resolve issues until credited or paid
- Plan collection strategy for customer accounts
- Use daily verbal and written communication through heavy phone work and email, and follow-up for collection of payment with small to large customer accounts, documenting conversations in our system in detail (tasks, payment promises, etc)
- Ensure timely follow up to all delinquent accounts, by utilizing all collection and credit tools available
- Alert management to any possible insolvent accounts
- Investigate and resolve customer inquiries and disputes
- Monthly account and portfolio status reporting
- Recommend adjustments and write offs
Qualifications, Knowledge, Skills, and Abilities:
- High school Diploma or GED required some college course work preferred
- 5 years previous collections exp, B2B commercial collections preferred
- Must be analytical and detail oriented
- Must be organized, have keen attention to detail and accuracy
- Must be proficient with Microsoft Office Suite including Outlook, Excel and Word
- Must possess the ability to use sound judgment when making independent decisions
- Must have excellent verbal/written communication and follow-up skills
- Knowledge and experience with local, state and federal collection laws
- Familiarity with accessing and interpreting business trade reports, D&B etc
- Ability to review financial and trade information and make decisions supporting credit limits
- Knowledge of TL, LTL, Import/Export, Customs, accounts receivable, and accounts payable processes a plus
- Previous logistics, transportation, domestic or international exp a plus
- Ability to read, write, and speak English fluently; Bi-lingual Spanish a plus
