What are the responsibilities and job description for the Credit Manager position at Robert Half?
Job Description
Job Description
We are offering an exciting opportunity in the finance industry for a Credit Manager located in Dallas, Texas. This role involves managing a large portfolio of accounts, ensuring the accuracy of credit records, and identifying potential increases in credit limits.
Responsibilities :
- Oversee a portfolio of accounts, ensuring accuracy and efficiency in credit applications and records
- Execute collections for overdue accounts through various communication methods
- Conduct research and complete missing information, while preparing and releasing lien waivers
- Manage account reconciliation tasks, addressing issues concerning unapplied cash, missing check applications, duplicate payments, and overpayments
- Work closely with sales to resolve outstanding debt and customer default inquiries
- Conduct ACH and EFT transactions, credit card transactions, and provide Proof of Deliveries as required
- Develop feasible payment plans and promissory notes, reviewing with higher management to ensure the best option for the customer
- Identify and address accounts unresponsive to collection efforts, preparing necessary documentation for collection agency or attorney involvement
- Review credit applications and assign credit limit availability according to approved credit authority within assigned portfolio
- Demonstrate knowledge of credit and collection abilities by decreasing % past due on assigned portfolio
- Maintain a clear understanding of Texas, Oklahoma, AZ lien law and other states as needed.
- Proficiency in Accounts Receivable (AR) management
- In-depth understanding of Collection Processes
- Solid knowledge of Credit management principles
- Experience with Credit Application procedures
- Familiarity with Liens and their applications
- Understanding of Bonds and related financial instruments
