What are the responsibilities and job description for the Credit and Collections Analyst position at Samay Consulting, Inc?
Description:
- Monitor accounts receivable and identify overdue accounts.
- Contact customers with overdue accounts and attempt to collect the overdue amount or negotiate a payment plan to collect it in installments.
- Document daily collections activity by creating and maintaining notes and follow-up tasks within Oracle collections module.
- Research account disputes and billing discrepancies.
- Perform account/payment reconciliations and coordinate with cash applications team to ensure proper applications.
- Identify delinquent accounts that will potentially require external collection efforts.
- Upload AR invoices to customer portals.
- Provide customers with reporting such as statements, aging or other miscellaneous reporting requests.
- Coordinate documentation of customer refunds.
- Request customer tax exemption documentation and upload for tax team review.
- Build strong communication with both internal departments and external customers.
- Analyze and assess the creditworthiness of new customers and additional service quotes using external credit risk management tools/reports.
- Provide recommendations for payment terms and contract modifications based on credit guidelines and/or customers’ payment history.
- Monitor outstanding aged receivables for applicable accounts.
- Work closely with multiple internal departments to ensure awareness of any actions and/or problems affecting customer accounts.
- Performs other related duties as needed.
Required skills
- 1 years’ experience in credit, collections and accounts receivable.
- Strong communication and interpersonal skills (verbal, written and listening).
- Experience in process improvement and a focus on digitization/automation.
- Flexibility and ability to pivot tasks based on business needs.
- Strong PC skills (MS Office software like Word, PowerPoint, Excel and Outlook)
- Strong attention to detail and enjoy problem solving.
- Enjoy working in a fast-paced environment and able to pivot tasks based on business needs.
- Corporate ERP systems, Oracle a plus.
Job Type: Contract
Pay: $17.61 - $23.00 per hour
Experience:
- credit, collections and accounts receivable: 3 years (Required)
Work Location: In person
Salary : $18 - $23
