Collections Analyst

Position Summary

This position is responsible for collections and collaborating with your Portfolio Partner for specific locations. The Collections Analyst follows policy and procedures for all credit and collection related functions, and ensures company and state compliance to policies and procedures are maintained. In addition, this position will provide backup coverage for Credit Analyst as needed by monitoring risk associated with credit limits, aged account balances, and other pertinent information, and takes appropriate action to minimize risk to the company.  

Essential Duties and Responsibilities:

• Follows established policies and procedures for all credit and collection functions ensuring company profitability and minimal risk are achieved for specific company location(s).
• Conducts collection activity on past due accounts to include: placing and receiving customer calls, drafting and mailing delinquency letters, and communicating with customers via email.
• If a customer has an NSF the Collection Manager will back the payment out and collect for the NSF.
• Completes daily tasks of cash drawer balancing, A/R payment application, and prepares and makes bank deposits.
• Assists customers with account reconciliations, provides copies of invoices and account statements or PODs as requested.
• Replies to any incoming trade reference requests.
• Reviews and signs lien waivers.
• Contacts customers for collection purposes, Mid-Month Reminders, EOM Payers (25^th) and this can be done via phone or email.
• Acts as a positive contributing team member with Management, Sales staff, and Operations to encourage growth while providing excellent customer service and experience to the customer.
• Escalates issues appropriately when normal collection procedures are ineffective and proactively communicates declining performance in customer accounts.
• Is seen as an expert within their field.
• Will be the backup for Batch Billing and Credit Queue backup when Credit Analyst need assistance
• Other duties as assigned.

Job Requirements:

• Bachelor’s degree in Business Administration, or similar field plus 3 years collections experience or High School Diploma plus 8 years of collections experience required.
• Agility and Microsoft Office (Outlook, Word, and Excel) proficiency required.
• Strong interpersonal and organizational skills with an emphasis in written and oral communication.
• Proven analytical and problem resolution skills.
• Self-starter with the ability to manage and prioritize multiple tasks to ensure deadlines are met.
• Strong attention to detail.
• Ability to conduct risk assessment.
• Ability to travel to branches and conduct customer visits approximately 25% of the time.
• Must be able to maintain a valid notary