Creative Financial Staffing
Credit and Collections Specialist TX
Creative Financial Staffing, Cypress, Texas, United States,
Job ***** Credit and Collections Specialist
Credit and Collections Specialist Job *****
We are seeking a detail-oriented Credit and Collections Specialist to join our finance team. This role will play a critical part in managing and ensuring timely collection of outstanding receivables, evaluating credit risk, and fostering strong relationships with customers in the fuel transportation industry. The ideal candidate will have strong analytical skills, experience in credit management, and the ability to collaborate across departments.
Credit and Collections Specialist Key *****
Manage Accounts *****
Oversee and maintain the companys accounts receivable ledger.
Proactively monitor customer accounts to identify overdue payments and resolve payment issues.
Regularly review aging reports and follow up with customers to ensure timely collections.
Customer Credit *****
Conduct credit evaluations and establish credit limits for new and existing customers based on financial analysis and company policies.
Monitor and adjust credit limits as necessary to minimize risk.
Investigate credit histories of prospective customers and assess their financial stability.
Collections *****
Communicate with customers through calls, emails, and written correspondence to resolve outstanding payments.
Negotiate payment plans when necessary and escalate collections when appropriate.
Maintain accurate records of all collection efforts and agreements.
Dispute *****
Work closely with the sales and customer service teams to resolve billing disputes.
Address discrepancies related to invoices and reconcile customer accounts.
Investigate and resolve unapplied payments or other account issues.
Reporting and *****
Prepare and analyze regular reports on credit, collections, and past-due accounts.
Assist in preparing cash flow forecasts and account reconciliations.
Maintain detailed and organized documentation on credit and collections activities.
Credit and Collections Specialist *****
3+ years of experience in credit and collections, preferably within the fuel transport or logistics industry.
Experience in managing large-volume accounts and understanding fuel transportation payment structures.
INOCT2024
Credit and Collections Specialist Job *****
We are seeking a detail-oriented Credit and Collections Specialist to join our finance team. This role will play a critical part in managing and ensuring timely collection of outstanding receivables, evaluating credit risk, and fostering strong relationships with customers in the fuel transportation industry. The ideal candidate will have strong analytical skills, experience in credit management, and the ability to collaborate across departments.
Credit and Collections Specialist Key *****
Manage Accounts *****
Oversee and maintain the companys accounts receivable ledger.
Proactively monitor customer accounts to identify overdue payments and resolve payment issues.
Regularly review aging reports and follow up with customers to ensure timely collections.
Customer Credit *****
Conduct credit evaluations and establish credit limits for new and existing customers based on financial analysis and company policies.
Monitor and adjust credit limits as necessary to minimize risk.
Investigate credit histories of prospective customers and assess their financial stability.
Collections *****
Communicate with customers through calls, emails, and written correspondence to resolve outstanding payments.
Negotiate payment plans when necessary and escalate collections when appropriate.
Maintain accurate records of all collection efforts and agreements.
Dispute *****
Work closely with the sales and customer service teams to resolve billing disputes.
Address discrepancies related to invoices and reconcile customer accounts.
Investigate and resolve unapplied payments or other account issues.
Reporting and *****
Prepare and analyze regular reports on credit, collections, and past-due accounts.
Assist in preparing cash flow forecasts and account reconciliations.
Maintain detailed and organized documentation on credit and collections activities.
Credit and Collections Specialist *****
3+ years of experience in credit and collections, preferably within the fuel transport or logistics industry.
Experience in managing large-volume accounts and understanding fuel transportation payment structures.
INOCT2024