Our client is looking for a Credit & Collection Specialist in Irvine, CA.
General position summary
This position will be responsible for the maintenance and administration of all open accounts receivable collections.
Major accountabilities
1) Maintain AR aging report.
2) Research, reconcile and conclude account discrepancies.
3) Run the Aging Trial Balance (ATB) and validate account information and clean ATB.
4) Draft correspondence and carry out mailings for accounting department as necessary.
5) Assist the Accounting Manager with special projects as assigned.
Duties and Responsibilities
• Communicate with customer and provide assistance for conflict resolution on outstanding & past due AR balance
• Monitor customers’ payment schedules
• Facilitate resolution for sales discrepancy issues related to AR balance with operations, sales and customers
• Reduction of all past due over 60 day accounts
• Maintain Aging Trial Balance
• Report to Accounting Manager on regular schedule status of AR for each customer
• Cash receipt forecast/analysis report (monthly)
• Review and change credit limit/payment term for each account
• Approve shipment
• Maintain customer master files
• Set new/add/change customer status into J1 system
• Make credit limit recommendation to Accounting Manager
• Maintain and process credit and credit insurance companies contracts
Other:
• Task deemed necessary for administrative activities of the department 10
Core competencies:
1) Excellent customer communication skills
2) Organizational skills
3) Accurate and complete recordkeeping
4) Competence in PC software application
5) Ability to resolve conflicts
Qualification Requirements
Education: High School Diploma or equivalent experience.
Experience: Minimum 5 years in collection experience. Basic general knowledge of accounting processes.
Skills: Computer proficiency in MS Office required.
Knowledge of SAP software preferred.
Work location: Irvine, CA