Credit Specialist / Collector I - Long Beach, CA
Traffic Management, Inc, Long Beach, CA, United States
Credit Specialist / Collector I - Long Beach, CA
Salary Range: $65,000.00 - $70,000.00 Salary/year Category: Office Positions Description
FLSA: Non-Exempt Position Title: Senior Credit Specialist & Collector Reports To: AR Manager Supervisory Responsibilities: No Job Summary: Responsible for collections of AR aging for approximately 300 customer accounts; weekly/monthly A/R status reports and tracking; collection calls and e-mails to meet weekly cash goal and maintain customer accounts within terms; trend monitoring and customer account updates for general information, D&B, CSLB, SOS, etc.; verifying prelims and completing lien releases; dispute tracking, investigation, and resolution; proper escalation of accounts; support the credit/collections team with general questions Essential Duties:
Manage all assigned customer account information Maintain internal reporting with A/R Aging, per customer, based on required information Monitor customer trends for changes in volume, credit status/limit, disputes, etc. Build personal connections with appropriate customer personnel Reconcile all discrepancies on account including instances of short payment, over payment, double payment, incomplete/missing payment remittance, etc. Negotiate and resolve conflicts with customers Execute a comprehensive collection strategy through oral and written communication with internal and external stakeholders Expedite payment for past due invoices by contacting customers, investigating circumstances of non-payment Establish and achieve monthly goals to reduce customer delinquency Prepare and send weekly/monthly A/R status reports, aging, lien releases Verify existing preliminary notice information and need for additional action Escalate accounts for payment demand letters, bond claims, etc. E-mail invoice copies when requested Act as the first line responder and subject matter expert for general team member questions Required Knowledge: Knowledge of Construction Industry Standards California Mechanic's lien law and other States where TMI has presence Active knowledge of the Windows environment Active knowledge of the Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Access, etc.) Skills and Abilities: Flexibility - work fluidly and effectively with the company's departments as needed to resolve unspecified issues as they arise Multi-tasking - handle multiple priorities and maintain a high level of confidentiality Excellent communication skills
verbal, written Reporting
basic to intermediate excel functions, pivot tables Maintain a positive work environment Organizational skills Time management Public speaking - presentations Resourceful problem-solving Perceptive in detail Customer service skills Equipment Operated: Office equipment (Desktop, laptop, printer, copy machine, etc.) Physical Requirements & Work Environment: Requires remaining in the seated position for prolonged periods of time Requires lifting up 20lb Requires repetitive motion of hands Clarity of vision at 20 inches or less Minimum Education and Experience: High School/College degree or equivalent with 4-5 years of related experience. This job description is not intended to be all-inclusive, and employees will also perform other duties as assigned by management as required. Traffic Management LLC reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment.
Salary Range: $65,000.00 - $70,000.00 Salary/year Category: Office Positions Description
FLSA: Non-Exempt Position Title: Senior Credit Specialist & Collector Reports To: AR Manager Supervisory Responsibilities: No Job Summary: Responsible for collections of AR aging for approximately 300 customer accounts; weekly/monthly A/R status reports and tracking; collection calls and e-mails to meet weekly cash goal and maintain customer accounts within terms; trend monitoring and customer account updates for general information, D&B, CSLB, SOS, etc.; verifying prelims and completing lien releases; dispute tracking, investigation, and resolution; proper escalation of accounts; support the credit/collections team with general questions Essential Duties:
Manage all assigned customer account information Maintain internal reporting with A/R Aging, per customer, based on required information Monitor customer trends for changes in volume, credit status/limit, disputes, etc. Build personal connections with appropriate customer personnel Reconcile all discrepancies on account including instances of short payment, over payment, double payment, incomplete/missing payment remittance, etc. Negotiate and resolve conflicts with customers Execute a comprehensive collection strategy through oral and written communication with internal and external stakeholders Expedite payment for past due invoices by contacting customers, investigating circumstances of non-payment Establish and achieve monthly goals to reduce customer delinquency Prepare and send weekly/monthly A/R status reports, aging, lien releases Verify existing preliminary notice information and need for additional action Escalate accounts for payment demand letters, bond claims, etc. E-mail invoice copies when requested Act as the first line responder and subject matter expert for general team member questions Required Knowledge: Knowledge of Construction Industry Standards California Mechanic's lien law and other States where TMI has presence Active knowledge of the Windows environment Active knowledge of the Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Access, etc.) Skills and Abilities: Flexibility - work fluidly and effectively with the company's departments as needed to resolve unspecified issues as they arise Multi-tasking - handle multiple priorities and maintain a high level of confidentiality Excellent communication skills
verbal, written Reporting
basic to intermediate excel functions, pivot tables Maintain a positive work environment Organizational skills Time management Public speaking - presentations Resourceful problem-solving Perceptive in detail Customer service skills Equipment Operated: Office equipment (Desktop, laptop, printer, copy machine, etc.) Physical Requirements & Work Environment: Requires remaining in the seated position for prolonged periods of time Requires lifting up 20lb Requires repetitive motion of hands Clarity of vision at 20 inches or less Minimum Education and Experience: High School/College degree or equivalent with 4-5 years of related experience. This job description is not intended to be all-inclusive, and employees will also perform other duties as assigned by management as required. Traffic Management LLC reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment.