Credit & Collections Specialist
RAE Corporation, Pryor, OK, United States
Job Title:
Credit & Collection Specialist
Department:
Accounting
Reports To:
Sales Operations Manager - National Accounts
Location:
RAE Corporation – Pryor, Oklahoma
Position Type:
Full-Time | Monday–Friday
About Us RAE Corporation is a leading provider of innovative HVAC solutions committed to delivering unparalleled quality and customer satisfaction. We prioritize fostering a culture of continuous improvement, collaboration, and employee empowerment. Our aim is to create a positive work environment where every team member feels valued, heard, and supported.
Role Overview The Credit and Collections Specialist is responsible for supporting the company’s financial health by managing customer credit, monitoring outstanding accounts, and ensuring timely collections. This role plays a critical part in evaluating credit risk, releasing orders, and maintaining accurate and up-to-date documentation of all collection activities. The position requires strong attention to detail, sound judgment, and the ability to communicate effectively with both internal teams and external customers.
Key Responsibilities New Order Entry Review
Check the purchase order for terms, RAE listed as vendor, and PO amount.
Confirm the completed Project Information Sheet is included.
Enter preliminary or supplier notice notes into the customer order.
Initiate advance invoices when needed.
New Customer Setup
Pull and review the credit report.
Reach out to credit and financial references.
Determine account terms and credit limit.
Maintain credit limits.
Evaluate and adjust customer credit limits within established authority levels; elevate complex, high‑risk, or high‑value requests to management or executive leadership as required.
Blocked Orders
Review blocked orders and remove blocks when appropriate.
Notify account managers of blocks and the reasons for the blocks.
File preliminary liens based on state rules.
Complete preliminary lien filing when equipment ships.
File mechanical liens on outstanding equipment invoices when needed.
Make collection calls on past‑due accounts.
Other Collection Responsibilities
Initiate advance invoices as required.
Ensure compliance with company policies and lien requirements.
Desired Qualifications Education & Experience
2+ years of experience in accounts receivable, credit, or collections required.
Experience in a manufacturing or accounting environment preferred.
Skills
Advanced computer proficiency, including Microsoft Office (Excel, Word, Outlook).
Strong organizational, analytical, and problem‑solving abilities.
Excellent written and verbal communication skills.
Ability to handle confidential information with discretion.
Certificates, Licenses, or Training
On‑site training provided.
Benefits
Health insurance
Retirement savings plan
Paid time off
Professional development opportunities
Working Environment Work is performed primarily in a climate‑controlled office setting, with occasional exposure to manufacturing areas and outdoor environments when coordinating events or maintaining exterior office areas. The noise level is typically quiet to moderate.
Physical Demands Lift/Carry
Stand
Walk
Sit
Handling/Fingering
Reach Outward
Reach Above Shoulder
Climb
Crawl
Squat or Kneel
Bend
Twist
Handling activities range from 10 lbs. or less up to over 100 lbs. as required.
Other Physical Requirements Auditory capabilities, visual & speech capabilities.
Equal Opportunity Employer RAE Corporation is an Equal Opportunity Employer EEO/AA M/F/V/D
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Credit & Collection Specialist
Department:
Accounting
Reports To:
Sales Operations Manager - National Accounts
Location:
RAE Corporation – Pryor, Oklahoma
Position Type:
Full-Time | Monday–Friday
About Us RAE Corporation is a leading provider of innovative HVAC solutions committed to delivering unparalleled quality and customer satisfaction. We prioritize fostering a culture of continuous improvement, collaboration, and employee empowerment. Our aim is to create a positive work environment where every team member feels valued, heard, and supported.
Role Overview The Credit and Collections Specialist is responsible for supporting the company’s financial health by managing customer credit, monitoring outstanding accounts, and ensuring timely collections. This role plays a critical part in evaluating credit risk, releasing orders, and maintaining accurate and up-to-date documentation of all collection activities. The position requires strong attention to detail, sound judgment, and the ability to communicate effectively with both internal teams and external customers.
Key Responsibilities New Order Entry Review
Check the purchase order for terms, RAE listed as vendor, and PO amount.
Confirm the completed Project Information Sheet is included.
Enter preliminary or supplier notice notes into the customer order.
Initiate advance invoices when needed.
New Customer Setup
Pull and review the credit report.
Reach out to credit and financial references.
Determine account terms and credit limit.
Maintain credit limits.
Evaluate and adjust customer credit limits within established authority levels; elevate complex, high‑risk, or high‑value requests to management or executive leadership as required.
Blocked Orders
Review blocked orders and remove blocks when appropriate.
Notify account managers of blocks and the reasons for the blocks.
File preliminary liens based on state rules.
Complete preliminary lien filing when equipment ships.
File mechanical liens on outstanding equipment invoices when needed.
Make collection calls on past‑due accounts.
Other Collection Responsibilities
Initiate advance invoices as required.
Ensure compliance with company policies and lien requirements.
Desired Qualifications Education & Experience
2+ years of experience in accounts receivable, credit, or collections required.
Experience in a manufacturing or accounting environment preferred.
Skills
Advanced computer proficiency, including Microsoft Office (Excel, Word, Outlook).
Strong organizational, analytical, and problem‑solving abilities.
Excellent written and verbal communication skills.
Ability to handle confidential information with discretion.
Certificates, Licenses, or Training
On‑site training provided.
Benefits
Health insurance
Retirement savings plan
Paid time off
Professional development opportunities
Working Environment Work is performed primarily in a climate‑controlled office setting, with occasional exposure to manufacturing areas and outdoor environments when coordinating events or maintaining exterior office areas. The noise level is typically quiet to moderate.
Physical Demands Lift/Carry
Stand
Walk
Sit
Handling/Fingering
Reach Outward
Reach Above Shoulder
Climb
Crawl
Squat or Kneel
Bend
Twist
Handling activities range from 10 lbs. or less up to over 100 lbs. as required.
Other Physical Requirements Auditory capabilities, visual & speech capabilities.
Equal Opportunity Employer RAE Corporation is an Equal Opportunity Employer EEO/AA M/F/V/D
#J-18808-Ljbffr