Credit & Collections Specialist
Aston Carter, Irvine, CA, United States
Credit & Collections Specialist
The Credit & Collections Specialist is responsible for managing customer accounts to ensure timely payment while maintaining positive customer relationships. This role involves resolving credit and collection issues, reviewing account status and credit availability, documenting customer interactions, and supporting accurate financial reporting. The specialist works closely with internal teams and customers to resolve discrepancies, investigate payment issues, and support order processing decisions. Key Responsibilities
Contact customers via telephone and written correspondence to resolve credit and/or collection issues while maintaining strong customer relationships Initiate collection activities on delinquent accounts, including telephone calls and form letters Review customer orders and assess current account status to determine credit availability Release or hold customer orders based on established credit policies Accept customer payments and/or establish payment arrangements as appropriate Document all customer inquiries and interactions to ensure accurate and complete credit records Investigate and resolve duplicate billing claims Research lost, misapplied, or unidentified payments and initiate refunds for overpayments when applicable Assist in resolving customer issues related to non-receipt of product, pricing discrepancies, and returns information Generate and submit periodic reports related to credit, collections, and account status as assigned by the supervisor Perform additional duties and special projects as required Required Qualifications
High school diploma or equivalent; Bachelor's degree in Accounting, Finance, or Business preferred 2+ years of experience in credit/collections or accounts receivable Working knowledge of credit and collection practices and general accounting principles Ability to communicate professionally and tactfully with customers in challenging situations Strong attention to detail and accuracy in documentation and data entry Proficiency with ERP systems and accounting software (e.g., SAP, Oracle, NetSuite, or similar) Intermediate skills in Microsoft Excel and other Microsoft Office applications This is a Contract position based out of Irvine, CA. The pay range for this position is $27.00 - $32.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan
Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave) This is a hybrid position in Irvine, CA. This position is anticipated to close on May 1, 2026.
The Credit & Collections Specialist is responsible for managing customer accounts to ensure timely payment while maintaining positive customer relationships. This role involves resolving credit and collection issues, reviewing account status and credit availability, documenting customer interactions, and supporting accurate financial reporting. The specialist works closely with internal teams and customers to resolve discrepancies, investigate payment issues, and support order processing decisions. Key Responsibilities
Contact customers via telephone and written correspondence to resolve credit and/or collection issues while maintaining strong customer relationships Initiate collection activities on delinquent accounts, including telephone calls and form letters Review customer orders and assess current account status to determine credit availability Release or hold customer orders based on established credit policies Accept customer payments and/or establish payment arrangements as appropriate Document all customer inquiries and interactions to ensure accurate and complete credit records Investigate and resolve duplicate billing claims Research lost, misapplied, or unidentified payments and initiate refunds for overpayments when applicable Assist in resolving customer issues related to non-receipt of product, pricing discrepancies, and returns information Generate and submit periodic reports related to credit, collections, and account status as assigned by the supervisor Perform additional duties and special projects as required Required Qualifications
High school diploma or equivalent; Bachelor's degree in Accounting, Finance, or Business preferred 2+ years of experience in credit/collections or accounts receivable Working knowledge of credit and collection practices and general accounting principles Ability to communicate professionally and tactfully with customers in challenging situations Strong attention to detail and accuracy in documentation and data entry Proficiency with ERP systems and accounting software (e.g., SAP, Oracle, NetSuite, or similar) Intermediate skills in Microsoft Excel and other Microsoft Office applications This is a Contract position based out of Irvine, CA. The pay range for this position is $27.00 - $32.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan
Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave) This is a hybrid position in Irvine, CA. This position is anticipated to close on May 1, 2026.