Duties and Responsibilities:

• Monitor customer accounts daily. Communicate with customers that have balances in excess of 45 days.
• Monitor closely all lien and bond deadlines and ensure actions are taken in a timely manner to preserve those rights.
• Record all collections activity in ERP system.
• Process credit applications and establish credit limits. Adjust credit limits as needed to account for customer payment trends and contract commitments.
• Address customer requests for information in a timely manner.
• Partner and interact with other departments as needed to resolve customer disputes.
• Communicate with sales staff weekly on problem accounts that are not responding to payment requests.
• Monitors the cash application process to ensure accurate and timely postings.
• Perform account reconciliations to clear up billing discrepancies.
• Recommends accounts to be placed on hold or turned over to collection to Credit Manager. Coordinates efforts of attorneys where needed.
• Compile and distribute collection reports to sales staff on a weekly basis.
• Review and approve tax exemption status of accounts and maintain documentation to support.
• Track and resolve customer service issues relating to collection with sales personnel.
• File required notices on construction projects as recommended by legal counsel to reduce exposure to uncollectable accounts.
• Coordinate the processing of customer statements on a monthly basis.
• Special projects as assigned.

Position Requirements:

• Bachelor’s or Associate’s Degree preferred or a minimum of 2 years credit/collections experience.
• Experience in a construction environment preferred.
• Must be detail oriented, results driven and able to embrace and adapt to change, along with the ability to effectively multi-task in a deadline driven atmosphere.
• Strong customer service skills with the ability to effectively communicate with both internal and external customers.
• Strong mathematical and analytical skills.
• Strong critical thinking and problem-solving skills.
• Ability to utilize the available time to organize and complete work within given deadlines and to take constructive advantage of idle periods.
• Ability to effectively build relationships with customers and co-workers.
• Excellent written and verbal communication skills and the ability to work in a professional environment are necessary.
• Knowledge of MS office a must, specifically Excel.

Physical Demands:

• Standing: Frequently
• Walking: Frequently
• Sitting: Frequently
• Handling/Fingering: Frequently
• Bending: Frequently
• Pushing/Pulling 12 lbs. or less: Frequently
• Lifting/Carrying 10 lbs. or less: Frequently
• Lifting/Carrying 11-20 lbs.: Occasionally
• Reaching Outward: Occasionally
• Reaching Above Shoulder: Occasionally
• Squatting/Kneeling: Occasionally

The work environment at Hoffman & Hoffman, Inc. is an open office environment in a controlled atmosphere building.