What are the responsibilities and job description for the Credit & Collections Specialist position at Russell Tobin?
Responsibilities :
- End to end management of assigned accounts receivable portfolio from account set up to cash collections.
- This position will also work through dispute management with customers where necessary to create a positive outcome for both the customer.
- Majority of time will be spent on collection activities : calling customers, sending statements, sending reminder notices and invoices, and taking customer payments
- Process credit applications and approve / recommend credit limits
- Review sales orders on credit hold for approval from hold
- A / R account reconciliation
- Dispute management
- Process credit card transactions and monitor monthly auto-pay activity
- Contact with customers via telephone as well as a balanced use of e-mail
- Log all customer contacts and collection activities into collection software system
- Make recommendations on monthly bad debt reserves
- Be an advocate for the customer by liaising between applicable Trimble business units (BU’s), the Order-to-Cash team, and the customer
- Ensure a smooth process flow while maintaining a high level of customer service
- Manage risk by creatively driving win / win situations between Trimble and customers
- Third party agency collection placement and bankruptcy processes and documentation
- Produce reports as requested by the CMA or any other internal customers such as BU controllers
- Participate in acquisition and integration activities and be prepared to brief the CMA on integrating systems, accounts, clients, policies, etc. of acquired companies
- Consistently improve productivity and efficiency through process improvement initiatives, time management and change management
- All other duties as assigned
Qualifications :
- Education : 4-year degree preferred
- Experience : 5 years of related experience in credit & collections, customer service showing increasing responsibilities
- Portfolio management experience in a publicly traded company with significant end user sales activities
- Strong analytical, math, and account reconciliation skills
- Experience with Oracle, NetSuite, and GetPaid preferred
- Expert level ability in Microsoft office and Google Sheets, Docs, Slides
ABOUT US :
Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries.
Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs.
In other words, we connect top talent with companies.
As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.
Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.
LI-MT1
Rate / Salary : Pay Rate : $30 / hr. to $35 / hr. DOE
Salary : $30 - $35
