Credit and Collections Analyst jobs in Orange, CA

Company Mission 

Clean Energy is changing the way the world fuels its vehicles. Reducing pollution from the transportation industry is an important goal for our nation, and we at Clean Energy know just how realistic and attainable that goal is with natural gas fuel.

Our company is an essential business and we are hiring! 

Benefits Offered - 401K, Medical, Dental, Vision, Life, AD&D and more.

The salary range for this position is $101,250 to $140,000 Depends on Experience

Essential Duties and Responsibilities

Assign workers responsibility for investigating and verifying financial status and reputation of prospective customers applying for credit, prepare documents to substantiate findings, and recommend rejection or approval of applications.

Establish credit limits for customer accounts and handle special credit arrangements and deviations from standard terms of payment.

Assign responsibility for investigation of fraud cases and possible legal action and collection for worthless checks and delinquent payments.

Establish and update customers' credit activities.

Review collection reports to ascertain status of collections and balances outstanding and to evaluate effectiveness of current collection policies and procedures.

Audit delinquent accounts considered to be uncollectible to ensure maximum efforts have been taken before assigning bad debt status to account.

Coordinate with others, including personnel in company branches and credit card companies, to exchange information and update controls.

Submit delinquent accounts to attorneys or outside agency for collection.

Compile and analyze statistical data on fraudulent use of credit cards to develop procedures designed to deter or prevent future abuses.

Assist management in the formulation of credit policies.

Create management reporting dashboards and update management as to the status of receivables on a weekly basis.

Track team performance through implementing KPIs.

Utilize third party software to analyze customer credit risk and work with IT resources to integrate third party credit software to the company’s ERP system.

Oversee the cash application process to ensure timely and proper application of cash receipts.

Coordinate the transition of CE Card issuance/shut off/etc. processes from the Operations Department to the Credit and Collections Department.

Lead the Company’s initiative to establish an automated cash application process through the use of lockbox/ERP integration.

Other duties as assigned.

Supervisory Responsibilities:  Directly supervise team of employees. Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

 Qualifications:  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 Education and/or Experience:  Bachelor’s Degree in Accounting or Finance, a minimum of 5 years of related experience; or equivalent combination of education and experience.

 Language Skills:  Possess excellent communications and customer service skills.  Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence.  Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills:  Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

 Reasoning Ability:  Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.  Ability to deal with problems involving a few concrete variables in standardized situations.

 Computer Skills:  To perform this job successfully, an individual must have knowledge of Microsoft Office applications.

 Certificates, Licenses, Registrations:  None Required.

 Competencies:  To perform the job successfully, an individual should demonstrate the following behaviors:

• Quality: Consistently produces high quality work (accurate, neat, and thorough). Strives to improve productivity, processes and quality. Demonstrates strong knowledge and skills related to the job. Presents a professional image with dress, demeanor, and manners. Maintains clean workspace, company equipment and company vehicles. Safety is a high priority; performs job safely.
• Communication: Communicates clearly, concisely, effectively, professionally and timely.  Exhibits good listening and comprehension skills. Keeps others appropriately informed and shares ideas even when unpopular.  Listens to what others have to say.  Maintains open and active communication with colleagues. Effectively uses knowledge and experience in asking, probing, and anticipating issues to ensure quality is provided.
• Teamwork: Fosters the spirit of working with each other.  Displays respect, courtesy, politeness, tact, and openness. Handles conflict in an appropriate and professional manner. Builds relationships, promotes cohesiveness, models collaboration with others.  Considers impact and issues for our customer and other departments.  Engages other impacted departments early for solutions.

Persistence: Develops workable alternatives and solutions. Exhibits persistence in following assignments through to completion. Promotes process improvements.

• Reliable: Responds in a timely manner.  Is honest, ethical, value-driven and trustworthy. Keeps commitments made, completes assignments and meets deadlines. Accountable--Takes responsibility for own actions and performance. Meets attendance and punctuality guidelines. Available and accessible.
• Entrepreneurial: Takes initiative and appropriate action.  Is engaged and committed to achieving the company’s mission. Pursues better ways to get things done and takes appropriate risks. Keeps up to date with competitor information and market trends. Controls costs and thinks in terms of profit, loss and added value. Is committed to the satisfaction of customers.
• Leadership: Provides clear direction around a vision.  Creates actionable plans and is proactive & anticipatory.  Demonstrates innovative approaches and solutions.  Is an example for employees and others.  Accepts responsibility for individual and team performance.  Makes appropriate and timely decisions and takes action on decisions.   Sets clear and reasonable performance expectations. Motivates and empowers others.  Delegates tasks appropriately.  Recruits high caliber staff. Provides feedback to subordinates that is timely and direct.  Recognizes subordinates for their contributions and effort. Encourages continuous growth and learning in others.  Shows respect for others and their ideas.  Helps others manage through change.
• Passion: Is excited and creates enthusiasm about the company’s future.  Promotes a sense of company pride.  Displays sense of pride in the department and its contributions.  Displays passion for the job.

Physical Demands:  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable disabled individuals to perform the essential functions.

 While performing the duties of this Job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms and talk or hear.  The employee is frequently required to walk and sit.  The employee is occasionally required to stand.  The employee must occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Always practice good judgment and refer to the safety guidelines.

Work Environment:  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Always practice good judgment and refer to the safety guidelines.

The noise level in the work environment is usually moderate.