Credit & Collections Representative III
Core
Manage a portfolio of medium-complexity customers by evaluating credit limits, reviewing orders, executing collection strategies, and reconciling accounts to optimize cash flow.
Role type
Senior Credit & Collections Representative
Builds
Cash flow stability and accurate account reconciliation for medium-complexity customer portfolios
Domain
Finance / Credit Management
Deliverable
client delivery
Required skills
Credit limit evaluation, account reconciliation, collection strategy execution, invoice management, ERP system proficiency, stakeholder collaboration
Preferred skills
Shared Services Center experience, process improvement initiatives, mentoring team members
Technologies
Oracle, SAP, JD Edwards, Mainframe, Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Evaluate credit limits and review orders on hold; Reconcile customer account statements to identify past-due balances; Execute collection strategies through account analysis; Manage email inbox with prioritization and urgency; Coordinate resolution of credit notes, debit notes, and unapplied cash; Serve as primary point of contact for collection inquiries; Inform supervisors of uncollectible accounts after exhaustive follow-up; Support training and onboarding of new employees
Seniority
Senior, hands-on IC