Credit & Collections Specialist
Core
Manage complex, high-risk customer accounts to strengthen cash flow, mitigate credit risk, and resolve delinquency while ensuring compliance with financial controls.
Role type
Senior Credit & Collections Specialist
Builds
Cash flow stability and credit risk mitigation for large, sophisticated enterprise accounts
Domain
Financial Services / Credit Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Credit risk assessment, account management, financial reporting, contract compliance, cross-functional collaboration, process improvement, data analysis, stakeholder negotiation, regulatory adherence, mentorship
Preferred skills
Experience with acquisition integration, advanced Excel proficiency (PivotTables, VLOOKUP/XLOOKUP), knowledge of deferred revenue and unbilled revenue tracking
Technologies
Microsoft Excel, Customer Portals
Responsibilities
Lead large, high-risk customer accounts and resolve complex account issues; Engage directly with customers to resolve past-due invoices and manage delinquency; Review and disposition credit hold orders to protect company exposure; Provide mentorship to team members on advanced credit issues; Collaborate cross-functionally with Sales, Finance, and Customer Service to resolve delinquency; Prepare and analyze reporting on revenue, discounts, and collections performance; Lead initiatives to improve credit and collections workflows; Support acquisition integration planning for newly acquired entities; Ensure compliance with internal controls, policies, and regulations during month-end close and audits.
Seniority
Mid-Senior, hands-on IC with mentorship responsibilities
