Position summary

The Credit & Collections Specialist is primarily responsible for accounts receivable collections and processing credit holds.

Essential tasks of the position

• Perform collection duties including
  • Perform collection calls and emails daily
  • Send outstanding balance statements to customers monthly and/or upon request.
  • Follow up on calls and emails within one week
• Review daily report and identify shipments for accounts on credit hold and determine if shipments can be released by working with the customer and/or Account Manager as necessary.
• Process credit card payments.
• Assist in the reconciliation of the general ledger accounts as needed.
• Ensure relevant documents are scanned and saved per Palmer Holland procedures.
• Provide bank remittance information or complete ACH payment setup per customer requirements.
• Provide backup to other accounting team members when necessary.
• Perform any other duties assigned by management.

Quality:

Activities of the position affect quality including quality objectives. Responsibilities and authorities include where appropriate:

• Initiate action to prevent the occurrence of any nonconformities relating to product, process, or quality system, up to and including when necessary, stopping production to correct quality problems.
• Identify and record any problems relating to the product, process, and quality system.
• Document problems, steps taken for resolution and preventative action in CRM software and notifying all parties required.
• Initiate, recommend, or provide solutions through designated channels.
• Verify the implementation of solutions in areas under your control.
• Control further processing, delivery, or installation of nonconforming product until the deficiency or unsatisfactory condition has been corrected.
• Perform duties and tasks as prescribed in company policies, procedures and work instructions.

Note:

The outline of duties is not arranged in order of priority. These duties are not meant to restrict initiative, but rather to describe baseline activities. These duties will from time to time be altered to suit the needs of the company.

We are a tobacco free, professional environment.