Job Description

This is an exciting opportunity to join a growing global company in the medical equipment industry!

About the Role : A credit and collection specialist must be self-motivated and directed, and adept at establishing each day's agenda, according to workflow and developing situations. The credit and collection specialist’s primary focus is to manage a portfolio of assigned accounts to ensure collection efforts are exhausted, and the accounts are firmly reconciled.

This role is responsible for, but not limited to maximizing cash collections and minimizing bad debt. This role shall meet and exceed collection metrics and departmental objectives. This role requires interpersonal communication and organizational skills. This role must also be able to adapt to a fast-paced environment and high volume transactions.

Responsibilities :

• Responsible and accountable for a portfolio of customer accounts by collecting outstanding receivables.
• Minimize bad debt or write off by ensuring accounts are handled timely, appropriately, and per company policy.
• Proactive contact and consist of follow up with customers on outstanding and past due balances.
• Keeps accurate and up-to-date notes or documentation on all collection efforts.
• Provides customer service regarding collection issues and disputes, customer refunds, maintenance of accounts for adjustments, account reconciliation, order holds and releases, and credit line increase needs.
• Able to organize, prioritize, and manage multiple responsibilities in a high volume, fast-paced environment.
• Research, reconcile, and resolve billing discrepancies by working with the appropriate billing areas and escalating to management as necessary.
• Utilize appropriate judgment in resolution of adjustments, disputes, unapplied payments, reconciliation, and placing accounts on hold due to payment delays or delinquency.
• Escalate passive accounts as per the departmental calculation.
• Assist in preparing documentation for submission of customers to third-party agencies and/or write-offs.
• Build and maintain strong working relationships with internal and external customers.
• Manage reports and analyze data pertaining to their portfolio.
• Participate in meetings, projects, process improvement initiatives, trainings, and other collection related tasks as identified by management.
• Cross train with peers and leaders on customer portfolios for coverage purposes.
• Handle distribution of customer invoices and statements.
• Handle incoming and outgoing phone calls and emails.

Qualifications :

• Minimum 3 years collections experience.
• 4 year Bachelor’s degree in Finance or Accounting or relevant experience in lieu of a degree.
• Experience with SAP or other ERP.
• Customer Service, negotiation skills, and attention to detail.
• Effective communication, organization, analytical, and problem-solving skills.
• Proficient in Microsoft Office, particularly Excel, and inter-company software.
• Strong sense of urgency and customer-centric mindset.

Pay range and compensation package : $40-$42/hour

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