Credit & Collections Specialist

JOB DESCRIPTION | CREDIT & COLLECTIONS

Confidential • Job Description

CREDIT & COLLECTIONS SPECIALIST

Accounts Receivable • Full-Time

Department Credit & Collections Reports To To be determined

Location To be determined Travel Client visits as needed

POSITION SUMMARY

The Credit & Collections Specialist is responsible for planning, reviewing, billing, and monitoring the assigned account portfolio. This role investigates account discrepancies, coordinates payment arrangements, documents collection activity, and follows up on customer claims to support accurate account balances and timely resolution of open items.

QUALIFICATION SNAPSHOT

• 1+ year of related experience • Microsoft Office proficiency, especially Excel • Fully bilingual in Spanish and English

AVAILABILITY

• Full availability, including weekends and holidays when needed

• Available to visit clients when required • Bachelor’s degree in Business Administration preferred

ESSENTIAL DUTIES & RESPONSIBILITIES

• Plan, review, bill, and monitor the assigned account portfolio. • Bill returned checks and claims according to the applicable account requirements. • Analyze account differences, debits, credit notes, and other credit-related inquiries. • Prepare, process, and document account statements, billing letters, and related correspondence. • Coordinate payment plans with customers and maintain complete documentation of all agreements. • Manage transaction-related tasks and follow-up activities to keep accounts current and work items on track. • Refer account balances requiring additional investigation to the appropriate departments. • Follow up on customer claims involving pending balances and document the status and resolution of each case. • Maintain accurate and organized records of billing, collection, claim, and customer communication activity. • Communicate professionally with customers and internal departments in both Spanish and English.

MINIMUM QUALIFICATIONS

Education Bachelor’s degree in Business Administration preferred.

Experience At least one (1) year of experience in credit, collections, billing, accounts receivable, customer accounts, or a related area.

Technology Working knowledge of Microsoft Office applications, with strong emphasis on Microsoft Excel.

Language Fully bilingual in Spanish and English, with the ability to communicate effectively in both languages.

CORE COMPETENCIES

• Account analysis and reconciliation • Billing and collections follow-up

• Customer service and professional communication • Organization, documentation, and attention to detail

• Problem-solving and cross-functional coordination • Ability to manage multiple priorities and deadlines

WORK SCHEDULE & TRAVEL

• Full availability to work weekends and holidays when business needs require. • Availability to visit clients when needed.

JOB DESCRIPTION | CREDIT & COLLECTIONS

Confidential • Job Description

POSITION NOTICE This job description summarizes the primary duties and qualifications of the position. Responsibilities may be modified based on business needs. The employer is committed to equal employment opportunity and a professional work environment.

ACKNOWLEDGMENT

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