Job Summary:

• Responsible for all aspects of credit and collection for assigned group of customers
• Prepare and submit lien waiver documents
• Conduct credit investigations and make recommendations for new and existing accounts
• Establish and maintain account files and computer records
• Written and verbal correspondence with internal and external customers
• Resolution of disputed items
• Reconciliation of payment deductions from customers
• Confer with the Director or CFO when necessary 
• Receive NSF and other rejected checks from the A/R supervisor for appropriate collection efforts 
• Provide documentation to the Director of Accounting to determine if legal action or a write-off is appropriate when collection efforts have been unsuccessful 
• Provide recommendations for A/R write-offs to the Director or CFO 

Skills on Resume: 

• Credit Risk Analysis (Hard Skills)
• Customer Account Management (Hard Skills)
• Collections Management (Hard Skills)
• Document Preparation (Hard Skills)
• Dispute Resolution (Soft Skills)
• Payment Reconciliation (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Legal and Financial Advisory (Hard Skills)

Job Summary:

• Process credit applications by verifying trade and bank references. 
• Provide information to Director of Accounting and CFO for account set-up 
• Set-up new accounts by Director of Accounting 
• Create and mail welcome letters to new accounts 
• Research payment discrepancies and work with A/R to have corrections posted as necessary 
• Responsible for maintaining customer files by ensuring that all files have complete information including credit application, sales tax exemption or resale certificates, files should be separated by status active, closed, collection agency, bankruptcies and write-offs 
• Contact accounts regarding past due invoices and secure payments or payment commitments 
• Maintain detailed record of all collections efforts – phone calls, faxes, e-mails, letters, honored and dishonored payment commitments - online where possible. 
• When an online comment is not possible, documentation is to be maintained in the customer account files 
• Work closely with the Director of Accounting in managing account credit limits and payment terms to minimize exposure to bad debt 
• Review and approve/disapprove requests for credit limit increases within Company policy.

Skills on Resume: 

• Customer Service (Soft Skills)
• Call Handling (Hard Skills)
• Issue Resolution (Hard Skills)
• Relationship Development (Soft Skills)
• Customer Needs Identification (Hard Skills)
• Internal Department Interface (Hard Skills)
• Advocacy (Soft Skills)
• Accountability for Metrics (Hard Skills)

Job Summary:

• Assist with the monthly mail-out of A/R statements, and provide invoice copies to customers upon request 
• Run and distribute salesman reports and past due account reports including reports for individual stores 
• Responsible for working with customers to collect on complex and large dollar accounts
• Reports on progress to Sales and AR leadership
• Responsible for implementing guardrails to prevent customer from falling behind again, tracking and monitoring accounts
• Maintains promissory notes for the region
• Responsible for mentoring new hires for the team
• Conduct daily collection activity to resolve discrepancies on past due invoices and document accounts accordingly including collections calls, emails, etc.
• Follow up on payments, ensuring customer obligations are met
• Research billing disputes and issues (returns, discounts, sales tax, etc) and reconcile accounts
• Attend regular credit meetings
• Maintain adequate turnover of receivables and DSO
• Assist HQ Senior Credit Manager with various tasks

Skills on Resume: 

• Customer Service (Soft Skills)
• Call Handling (Soft Skills)
• Issue Resolution (Soft Skills)
• Relationship Development (Soft Skills)
• Customer Needs Identification (Soft Skills)
• Internal Department Interface (Soft Skills)
• Advocacy (Soft Skills)
• Account Management (Hard Skills)

Job Summary:

• Analyze aging reports daily 
• Review customers on credit hold, determining the best course of action, daily order releases
• Assist in setting credit limits for new customers
• Print and distribute customer statements, cross-train to create invoices, issue credits, post cash and handle sales tax
• Process credit card payments
• Utilize UltraStaff & TRM for accessing back office and reporting information
• Handle inquiries related to invoices
• Complete special projects as assigned
• Work to maintain the goal of 5% or less in over 90 days balances
• Work to maintain the goal of 45 Days DSO (Days Sales Outstanding)
• Help to create an environment of high morale, motivation and teamwork
• Prepare and submit lease documents as well as coordinate end-of-lease contractual requirements.
• Review FPI’s customers and approve recommendations for credit lines 
• Obtain management approvals per Lamwork’s Corporate Credit policy.

Skills on Resume: 

• Customer Service (Soft Skills)
• Call Handling (Hard Skills)
• Issue Resolution (Soft Skills)
• Customer Relationship Development (Soft Skills)
• Customer Needs Identification (Hard Skills)
• Interfacing with Internal Departments (Hard Skills)
• Advocacy (Soft Skills)
• Product Knowledge (Hard Skills)

Job Summary:

• Process new account credit applications
• Perform credit investigations via D&B and recommend credit limit
• Review aging reports daily and assess credit risk and collection problems
• Arrange and meet with Managers to develop a collection strategy and resolve issues
• Facilitate timely payment of invoices from customers by initiating collection calls on past-due accounts
• Monitor customer payments using the bank’s “provider pay” reporting system
• Compose and send a series of past-due and final demand notices
• Keep collection notes in the Total Relationship Management (TRM) system with a required number of touches per week
• Recommend suspension of service
• Recommend placing account outside of Company for further action
• Work with external and internal customers to resolve billing discrepancies
• Collect past-due accounts and work out payment arrangements with Lamwork’s customers when necessary.
• Solicit vendor credit lines that accomplish Lamwork’s leasing objectives

Skills on Resume: 

• Customer Service (Soft Skills)
• Call Handling (Hard Skills)
• Issue Resolution (Soft Skills)
• Customer Relationship Development (Soft Skills)
• Customer Needs Identification (Soft Skills)
• Internal Department Interaction (Soft Skills)
• Advocacy (Soft Skills)
• Relationship Building (Soft Skills)

Job Summary:

• Monthly reporting & quarterly reporting
• Performs credit and collection duties for large and moderately complex customer accounts, including telephone collections, account authorization, and account management.
• Collect past due accounts, utilizing available technology and collection strategies.
• Assist with account resolutions for misapplied cash and refer problem accounts to supervisors.
• Manage assigned accounts to maintain low levels of delinquency
• Oversee domestic customer accounts receivable
• Review and post cash application
• Attend weekly meetings with Operations and Customer Service/Order Entry
• Input on weekly cash forecast and dispute chargebacks
• Partner with sales and distribution departments on a regular basis to communicate credit decisions, timely review new customers, manage orders on credit hold, expedite orders, and to find solutions to customer issues
• Oversee and monitor the performance of the outsourced collections function
• Perform collection responsibilities for domestic customers
• Manage customer credit files, ensure maintenance of accurate credit files and collection files
• Manage relations with credit reporting agencies

Skills on Resume: 

• Account Management (Hard Skills)
• Credit Collections (Hard Skills)
• Cash Application (Hard Skills)
• Delinquency Control (Hard Skills)
• Credit Decision-Making (Hard Skills)
• Customer Account Resolution (Soft Skills)
• Cross-Department Collaboration (Soft Skills)
• Outsourced Collections Management (Hard Skills)

Job Summary:

• Responsible for reaching out to customers to collect payment for overdue invoices
• Handle resolution of customer billing issues
• Monitor accounts receivable balances with the objective of reducing delinquency
• Contacts business customers/clients by phone, email, or mail regarding accounts and is responsible for ensuring the collection of past-due accounts.
• Proactively manage customer accounts to ensure timely collection of past due balances. 
• Implement procedures for timely resolution of exceptions caused by short payments, deductions, disputed charges, cash receipt application discrepancies, etc.
• Responsible for researching, analyzing, root cause analysis, and problem-solving of customer disputes. 
• Ensures barriers to payment, such as proper approvals, expired POs, and disputes are quickly identified and mediated.
• Works closely with customers, sales, customer service, and other external and internal teams to the business to reconcile accounts.
• Analyze financial statements, credit reports, and references, to establish or maintain credit limits.
• Ensure timely and accurate completion of all month, quarter, and year-end AR-related close items.
• Maintain accurate credit files and collection files.

Skills on Resume: 

• Payment Collection (Hard Skills)
• Billing Issue Resolution (Soft Skills)
• Accounts Receivable Monitoring (Hard Skills)
• Customer Account Management (Soft Skills)
• Dispute Resolution (Soft Skills)
• Root Cause Analysis (Hard Skills)
• Cross-Team Collaboration (Soft Skills)
• Credit Limit Analysis (Hard Skills)

Job Summary:

• Key support function for the Credit Manager that will help in the administration of credit and collection policy & procedures for the Oldcastle Infrastructure business
• Perform daily activities including monitoring AR aging, making outbound calls to secure timely payment, investigating reasons for past due invoices, identifying severely delinquent and at-risk accounts, submitting accounts to legal and/or third-party collection agencies
• Prepare summaries, present facts, and offer opinions concerning the financial condition of customers based on the analysis of credit risk and other pertinent details to evaluate credit lines and job accounts
• Perform collection-related functions through email, phone, fax, etc. including making recommendations to management for the placement accounts with a collection agency or bad debt write-off
• Maintain job files, monitor lien and bond claim rights, and ensure rights are not missed by complying with state statutes
• Initiate, maintain and grow solid relationships with Customers, Sales, Finance and Operational partners
• Meet reoccurring performance analysis, key business metrics, and to provide key reports to management
• Review reports and provide feedback to sales, supply chain and operational teams to drive action within the business on accounts requiring attention for more detailed resolution
• Assess customer credit risk and develop credit limits commensurate with the risk assessment as per Lamwork’s Corporate Credit policy.
• Obtain and analyze both public and non-public information on Lamwork’s customers 
• Continuously assess the credit risk for both new and existing accounts as well as change a customer’s credit line.

Skills on Resume: 

• Credit Risk Assessment (Hard Skills)
• AR Aging Monitoring (Hard Skills)
• Collections Management (Hard Skills)
• Legal and Third-Party Coordination (Hard Skills)
• Lien and Bond Monitoring (Hard Skills)
• Relationship Building (Soft Skills)
• Performance Metrics Reporting (Hard Skills)
• Risk-Based Credit Limits (Hard Skills)

Job Summary:

• Capture accurate, detailed notes of discussions and send follow-up
• Collect, monitor progress and escalate high-quality dispute information
• Monitor and maintain assigned accounts to reduce delinquency, collection issues, client discrepancies, and short payments
• Manage payment applications to customer accounts, including account adjustments and processing refunds
• Determine the creditworthiness of new and existing customers including determining appropriate credit limits
• Investigate customer deductions for proper authorization and aggressively pursue claims with customers that are not approved or unsupported.
• Manage lien rights on contractor business
• Establish effective and cooperative working relationships with customers and the sales department
• Enlist the efforts of the sales and/or senior management to accelerate the collection process when necessary
• Create weekly and monthly aging reports highlighting action steps on past-due customers
• Meet defined department goals and activity metrics

Skills on Resume: 

• Accurate Note Taking (Hard Skills)
• Dispute Resolution (Hard Skills)
• Delinquency Management (Hard Skills)
• Payment Application (Hard Skills)
• Creditworthiness Assessment (Hard Skills)
• Deduction Investigation (Hard Skills)
• Lien Rights Management (Hard Skills)
• Relationship Building (Soft Skills)

Job Summary:

• Contacting internal and external customers on delinquent accounts for resolution
• Understand major customer profiles and billing process
• Responsible for generating and reviewing AR aging to ensure compliance
• Monitor customer account details for nonpayments, delayed payments and other irregularities
• Send dunning letters and make follow-ups via email, and phone calls to delinquent customers/ clients to recover overdue invoices
• Research, resolve payment discrepancies and identify short-pays
• Reconciliation of accounts receivable balances and customer statements
• Investigate and resolve customer queries
• Commitment to continuous improvement of Credit and Collections Processes – Develop a recovery system
• Assist with month-end activities, audits, and either internal, external or SOX reviews.
• Assist in ad-hoc Credit and Collections projects
• Month-end reporting to JBT SSC Management, Operations Review and KPIs delivery and analysis.

Skills on Resume: 

• Delinquent Account Resolution (Hard Skills)
• AR Aging Review (Hard Skills)
• Payment Discrepancy Investigation (Hard Skills)
• Customer Account Monitoring (Hard Skills)
• Dunning Letter Management (Hard Skills)
• Reconciliation of Receivables (Hard Skills)
• Month-End Reporting (Hard Skills)
• Continuous Process Improvement (Soft Skills)

Job Summary:

• Audits billing and processes collections transactions and enters them into a computerized system (SAPB1)
• Follows processes and performs transactions with a high degree of accuracy
• Handles a large volume of basic transactions
• Bits of help run basic reports following routine processes
• Other responsibilities as judgment or necessity dictate
• Assist customers with invoice & billing discrepancies
• Maintain files, approvals, and supporting documentation by credit policies and procedures
• Assist with compliance with credit policies and procedures
• Calculate Metrics including, but not limited to, DSO, outstanding AR reports, Exception analysis percentage
• Develop knowledge of customers and business units
• Work on Outstanding Invoices, Sales Tax Issues, and payment reconciliation
• Use working relationships to coordinate problem-solving across business unit teams to meet deadlines
• Assist and consolidate reports for management meetings.

Skills on Resume: 

• Transaction Accuracy (Hard Skills)
• Billing Audits (Hard Skills)
• SAPB1 Proficiency (Hard Skills)
• Report Generation (Hard Skills)
• Invoice Reconciliation (Hard Skills)
• Compliance Support (Hard Skills)
• Customer Assistance (Soft Skills)
• Metrics Calculation (Hard Skills)