Description Job Description The Credit and Collections Representative will manage an accounts receivable portfolio of sales and service centers’ customers which include builders, contractors, and small construction companies. About the job The overarching goal of the Customer Financial Services department is to support the sales growth of the Company while ensuring that cash flow and credit risk are maintained at acceptable levels. The Account Manager position is accountable for maximizing cash flow related to a large portfolio of customer accounts through proactive customer service, business to business collections, and prudent credit review activities. The Customer Financial Services Department offers the opportunity to work in a stable company with over 100 years of continued growth where you will experience: Strong team camaraderie – we genuinely like and support each other Supportive leadership team with industry and credit expertise detail oriented work environment Opportunities for growth, to learn and collaborate Excellent long-term customer relationships, both internal and external Fast-paced environment so the day flies by Ability to help resolve issues throughout the company Responsibilities Maximize cash flow from collections – requires: Use of aging reports Strategizing and call prioritization Detailed contact notes Follow-up to ensure timely payment from customers on all outstanding invoices Minimize risk while maintaining customer service and sales relationships Perform order credit releases in an effective and timely manner Perform dispute management related to customer invoices and payments Minimize risk by conducting credit limit reviews Perform timely and accurate account reconciliation of portfolio Provide timely and accurate reporting for past due balances Communicate identified risk accounts to management as required Requirements Responsibilities Maximize cash flow from collections – requires: Use of aging reports Strategizing and call prioritization Detailed contact notes Follow-up to ensure timely payment from customers on all outstanding invoices Minimize risk while maintaining customer service and sales relationships Perform order credit releases in an effective and timely manner Perform dispute management related to customer invoices and payments Minimize risk by conducting credit limit reviews Perform timely and accurate account reconciliation of portfolio Provide timely and accurate reporting for past due balances Communicate identified risk accounts to management as required Qualifications Show initiative in problem solving and strategizing Strong verbal and written communications skills Customer service oriented, both internally and externally Versatile and proven ability to handle several projects simultaneously Work well under pressure Experience with financial analysis Advanced Excel skills Collaborate with others throughout the company to resolve issues Ability to apply common sense understanding to business needs Previous use of major ERP systems such as Oracle and JD Edwards Fast typing speed to notate accounts and navigate through systems Work well independently and within a team environment Knowledge of credit and collection lien laws Previous exposure to distributor sales and installer environment is a plus Must have prior experience Performing business to business collections with preference toward construction contract experience (collecting from pay applications, reconciling contract/payments/billing, very detail oriented) Reviewing and recommending credit limits (credit reports, bank/trades, and financial statement analysis) Managing an AR portfolio in the $7-8 million range (approximately 3,000 accounts) Using Excel to create various formulas including v-lookup as well as create pivot tables Education Business degree or equivalent combination of education and experience

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .