Credit & Accounts Receivable Specialist

Logicalis - Tumwater, WA

Full-time

Tumwater, WA

Furniture, Home Furnishings, Electronics, and Appliance Retailers

About the position

The Credit & Accounts Receivable Specialist at Logicalis, Inc. is responsible for monitoring financial risk by reviewing credit for potential and current clients, collecting payments from customers, and maintaining customer accounts. This role involves assisting in the onboarding process, analyzing credit reports, managing customer interactions, and ensuring compliance with relevant laws and regulations.

Responsibilities

• Supports customer onboarding process, including analyzing credit reports to approve credit limits for new and existing customers.
• Sets up customer IDs and completes onboarding documents per customer request.
• Manages customer portal access.
• Assists Credit & Collections Manager with credit queues, holds, and ad hoc reporting.
• Reviews status of delinquent accounts and initiates collection action by contacting customer account representatives.
• Communicates regularly with sales and sales support regarding customer account status.
• Performs daily collection processes to maintain proper account balances and maintains account notes and reports regarding customer status and activity.
• Processes credits, rebills, and customer refunds for customer accounts.
• Maintains accurate records, completes research, communicates, and resolves issues regarding status of collections on accounts.
• Minimizes losses by referring uncollectible accounts to the Accounts Receivable Manager.
• Demonstrates and actively promotes an understanding and commitment to the mission of Logicalis.
• Maintains a working knowledge of applicable Federal, State, and Local laws and regulations as well as policies and procedures of Logicalis.

Requirements

• 1-3 years' experience in a related area.
• Proficient use of all Microsoft Office applications.
• Detail oriented, self-starter with excellent organizational, administrative and interpersonal skills.
• Ability to complete all assigned tasks and projects with minimal supervision.
• Ability to multi-task and work in a fast-paced environment.
• Exceptional communication skills - verbal and written.
• Ability to successfully work as a team environment and independently/remotely.