Credit & Collections Analyst (hybrid)

BD - San Antonio, TX

Full-time - Entry Level

San Antonio, TX

Miscellaneous Manufacturing

About the position

The Credit and Collection Specialist at BD is responsible for managing collections on open credit balances, reviewing and approving new customer applications, and monitoring existing customers' credit limits. This role involves investigating returned goods and providing assistance to sales representatives regarding customer account information, while also performing various administrative duties. The position requires strong communication skills, attention to detail, and excellent organizational abilities.

Responsibilities

• Approve or deny customer requests for credit based on established guidelines.
• Monitor delinquent accounts and take appropriate action to collect past due amounts.
• Investigate and reconcile any discrepancies related to returns, shipments, or customer claims.
• Maintain accurate records of customer transactions and account information.
• Assist Sales Representatives by providing them with updated customer information and credit status.
• Communicate professionally with both internal and external customers via phone, email, or written correspondence.
• Collaborate cross-functionally with various departments to resolve customer issues or disputes.
• Stay informed about changes in customer policies, payment terms, and industry trends.
• Perform administrative tasks such as filing, data entry, and document management.
• Address customer queries promptly and courteously, working towards timely resolutions.
• Maintain a positive attitude and provide excellent customer service throughout the collection process.

Requirements

• Bachelor's degree required with a focus in Business Administration, Finance, or a related field preferred.
• Minimum 3 years of experience in credit and collections, preferably within a medical device or healthcare environment.
• Proven track record of successfully managing credit and collection activities.
• Excellent verbal and written communication skills, with proficiency in English.
• Strong analytical and problem-solving abilities.
• Detail-oriented mindset with a focus on accuracy and organization.
• Ability to work independently and collaboratively in a fast-paced team environment.
• Proficiency in Microsoft Office Suite, particularly Excel and Outlook.
• Experience using ERP systems for order processing and customer relationship management.
• Knowledgeable about relevant compliance regulations and legal requirements pertaining to credit and collections practices.

Benefits

• A supportive work environment that encourages learning and growth.
• Opportunities for career advancement.
• A culture that values contributions and promotes accountability.