Credit Collections Coordinator - Contingent

$58,240 - $66,560/Yr

Robert Half - El Segundo, CA

Full-time - Mid Level

Hybrid - El Segundo, CA

Administrative and Support Services

About the position

The Credit Collections Coordinator will play a crucial role in managing the escheatment project, focusing on researching aged credit balances, sending notices to customers, and preparing refund packages. This position requires strong analytical skills, attention to detail, and effective communication to ensure the project is completed efficiently and accurately.

Responsibilities

• Research aged credit balances for approximately 120 customers, involving about 250 transactions and totaling around $414K in credits.
• Send out notices to customers regarding credit balances that may need to be escheated in compliance with state regulations.
• Prepare escheatment packages by gathering and organizing all necessary documentation for credits that remain unresolved.
• Assist with refund preparations for customers who respond to the notices, ensuring timely and accurate processing of refunds.
• Maintain accurate records and documentation of all correspondence and activities related to the project.
• Collaborate with internal teams to ensure smooth execution and resolution of aged balances.
• Identify and escalate any issues or discrepancies in the credit balances that need further investigation.

Requirements

• Proficiency in Customer Service
• Understanding of Office Functions
• Proficiency in Microsoft Excel
• Familiarity with various Policy structures
• Experience with Invoice processing
• Ability to conduct Research and analysis
• Knowledge of Pricing strategies
• Experience with ERP - Enterprise Resource Planning
• Understanding of Collection Processes
• Experience in Credit - Collections
• Knowledge in Credit management
• Experience with Financial Notes
• Excellent Communication Skills
• Experience with Purchase Orders
• Ability to provide Customer Support
• Experience in Research Analysis
• Proficiency in Order Entry
• Experience in Dispute Resolution
• Familiarity with ERP Solutions
• Experience in handling Notices
• Knowledge of Credit Risk Management
• Excellent Interpersonal Communication skills
• Experience in handling Outstanding Invoices
• Understanding of Organizational Objectives
• Ability to identify and address Invalid entries or processes.

Benefits

• Disability insurance
• Dental insurance
• 401(k)
• Vision insurance