Credit & Collections Research Specialist

About the company

Rogers Group

Mining & metals · 1,001 to 5,000 employees

What you'll do

• Process credit applications by pulling credit bureaus, contacting trade references, gathering information from internal sales staff and online resources.
• Inputting new accounts into the system and contacting new customers to review credit terms as well as invoicing and payment options.
• Examine, prepare and return customer lien waivers and necessary legal documentation.
• Handle customer requests for invoice copies, proof of delivery, W-9 forms, new vendor forms, certificate of insurance and the like.
• Assist in the timely collection of designated past due account balances by making systematic follow up communication with customers via phone calls, emails and U.S. mail, documenting in the AR system any significant customer comments, agreements and updates.
• Reconcile customer accounts and resolve customer discrepancies: Research billing issues by examining invoices, corrections and price quotes. Effectively communicate findings to both the credit manager and customer.
• Research cash application issues include reviewing check and remittance copies, using math skills to find the problem and/or working with the customer on what they intended to pay. Effectively communicate findings to the credit manager, cash applications administrator and customer.
• Initiate and follow through all dispute resolutions to their completion.
• Manage sales tax issues: Investigating legitimately of sales tax short pays and following through on resolutions.
• Acting as a liaison between the customer and Rogers Group tax department by obtaining proper tax exemption certificates.
• Work with the location to enter tax credits / debits.
• Establish and maintain effective and cooperative working relationships with internal and external customers.
• Meet defined department goals and activity metrics.
• Perform other assigned tasks and duties necessary to support the Accounts Receivable and Credit & Collection Department.
• Associates / Bachelor’s degree in Finance, Accounting or related field, preferred.
• Proficiency in Microsoft Office including Excel, Word and Outlook.
• Strong math skills and analytical thinking.
• Solid written and verbal communication skills.
• Thorough knowledge of Billing and Collections policies, practices and procedures .
• Account Reconciliation – 1 year (required).
• Patience and ability to manage stress.
• Experience with Construction Lien and Payment Bond lien waiver procedures a plus.
• Candidates possessing 5+ years of collections experience, a high school diploma and meet other qualifications listed, may be considered.
• Medical, Dental, Vision Insurance plus Health Savings Account with annual company contribution.
• Company provided Group Life and Accidental Death & Dismemberment insurance.
• Retirement 401(k) with company contribution and match at one year of service.
• Company provided Short- and Long-Term Disability.
• Paid Holiday’s including Christmas shutdown between Christmas and New Years Day.
• Paid vacation available after 180-day probationary period and accrued based on years of service.
• Annual performance-based merit increases.
• Career growth/advancement opportunities.

What you need

• Professionalism and trustworthiness
• Excellent communication, negotiation, organizational, and time management skills
• Ability to work independently

Key skills

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