Credit and Collections Analyst jobs in California

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Credit & Collections Analyst
  • Robert Half
  • Union, CA FULL_TIME
  • Description

    The Credit & Collections Analyst is primarily responsible for collections, analyzing trends to determine credit worthiness, monitoring, and organizing payment patterns for an assigned group of accounts. In addition, this position reviews deduction discrepancies in the areas of returns, vendor compliance, pricing, shortages, etc. with management for appropriate action. Update credit information on existing accounts or compile information on potential accounts upon request for analysis and evaluate credit worthiness.

    Responsibilities

    • Conduct daily collections calls and proactively monitor outstanding account receivables in accordance with the collections process.
    • Prepare monthly projections of Cash Collections. Assist in creating and maintaining monthly reports.
    • Assess customer’s credit worthiness using D& B software. Work cross-functionally with, Cash Applications, Sales & Service organizations to promote partnerships and resolve open customer disputes in a timely manner.
    • Analyze Accounts Receivables, resolve issues regarding any doubtful accounts and/or corrections needed to be addressed and escalate them to management as necessary.
    • Monitor reports on customers’ financial performance, review data and investigate discrepancies or variances and communicate findings to management.
    • Obtain approval as needed and required to exceed set credit limits and based on set parameters.
    • Strive to become an independent employee able to analyze problems and formulate plans to overcome challenges and to get work done quickly with a high degree of quality. (Not for a Supervisory/Manager role). Make sound and logical decisions and choose the appropriate courses of action based on the parameters of the situation at hand and to use continual improvement problem solving skills.
    • Train and instruct other members of the department and the company, by passing along job specific skills and information to assist them in their development.
    • Serve as first line of communication between Supervisor (or up-line management when Supervisor is not available) and the team.
    • Provide and facilitate work direction including priority setting and task assignments as instructed by the Supervisor.
    • Understand company OSI’s business objectives and the relationship between the Credit & Collections team and those objectives; to support and follow the Corporate Vision, Mission & Values Statements and to maintain the services and quality levels set by company OSI, and to continually enable company OSI to be a great place to work.
    • Understand, follow and support company OSI’s internal Quality System policies, procedures and work instructions including but not limited to applicable external regulations (21 Code of Federal Regulations Part 820 Quality System Regulations and applicable International Standards

    Requirements

    Qualifications & Requirements:

    • Knowledge of Credit & Collections procedures.
    • Knowledge of SAP required, S4 regarding Customer Master, Credit Management & Order to Cash a plus.
    • Strong negotiation skills and use solid judgment in changing a customer’s objections into a commitment to pay.
    • Ability to evaluate and analyze customers' financial status.
    • Neat and professional appearance and outgoing people-oriented personality which conveys pride in working for company OSI and which is demonstrated with a ready smile and a willingness to assist others.
    • Excellent computer skills including operating Windows based personal computers, various office equipment and machines, and telephone system. Ability to efficiently and effectively use Microsoft products such as Outlook, Word, Excel, and PowerPoint.
    • Ability to clearly express oneself verbally and in writing in the English language (additional languages also preferred) using good grammar, vocabulary, eye contact. Ability to communicate effectively with employees and other business contacts in a courteous and professional manner. Excellent verbal and written communication skills, strong presentation, project and organizational skills.
    • Excellent customer focus with a high sense of urgency. Ability to provide excellent interpersonal and communication skills.
    • Ability to function calmly in a fast-paced environment managing multiple priorities simultaneously. To be able to positively manage situations of a dynamic nature; to be able to modify plans, actions, and decisions in light of changing situations and circumstances while still meeting, or proposing modified, deadlines.

    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.

    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

    © 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to
  • 4 Days Ago

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Credit Analyst/Collections
  • Heilind Electronics
  • Calabasas, CA FULL_TIME
  • Summary - Administers established credit policies and standards, collects accounts receivable through telephone contact and correspondence, prepares analysis of customer accounts, resolves disputed ac...
  • 19 Days Ago

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Credit & Collections Analyst II
  • Pelican
  • Torrance, CA FULL_TIME
  • SUMMARY The Credit & Collections Analyst II will be responsible for overseeing and managing customer deductions. The role will partner with internal and external customers to resolve disputes and miti...
  • 24 Days Ago

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Credit Analyst I or II
  • Golden State Farm Credit
  • Chico, CA FULL_TIME
  • Do you love working with numbers? Ever been told you have a keen eye for details? If so, Golden State Farm Credit has an exciting job opportunity for you! Intrigued? Want to know more about our Credit...
  • 3 Days Ago

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Director of Billings, Credit & Collections
  • Airtable
  • Los Angeles, CA FULL_TIME
  • At Airtable, our mission is to democratize software creation. We believe today's knowledge work needs a customizable platform that lets every organization easily build intuitive apps to drive their mo...
  • 2 Days Ago

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Credit and Collections Manager
  • Industrial Metal Supply Co.
  • Los Angeles, CA FULL_TIME
  • Industrial Metal Supply, founded in 1948, is a leading metal distributor with seven locations in California and Arizona. We are entering an exciting new growth phase as we strive to further expand our...
  • 3 Days Ago

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Credit and Collections Analyst
  • Adecco USA
  • Laconia, NH
  • Adecco Staffing is working with a manufacturer in Laconia, NH who is looking for a Credit and Collections Analyst to joi...
  • 6/10/2024 12:00:00 AM

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Credit and Collections Analyst
  • Collabera
  • Charlotte, NC
  • Position Details: Industry: Telecommunication Title: Fiber Billing Help Desk Location: Charlotte, NC / Warrington, PA / ...
  • 6/10/2024 12:00:00 AM

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Credit and Collections Analyst
  • Chicago Tube and Iron
  • Romeoville, IL
  • Chicago Tube and Iron Company is a leader in the metals distribution and fabrication industry. We are an established com...
  • 6/8/2024 12:00:00 AM

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Analyst - Credit and Collections
  • WESCO International, Inc.
  • Suwanee, GA
  • As a Credit & Collections Analyst you will be responsible for collecting and maintaining basic credit information. While...
  • 6/8/2024 12:00:00 AM

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Credit and Collections Support Specialist
  • Bartech Group
  • Location: Location: Credit and Collections Support Specialist in Johnston, IA at The Bartech Group **Location:** **Exper...
  • 6/8/2024 12:00:00 AM

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Credit and Collections Analyst
  • Adecco Staffing, USA
  • Laconia, NH
  • Adecco Staffing is working with a manufacturer in Laconia, NH who is looking for a Credit and Collections Analyst to joi...
  • 6/6/2024 12:00:00 AM

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Credit And Collections Analyst
  • PPG Industries, Inc.
  • Cranberry Twp, PA
  • As a Credit and Collections Analyst, you will provide a broad range of financial related support to internal and externa...
  • 6/6/2024 12:00:00 AM

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Analyst - Credit and Collections
  • Verizon Communications, Inc.
  • Tulsa, OK
  • We innovate constantly to help the biggest names in business work quicker and smarter and we apply the same vision and f...
  • 6/6/2024 12:00:00 AM

California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Credit and Collections Analyst jobs
$59,759 to $75,028

Credit and Collections Analyst
Initiate collection activity and control order release for US accounts.
April 19, 2023
Assists customers by researching issues concerning the customer's statements and or invoices.
April 02, 2023
Credit and Collections Analyst in Vadnais Heights, MN
Collaborates with sales and customers to mitigate marginal risk situations and escalates to Manager/Supervisor when appropriate.
April 25, 2023
Credit and Collections Analyst
Prepares Daily EFT Proposals and sends notice to customers.
April 13, 2023
Review Customer credit limits and credit insurance levels annually and propose changes for review and approval.
December 22, 2022