Credit and Collections Level 1

• Understand client Policies and Guidelines

• Make decisions according to the defined Policies and Procedures

• Identify improvement opportunities in work flow and suggest solutions

• Pursue collection and resolution of past due customer accounts

• Review Accounts Receivables (AR) aging report to determine status of collections and follows up on assigned past due accounts

• Research, analyze, document, and forward customer disputed items to the appropriate department and maintains follow-up until final resolution is achieved

• Prepare status report of customer accounts with past due balances

• Document and initiate write-offs to be processed

• Document and process customer refund request of credit balances

• Resolve account discrepancies and short payments

• Make timely recommendations of corrective action to be taken to resolve delinquency

• Recommend delinquent accounts for write-off or to be placed with outside collection agency for collection