Sr. Credit Specialist

The position will be an important part of the Credit leadership team and is responsible for managing the reporting and financial analysis needs of the Credit, Collections and AR teams.

The person in this role will perform daily, weekly and monthly reporting, work assignments, data management and other administrative work to support the team. The Credit & Collections Reporting Analyst will also analyze work activities, processes and results and provide recommendations to management regarding areas of improvement and focus.

Main Responsibilities

Reporting

• Develop reports using existing tools including Sum aging, NAM and DM AR reports, Large invoice, Origo results, etc. using established step by step processes.

• Process weekly or monthly Aged write-offs, RCC closed write-offs, RCC account reconciliation, collection agency placements, etc.

• Create work assignments for team members including Origo worklists, Collector Focus lists, Pre-placements lists, Leveraged account lists, etc.

• Process weekly or monthly jobs for running Customer reminders and statements and needed quick reports and share with team members as needed.

• Maintain customer credit data related to Credit Analyst, Credit Limits, Allowed overdue days/amounts, payment terms, reminder templates, Origo handling, leverage, etc. including updating the Global/Brand Owner master spreadsheet.

• Maintain C2FO early payment offers and update post offer spreadsheets for processing.

• Coordinate Dun & Bradstreet finance analytics risk/account management process.

• Perform other miscellaneous tasks as assigned.

Analysis & Process Improvement

• Analyze reporting processes and recommend and implement efficiency suggestions and improvements.

• Create monthly reporting package of Credit, Collections and AR results and distribute to key stakeholders.

• Develop Policies and Procedures related to reporting and analysis and document as needed. May be asked to assist in Policy development for Credit Team as well.

• Review Aging portfolio/results, work activities/processes and other customer information to recommend areas of improvement and focus to management.

• Other duties as assigned or needed.

Qualifications

Basic:

• Bachelors degree in Business or related field, or commensurate work experience

• 2+ years of professional, relevant work experience in accounting, collections, customer service or similar function

• Moderate to Advanced Excel skills

• Analytical aptitude

• Good communication and organizational skills

• High degree of detail orientation and professionalism

• Able to work efficiently and effectively in a highly detailed role

• Proven success in delivering results in a high-growth environment

• Strong computer skills in a Windows-based environment and the ability to learn and utilize unique proprietary software programs.

About Smart Care

Smart Care is a national repair and service provider for commercial foodservice, refrigeration, and cold storage equipment. Our offering of comprehensive mechanical services includes hot side cooking equipment, stand-alone refrigeration, specialty coffee and beverage, complex rack refrigeration and HVAC.

Smart Care is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other protected class status. All qualified individuals are encouraged to apply. If you need a reasonable accommodation with respect to Smart Care's application or hiring process due to a disability, please contact the Human Resources department at HR@smartcaresolutions.com.