Credit and Receivables Specialist

Position Summary

The Credit and Receivables Specialist is responsible for reducing eShipping’s financial risk through managing standard credit and collection policies, vetting new customers to ensure they meet credit standards, sending and receiving credit agreements, and assisting the Receivables team to ensure customer payments are received in a timely and consistent manner. This role will work closely with Account Management, Sales, the Financial Operations Team, and eShipping clients.

This position is also responsible for managing customer receivables through standardized collections processes and ensuring customer payments are received in a timely and consistent manner.

Essential Duties and Responsibilities

Duties include but are not limited to the following:

• Confirm prospects and clients meet eShipping’s credit standards

• Help ensure clients do not surpass credit limits

• Escalate potential AR risks by reporting to management

• Track communication in TMS

• Send and receive credit agreements

• Record credit details in TMS, HubSpot and SharePoint

• Monitor the credit inbox and respond to requests

• Negotiate credit terms with prospects and clients

• Provide customer service regarding collections issues

• Provide supporting documentation to the customer when needed for invoice reconciliation

• Establish and maintain effective working relationships with assigned accounts

• Maintain Past Due AR percentages to company standards

• Monitor customer base for potential credit risks

• Adhere to the collection team standard operations procedures

• Other administrative duties as required

Required Skills and Abilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Ability to work independently while balancing appropriate collaboration with leadership oversight.

• Efficient and courteous customer service and client management

• Strong communication and customer service skills

• “Sense of urgency” and strong initiative

• Proficiency with Microsoft Office and basic technical skills

• Ability to multi-task effectively in a fast-paced team environment

Minimum Education and Experience

• High school diploma or equivalent

Physical Demands and Work Environment

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This description reflects management’s assignment of essential functions; it does not proscribe or restrict the tasks that may be assigned.

• Physical Demands: While performing the duties of this job, the employee is regularly required to remain in a stationary position for at least 50% of the time. The employee needs to occasionally move about inside the office to access file cabinets, office machinery, etc. The general level of physical activity would be defined as sedentary. The employee is regularly required to operate a computer and other office productivity machinery, such as a calculator, telephone, copy machine, and printer. Some movements of the hands, arms, and wrists may involve repetitive motions. Specific vision abilities required by this job include the ability to detect, determine, perceive, identify, recognize, judge, observe, inspect, estimate, and assess various activities and surroundings.

• Cognitive/Mental Requirements: While performing the duties of this job, the employee is regularly required to comprehend and use basic language, either written or spoken, to communicate simple and complex information, ideas, and information. The employee is also required to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information, and deal with abstract variables for unique or unfamiliar situations. The employee must use problem-solving skills to formulate and apply appropriate courses of action for routine or familiar situations. The employee may be required to perform numerical operations including basic counting, adding, subtracting, multiplying, and dividing or more complex quantitative calculations.

• Work Environment: Work hours for this position could be performed at the employee’s home office setting. While performing the duties of this job on the business premises, the employee is inside a central heat and air-conditioned office building. The noise level in the work environment is minimal.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of an employee. Duties, responsibilities, and activities may change at any time with or without notice. 

eShipping, LLC is an equal opportunity employer.