Credit And Collections Team Lead

Job Purpose

The Credit and Collections Analyst Team Lead focuses on supporting the Credit - Collections team, being the key point of contact for handling escalated customer issues, developing staff, reviewing workload to ensure all tasks are completed timely, acting as the liaison for the CBTS Credit and Collections Manager, and keeping process and procedural documents current. The lead will work closely with Credit and Collections Management as well as accounting, procurement, and sales functions to ensure customer needs are met.

Essential Functions

• Participate in bad debt analysis
• Maintain close contact with internal stakeholders to better understand customer landscape
• Investigate and facilitate a resolution for incoming customer inquiries
• Create a collections priority list of past due accounts to be contacted
• Prepare and lead daily cash report and monthly forecast
• Lead and support team of 5 collectors with day to day collection duties and special projects
• Respond to adhoc and periodic internal and external audit requests
• Complete general ledger reconciliations for accounts receivable related accounts
• Recommend and implement process efficiencies

Experience

• Previous leadership experience preferred
• 3 - 5 years of business-related work experience with frequent customer contact

Education

• Bachelor's Degree in accounting, finance, or related field

Special Knowledge, Skills, and Abilities

• Advanced Excel Skills
• Visionary
• Strong interest and proven track record in process improvement
• Self-starter, highly motivated
• Excellent communication skills both written and verbal
• Ability to work independently as well as within a team
• Strong time management skills
• Ability to quickly ingest new information and processes
• Strong interpersonal skills with the ability to deal with a variety of customer issues
• Experience using Accounting Information System or ERP system

Supervisory Responsibilities

Lead and support team of 5 collectors with day to day collection duties and special projects