Job Description Template for:

Credit and Collections Generalist

Years of experience: 2 - 5 years
Education:
  • Bachelor’s degree in accounting, finance or a business-related field
Responsibilities:
  • Minimize financial risk to the organization by assessing and advising on creditworthiness of prospective and existing customers
  • Investigate credit applications and approves applications within established guidelines for companies and individuals
  • Liaise with corporate customers and other departments to resolve credit problems
  • collect and negotiate terms of payment on overdue accounts
  • Conduct investigations and collection activities from an office or in the field
Required Skills & Qualifications:
  • Prior experience in a credit / collections, call center or customer service environment
  • Intermediate proficiency in Microsoft Excel and Word
  • Effective oral and written communication skills, organizational skills, and attention to detail
  • Demonstrated ability to work independently, take initiative, and handle multiple tasks
  • Ability to handle sensitive situations and maintain customer loyalty while working through the resolution process
  • Training experience
  • Previous experience in an inbound/outbound call environment
Desired Skills & Qualifications:
  • Mainframe, SAP, & AS400 experience a plus


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