Have a look at the sample job description template for the position of Credit Specialist given below; you can use it as a base to create JD for this position in your organization.

Job Title: Credit Specialist

Location of the Job: Baton Rouge, LA 70801

Years of Experience: 2 to 3 Years

Job Type: Full Time Employee

Education Level: Bachelor’s degree

Job Summary:

As a Credit Specialist, the incumbent will perform collections of the company’s past due A/R by contacting customers for payment on their accounts via phone and email and handling incoming customer inquiries, disputes and complex billing issues via phone or email.

Duties and Responsibilities:

• Project Financial Analysis – Revenue/Contract Compliance
• Analyze aging reports
• Perform research of complex accounts with outstanding balances for resolution
• Negotiation with customers to resolve outstanding balances
• Outbound calls and emails to customers in regards to past due accounts
• Analyze aging reports and trends to identify solutions for process improvements
• Investigate returned mail and bounced collection e-mails

Position Requirements:

• Team player
• Intermediate to Advanced Excel skills
• Ability to work in a fast-paced environment
• Excellent customer service and math skills
• Ability to perform complex billing/payment account analysis
• Experience working with customer relationship software
• Working knowledge and experience with AR aging, adjustments, payment applications, and billing
• 3-5 years of commercial collections experience, or experience in an outbound collections call center or collection agency

Salary: $14.00 – $18.00 Hourly DOE