Credit and Collection (Office Staff)

Tasks and Responsibilities :

1. Evaluate credit applications by analyzing financial statements, credit reports, and payment history.

2. Establish and review credit limits for new and existing customers.

3. Monitor customer accounts to identify outstanding debts and follow up to ensure timely payment.

4. Communicate with customers via phone, email, and written correspondence to resolve billing issues and disputes.

5. Prepare and send invoices, account statements, and payment reminders.

6. Negotiate payment plans or settlements with delinquent customers.

7. Collaborate with the sales, finance, and legal departments to resolve account issues.

8. Maintain accurate records of collection activity, credit assessments, and customer communications.

9. Prepare aging reports and other AR-related reporting for management.

10. Recommend accounts for third-party collections or legal action when necessary.

11. Ensure compliance with company policies, credit laws, and regulations.