Credit and Collections Specialist
Job ID: 41258
Sector: Accounting
Employment Type: Temporary
Date Added: 07/01/2025
Our well-established client in Oconomowoc is seeking a temp to hire Credit and Collections Specialist to start immediately. The ideal candidate will have at least one to three years of prior business-to-business collections and credit experience, ERP system exposure as well as possess strong attention to detail and problem-solving skills. This is 100% in the office Monday through Friday and full-time hours. Please apply for immediate consideration.
RESPONSIBILITIES
- Follow up with customers and dealers on past due invoices, account issues, and payment plans via phone and email.
- Assist in processing and maintaining credit applications, limits, and terms in ERP and CRM systems.
- Generate aging reports, finance charges, and month-end customer statements.
- Resolve billing discrepancies, unapplied cash, RMAs, and credit memo issues in coordination with internal teams.
- Maintain accurate customer data and insurance documentation in Epicor, Salesforce, and OnBase.
- Support the Financial Credit Manager with credit reviews, analysis, and backup coverage as needed.
EXPERIENCE REQUIRED
- 1–3 years of experience in credit/collections, accounts receivable, or customer service.
- Associate’s degree or equivalent preferred, high school diploma required.
- Familiarity with credit and bankruptcy laws and collection agency protocols is a plus.
- Strong communication skills, attention to detail, and proficiency with ERP and CRM systems preferred.