Ecco Supply, part of the ECCO Group™, has been a trusted name in the HVAC industry since 1960. We pride ourselves on delivering high-quality products and exceptional customer service, while fostering a people-oriented culture that emphasizes leadership development and continuous improvement.

Summary

We are seeking a Credit/Collection Admin to join our team at Ecco Supply. In this role, you will be responsible for managing credit accounts and collections, ensuring timely payments while maintaining positive relationships with our customers. Your contributions will be vital in supporting our commitment to excellence and customer satisfaction.

Key responsibilities

· Develop and implement credit policies and procedures to minimize financial risk.

· Review and approve credit applications. Assess and evaluate the creditworthiness of customers through analysis of financial data and payment history.

· Communicate with customers about credit decisions.

· Monitor accounts receivable aging reports and follow up on overdue accounts.

· Collaborate with sales and customer service teams to resolve credit-related issues.

· Conduct regular credit reviews and limit adjustments based on customer performance.

· Prepare reports and metrics on accounts receivable performance and credit activities for management.

· Ensure compliance with relevant laws and regulations regarding credit and collections.

· Maintain good relationships with customers while ensuring adherence to credit policies.

· Build a positive working relationship with customers to achieve better collections and invoice issue resolution

**Workflow**

1. **Credit Policy Development**:

• Establish and update the company’s credit policies.

• Assess risk factors related to extending credit.

2. **Customer Credit Assessment**:

• Analyze customer credit reports and financial statements.

• Evaluate creditworthiness of potential and existing customers.

3. **Credit Limit Setting**:

• Determine appropriate credit limits for customers based on assessment.

• Monitor and adjust limits as necessary.

4. **Risk Management**:

• Identify high-risk customers and mitigate potential losses.

• Recommend payment terms based on risk assessments.

5. **Collaboration with Sales Team**:

• Work with sales teams to balance sales growth and risk.

• Provide input on customer negotiations regarding credit terms.

6. **Collections Strategy**:

• Develop strategies for debt collection.

• Follow up on overdue accounts via phone, email, or letters.

• Work with customers to establish payment plans if necessary.

7. **Reporting**:

• Generate reports on credit performance and risk exposure.

• Present findings and recommendations to senior management.

**Customer Account Management**:

• Maintain customer account information and transaction history.

• Ensure accuracy of billing information.

Due to the dynamic nature of this Company, the duties and responsibilities may reasonably change from time to time.

Qualifications:

• 3-5 Years’ recent, related Finance, Accounting, or Business experience or an equivalent combination of education, training, and experience
• Ability to interpret financial statements and credit reports
• Proven work experience with credit and collections
• Excellent organizational and planning skills
• Outstanding communication skills, both written and oral, including the ability to communicate with all levels of the organization
• Willingness to continually upgrade skills via education, coaching or other training opportunities

If you are ready to contribute to a dynamic team where your skills will make a difference, we invite you to apply for the Credit/Collection Admin position at Ecco Supply today!