Collections Associate

at  CS Wholesale Grocers LLC

Position Overview
The Collections Associate will manage an assigned portfolio of independent trade customers at appropriate DSO levels. This includes research and resolution of non or short payments and partnering with customers and communication across internal teams. Additional responsibilities include compilation and communication of status and customer analysis.
Job Description
Research and resolve non or short payment, including: Partner with customers ongoing and consult with them promptly as issues arise
Research invoices and proof of delivery documentation
Retrieve invoices and proof of delivery documentation from the company’s databases for all instances of short or non-payment as necessary
Work with cash application team to ensure correct application
Consult with contract compliance team to validate contract terms and expected adjustments
Work with sales team on any issues requiring joint communication with customer
Review and gain approval for resolution with supervisor as necessary per threshold guidelines
Process approved adjustments as required
Adhere to credit hold restrictions to minimize bad debt exposure
Regularly communicate accounts status and recommended actions to supervisor and escalate any collection issues promptly
Prepare recurring and ad hoc collections by customer reporting and analysis as required, including DSO/past due performance Assist in designing format of analysis
Research payment and deduction history to identify high risk accounts, contact customers to avoid recurrence of issues
In case of non-resolution of short/non-payment provide documentation and information to Legal department at direction of manager
Document all collections procedures
Travel Required: No
Environment
Office : Office Temperature (65F to 75F)
Hybrid schedule
Skills
Special Skills : Demonstrated proficiency in Excel; experience with financial systems and software (e.g. AR/AP/GL package) preferred
Years Of Experience
2-5 : Minimum of 2 years of applicable experience

Please refer the Job description for details