Credit and Collections Clerk

Credit and collections clerk job description

Credit and collections clerk positions are often entry-level, although many firms seek up to several years of experience.

Candidates should have excellent customer service, negotiation, communication and analytical skills. An associate or bachelor’s degree in accounting or a related area is preferred.

Typical duties of a credit or collections clerk

  • Creating and maintaining credit history files
  • Analyzing and assessing the creditworthiness of account/client using external credit risk management tools/reports
  • Supporting the collection efforts/calls for accounts receivable portfolio
  • Documenting daily collections activity
  • Researching account disputes and billing discrepancies
  • Performing account/payment reconciliations
  • Responding to credit inquiries from external and internal clients
  • Identifying delinquent accounts requiring external collection efforts
  • Identifying bad debt or financial exposure

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