Job Title: Credit and Collections Generalist
Department: Finance/Accounting
Reports to: Controller
Approved by / Date: CFO / 7.2025
Supervisory Responsibilities: No
FLSA Status: Exempt
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The physical demands described in this job description must be met by an employee to successfully perform the essential functions of this job. Special-Lite will make reasonable accommodations to enable individuals with disabilities to perform the essential functions.
Position Summary: The Credit and Collections Generalist supports financial operations of a manufacturing company serving the Construction and Architectural industry. This role is responsible for assessing credit risk, reviewing customer credit worthiness, processing credit applications, and overseeing accounts receivable collections. This role ensures timely receipt of payments, resolves billing issues, and supports the financial health of the organization through proactive credit and collection activities. The ideal candidate will be familiar with the construction industry including but not limited to lien waivers.
Key Job Responsibilities:
- Credit Management:
- Review and process credit applications and set appropriate credit limits.
- Perform credit analysis using financial statements, credit reports, and customer payment history.
- Monitor existing accounts for credit risk, slow pay trends, or exposure concerns.
- Recommend credit holds or adjustments based on risk assessment.
- Minimal travel is required for Credit Group meeting attendance annually.
- Collections:
- Proactively follow up with customers on past-due invoices and short pay.
- Resolve invoice discrepancies and disputes in collaboration with sales, billing, or customer service.
- Initiate and manage preliminary notices, lien filings, and bond claims in accordance with state laws and deadlines.
- Maintain detailed records of all collection activities and communications.
- Accounts Receivable:
- Accurately apply payments and reconcile accounts to ensure clean AR aging.
- Generate customer statements, lien release documentation, and collection status reports.
- Prepare and distribute weekly AR aging reports to management.
- Process Improvement & Compliance:
- Help refine processes related to billing, collections, and customer onboarding.
- Ensure compliance with internal credit policies and external construction lien and bond regulations.
- Manage customer sales tax billing and exemption certificate compliance.
- Support month-end and year-end closing processes.
- Other:
- Support General Accounting Functions as needed and other jobs assigned.
Position Requirements:
- Bachelor?s degree, associate?s degree or equivalent education preferred.
- 3?5 years of credit and collections experience, preferably in manufacturing or construction-related industries.
- Detail-oriented with excellent follow-through and time management.
- Demonstrated ability to be flexible and respond to changing business demands.
- Strong negotiation and communication skills, with the ability to build rapport with customers and internal teams.
- From time to time, required to work extended hours and have flexibility with work schedule.
- Strong working knowledge of Microsoft Applications.
- Obtain Notary Public Commission, company covers all costs.
- Credit group participation
Primary Physical Requirements:
- Works in a traditional office environment.
- Frequently required to use hands and fingers to handle, feel or operate office equipment, and reach with hands and arms.
- Required to talk and hear.
- Required to occasionally stand and walk.
- Occasionally required to lift, push, pull and/or move up to 20lbs.
Required Safety Equipment:
- Safety glasses are always required on the production floor.
- Hearing protection is required in designated areas.
