Credit and Collections Specialist

Credit & Collections Specialist

Savannah, GA

About the Opportunity

Wesley Mingledorff Talent Partners is partnering with an established, diversified organization to identify a motivated and detail-oriented Credit & Collections Specialist.

This position offers the opportunity to take ownership of a portfolio of customer accounts, manage collections activities, resolve payment discrepancies, and contribute to process improvements across the accounts receivable function.

The ideal candidate is proactive, organized, comfortable communicating directly with customers, and interested in leveraging technology to improve efficiency. This opportunity is well suited for both experienced professionals and driven early-career candidates with strong analytical and technical skills.

Key Responsibilities

Collections & Account Management

• Manage a portfolio of customer accounts, proactively addressing past-due balances and resolving outstanding payments.
• Analyze aging reports and dashboards to prioritize collection efforts based on account risk and delinquency.
• Communicate with customers by phone and email to resolve payment delays, establish payment commitments, and ensure follow-through.
• Conduct proactive outreach to new customers to confirm invoice receipt and prevent payment issues.
• Investigate short payments, missing invoices, and disputes, collaborating with internal teams to resolve underlying issues.
• Provide customers with invoices, statements, and supporting documentation as needed.
• Maintain accurate records of customer communications, payment commitments, and collection activities.
• Escalate delinquent accounts and missed payment commitments to appropriate leadership.
• Recommend account holds, order releases, and collection strategies to the Credit team.
• Monitor changes in customer payment behavior or financial condition and communicate potential risks.
• Assist with credit insurance reporting, collection agency placements, and related payment tracking.

Cash Application & Reconciliation

• Apply customer payments, including checks, ACH, wires, and EFT drafts, to appropriate accounts and invoices.
• Reconcile accounts receivable postings with daily banking activity.
• Prepare deposits and process remote deposits as needed.

Process Improvement & Technology

• Identify opportunities to streamline collections and cash application processes.
• Utilize Excel, Power BI, Microsoft 365, and AI tools to analyze data, manage follow-ups, and improve workflows.
• Participate in testing and implementing new technologies and processes.
• Share recommendations and best practices to improve team efficiency.

Qualifications

Required

• Strong Excel proficiency, including pivot tables, lookups, and data filtering.
• Excellent organizational skills with the ability to manage multiple accounts and competing priorities.
• Strong written and verbal communication skills, including confidence discussing financial matters directly with customers.
• Demonstrated follow-through, problem-solving ability, and attention to detail.
• Interest in technology, automation, and process improvement.

Preferred

• Experience in collections, accounts receivable, or a customer-facing finance position.
• Business-to-business (B2B) experience, particularly in fuel, energy, chemicals, transportation, or distribution.
• Familiarity with JD Edwards E1, PDI Enterprise, or comparable ERP systems.
• Experience with Power BI, automation tools, or AI-assisted workflows.
• Demonstrated ability to identify and implement process improvements, including through academic projects.
• Associate or bachelor's degree in accounting, finance, business, or a related field.

Recent graduates and early-career professionals are encouraged to apply. Candidates with strong analytical abilities, technical aptitude, and a willingness to learn will be considered even without direct collections experience.

Ideal Candidate

We're looking for someone who takes initiative, enjoys solving problems, and approaches collections with both persistence and professionalism. Successful candidates will be comfortable analyzing data, learning new systems, identifying opportunities for improvement, and maintaining positive customer relationships while driving results.

Physical Requirements

• Ability to sit, stand, and walk throughout the workday.
• Occasional lifting or moving of materials weighing up to 20 pounds.
• Ability to perform the essential functions of the position with or without reasonable accommodation.

Apply

Wesley Mingledorff Talent Partners is managing this search on behalf of our client. Qualified candidates are encouraged to apply to learn more about the opportunity.