Credit /Collections Specialist

Description We are looking for a highly motivated Credit and Collections Specialist to join our team on a long-term contract basis in San Antonio, Texas. This role involves managing credit assessments, overseeing collections processes, and maintaining strong customer relationships to ensure timely payments and minimize financial risks. The ideal candidate will excel in reconciling accounts, analyzing financial data, and delivering exceptional service to internal and external stakeholders.

Responsibilities:

• Evaluate customer creditworthiness and provide recommendations for credit approvals based on financial analysis.
• Monitor and follow up on overdue accounts to ensure timely payments and reduce bad debt risks.
• Prepare and review monthly cash forecasts in collaboration with management.
• Reconcile accounts receivable balances and initiate adjustments, refunds, and credit memos as needed.
• Handle customer inquiries related to invoices, billing discrepancies, and payment processing.
• Support the Customer Service department by addressing credit and collections concerns.
• Generate and distribute accurate invoices to customers upon request.
• Review and authorize sales orders and quotes to ensure compliance with credit policies.
• Analyze complex accounts and work with management to resolve challenges.
• Maintain detailed records of collection activities and provide regular updates to the reporting manager. Requirements
• A Bachelor's or Associate Degree in Business Administration, Finance, or a related field is preferred.
• Minimum of 3 years of experience in credit and collections, with a strong understanding of credit analysis methods.
• Proficiency in accounts receivable reconciliation and managing aged receivables.
• Advanced knowledge of Microsoft Excel, including macros and financial modeling.
• Familiarity with Oracle and Noetix systems is highly desirable.
• Demonstrated ability to interpret financial statements and analyze liquidity ratios.
• Strong communication skills and the ability to thrive in a fast-paced, multitasking environment.
• Experience in B2B collections and project billing processes is preferred.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .