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Credit/Collections Specialist
- Robert Half Finance & Accounting (Monterey Park, CA)
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Description The Credits and Collections Coordinator is responsible for assisting with the invoicing and pricing process for customer orders, ensuring accuracy and compliance with internal protocols. This includes daily invoice verification, applying freight and extra charges, and placing orders on hold when necessary.
Responsibilities and Essential Functions:
• Manage daily invoicing: ensure all orders are priced, apply freight, place unpriced or PAS orders on hold, and email non-EDI invoices to customers; confirm delivery of extra charges when applicable
• Process weekly trouble settlements, including pricing, redelivery, and related fees
• Contact customers weekly to coordinate PAS returns
• Apply freight and additional charges to all restock orders weekly
• Price PAS orders and process returns weekly
• File truck claims as needed
• Support AR by investigating large cash receipt shortages and applying unidentified credits
• Apply daily pricing or quality credits to orders per sales team
• Assist AP in resolving discrepancies on brokerage, purchased product, and outside purchase bills
Required Knowledge, Skills, Qualifications, Experience:
• Bachelor’s degree in Accounting, Finance, Economics or related field
• 3-5 + Years of experience in accounting or finance-related role
• Understanding of invoicing, billing processes, order reconciliation, and settlements
• Proficiency in accounting software and Microsoft Suite (Outlook, Excel)
• Experience with ERP
• Attention to detail, problem-solving skills, and organization abilities
• Ability to manage daily and weekly tasks independently and meet strict deadlines
• Strong organizational skills and ability to prioritize multiple tasks in a fast-paced environment
• Ability to work independently while collaborating with cross-functional teams
• Willingness to learn, adapt, and ask insightful questions to gain clarity Requirements Collections - Commercial, Credit - Collections, Credit - Commercial, Credit Analysis, Approve Credit, Cargowise, Excel Formulas, Microsoft Excel, Pivot Table, Accounts Receivable (AR), Accounting Software Systems
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.
Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. 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 “Apply Now,” 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) .
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