Credit and Accounting Coordinator

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Located in San Diego , CA

Salary: $25-28

Job Overview: The Customer Credit & Accounts Coordinator is responsible for reviewing and processing customer credit applications, managing customer credit accounts, administering preliminary notice and lien compliance processes, and assisting with collections efforts. This role plays a critical part in protecting company revenue, minimizing risk exposure, and maintaining strong customer relationships.
This position provides training assistance to the Accounts Receivable Clerk as needed and may occasionally perform hands-on A/R duties on-site when the clerk is unavailable. Additionally, the role supports the Accounting Manager with sales tax compliance, including reviewing customer sales tax certificates and maintaining records in Avalara.
Duties and Responsibilities:
1. Credit Administration
      a. Review, analyze, and process customer credit applications.
      b. Evaluate creditworthiness using financial statements, trade references, credit reports, and payment history as available.
      c. Establish and adjust credit limits within delegated authority.
      d. Communicate approval terms, conditions, and expectations clearly to customers.
      e. Monitor customer credit exposure and escalate concerns as appropriate.
2. Account Management & Risk Monitoring
     a. Maintain ongoing review of customer account activity and aging reports.
     b. Identify high-risk accounts and escalate concerns appropriately.
     c. Collaborate with sales and operations teams regarding credit holds and risk mitigation.
     d. Ensure compliance with internal credit policies and procedures.
3. Collections
      a. Manage collection efforts on past-due accounts in a professional and customer-focused manner.
      b. Initiate collection communications (phone, email, written notices, etc.).
      c. Document all collection activity accurately and timely.
      d. Support account holds, term management, and outside collection efforts as directed 

4. Preliminary Notices & Lien Compliance
     a. Oversee preparation and tracking of preliminary notices.
     b. Ensure compliance with state-specific lien laws and deadlines.
     c. Coordinate with sales team as necessary to confirm required documentation.
     d. Maintain accurate records related to lien rights and claims.
     e. Support resolution of lien-related disputes when necessary.
5. Sales Tax Compliance
    a. Assist the Accounting Manager with reviewing customer sales tax certificates.
    b. Verify that all certificates are valid, current, and correctly documented.
    c. Manage and maintain certificates in Avalara to ensure accurate tax compliance.
    d. Notify the Accounting Manager and relevant departments when certificates are expiring or invalid.
    e. Support audit and compliance requests related to customer tax exemptions.
6. Reporting & Documentation
    a. Prepare regular reports on aging, bad debt exposure, credit risk, and collections performance.
    b. Maintain thorough documentation of credit files and communications.
    c. Support audits and internal reviews as needed.

To Apply- Call/Text 619-281-1000 or visit https://expresspros.com/sandiegodowntownca

 

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