Credit and Collections Analyst

The following outlines the primary responsibilities of this role; additional duties may be assigned as needed.

• Execute a structured collections process for past-due accounts to achieve targeted Days Sales Outstanding (DSO) and minimize delinquent balances.
• Monitor and manage credit limits for existing customers on an ongoing basis.
• Monitor and manage daily customer email communications in a timely and professional manner.
• Review the credit hold portal regularly and release orders in accordance with established guidelines.
• Maintain accurate and up-to-date records of collection activities through daily documentation of call notes.
• Collaborate with third-party collection agencies to support effective recovery efforts.
• Prepare and distribute weekly aging reports on past-due accounts to management and the sales team.
• Build and maintain strong customer relationships to enhance collection outcomes.
• Foster effective working relationships with internal stakeholders, particularly TAG Accounts Receivable Shared Services and sales teams, and determine appropriate timing for sales involvement in collection efforts.
• Investigate and resolve short payments, deductions, and account discrepancies.
• Ensure all customer account files are accurate, complete, and current.
• Provide credit references to external organizations as requested.
• Support the development and documentation of standard operating procedures (SOPs).
• Participate in special projects, including, but not limited to, customer account clean-up initiatives and process improvement efforts across all TAG brands.
• Provide cross-functional support across all TAG Accounts Receivable Shared Services functions, including but not limited to new customer setup, cash application, billing portals, dispute management, and collections support.
• Serve as backup support for any other Accounts Receivable Shared Services functions as needed to ensure continuity of operations and service levels.
• Maintain flexibility to work in-office as business needs require and provide in-person support to TAG Accounts Receivable Shared Services team members when coverage, workload balancing, or operational needs arise at the Charlotte office.
• Perform other related duties as assigned.