Credit and Collections Analyst

Air Treatment Corporation • Full-time • Brea, CA, US • 1d ago

Description:
Air Treatment Corporation is a dynamic, collaborative work environment. We understand the expectations of high–quality customer service, therefore we actively search and promote a cohesive team that is formulated to exceed expectations. Air Treatment Corporation is a 100% employee-owned manufacturer’s representative specializing in HVAC systems for commercial and industrial construction projects. We partner closely with contractors, project managers, and general contractors to ensure seamless execution of project phases.

The Credit & Collections Analyst requires a proactive individual who understands the payment behaviors typical to trades, has working knowledge of construction-related legal tools (e.g., lien and bond claims), and thrives in a project-driven environment. This position will require managing job-specific accounts, monitoring credit-exposure, initiating collection efforts, and ensuring compliance with construction credit laws. This role requires attention to detail, accuracy, and excellent organizational skills.

Duties/Responsibilities:

Oversee a portfolio of accounts, with a focus on timely collections and accurate credit risk evaluation.
Initiate and manage collection efforts on delinquent balances via phone and email communication with customers, General Contractors, and Accounts Payable departments.
Review and approve credit applications, ensuring proper vetting of contractor references, licensing, and bonding information.
Analyze credit risk based on job size, contract terms, and lien position. Place and lift credit holds accordingly.
Draft and track project-specific instruments such as joint check agreements, order deposits, and installment payment schedules.
Prepare stop Payment Notices and Bond Claims in line with California construction law.
Document all Accounts Receivable activity and maintain detailed records of payment commitments and dispute resolutions.
Coordinate with sales, project coordinators, and accounting to address invoice discrepancies and customer issues.
Support audit requests and contribute to the ongoing improvement of internal credit and collections processes.
Perform other credit-related duties as assigned.

Requirements:

Required Skills/Abilities:

Proficient in Accounts Receivable best practices, job-based billing cycles, and PO-based invoice workflows.
In-depth knowledge of California Lein Law, Stop Payment Notices, and Bond Claims.
Excellent communication skills, particularly in navigating payments discussions with General Contractors and Subcontractors.
Demonstrated high attention to detail, strong follow-up and ability to work independently in a deadline-driven environment.
Familiarity with Microsoft Dynamics GP or Dynamics 365 Business Central.
Ability to maintain confidentiality and compliance with company policies and financial regulations.

Education and Experience:

Bachelor’s Degree in Accounting, Finance, Business Administration or related field OR.
Associate’s Degree with a minimum of 7+ years’ credit and collections experience in the construction industry (HVAC or mechanical trades preferred).

Physical Requirements

Prolonged periods of sitting at a desk and computer work.
Phone interaction with customers/clients and team members.
Must be able to lift 15 pounds at times.
On-site position, we are unable to offer relocation for this role.

At Air Treatment Corporation, we are committed to growth, innovation, and excellence. As leading experts in HVAC & R solutions, we recognize that the success of our team drives the success of our company. This is echoed in our commitment to a workplace built on fairness, professionalism, and opportunity, ensuring that every team member is valued. Join our team and contribute your unique skills and perspectives to help us continue delivering industry-leading solutions.

Compensation details: 60000-70000 Hourly Wage

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