Credit Collections Associate - Texas United Management Corporation na Texas United Management Corporation

This is a NonExempt Position

Company: Texas United Management Corporation

Key Responsibilities

Credit Management

• Evaluate and maintain customer credit limits and risk categories based on payment behavior and account history.
• Respond to credit check requests within the same business day; urgent requests within 2 hours.
• Conduct weekly AR reviews and flag high-risk accounts for immediate action.
• Monitor Days Sales Outstanding (DSO) and maintain it at or below 45 days.
• Propose quarterly/weekly updates for high-risk or high-volume accounts.
• Identify potential high-risk customers not paying on time.
• Check for unapplied payments or credits.
• Monitor payment trends and flag high-risk accounts.
• Update contact information and payment terms as needed.
• Monitor aging reports and initiate follow-ups via email, phone, or portal.
• Escalate unresolved issues and coordinate with internal teams to resolve disputes.
• Send monthly statements to customers who request them.
• Prioritize resolution or write-off review for accounts aged 120+ days.
• Document all communication attempts and responses.

Portal Submissions & Follow-Up

• Track billing uploads and confirmations
• Follow up on payment status through customer portals.
• Escalate issues with missing or rejected uploads.

Customer Account Setup & Maintenance

• Run D&B reports, collect credit references, and set up new accounts in SAP and IKan.
• Maintain customer master data, including terms, contacts, shipping instructions, and billing preferences.

Dispute Resolution

• Collaborate with Customer Service to resolve short payments and discrepancies.
• Ensure resolution of disputes within 5 business days.

Reporting & Analysis

• Track DSO and aging trends to identify risk exposure.
• Flag high-risk accounts for immediate action during weekly AR reviews.
• Support monthly reporting and reconciliation efforts.

Team Collaboration

• Provide backup coverage for team members and assist with overflow emails.
• Participate in special projects, including automation initiatives and CRM case follow-ups.

Performance Metrics

Collection Management Aging Bucket Per Customer

Credit Management

New Account Setup Timeliness

 General AR Metrics

Remote Work Policy – Accounting Team

To support operational consistency and team collaboration, the following remote work guidelines apply:

• Standard Schedule: Employees are expected to work three days in the office and two days remotely each week.
• Day Restrictions: Remote work is not permitted on both Monday and Friday. Employees may work remotely on either Monday or Friday, but not both.
• Consecutive Days: Remote work must not be scheduled on two consecutive days.

These guidelines are designed to maintain accountability, ensure coverage across core business days, and support effective communication within the Billing and Accounts Receivable functions.

Expectations

• Maintain professionalism in all communications and uphold company standards.
• Partner with the Billing/AR Manager to ensure alignment on credit strategy and account priorities.
• Support continuous learning and provide training resources to peers.
• Participate in structured performance feedback sessions every 6 months.

Remote Work Expectations & Metrics

• Collection Associate works remotely two days per week and is expected to be available and responsive during standard business hours (8:00 AM – 5:00 PM). She should remain active on Microsoft Teams, respond to messages within 20–30 minutes when working from home, and complete all assigned tasks based on the deadlines assigned. The associate is also expected to be available to work at the office when needed for special projects, training, or any other work-related requirements. Attendance, training participation, and responsiveness are monitored to ensure consistent performance while working from home.
• Working from home must be seamless and without disruptions. All internal and external customers should continue to receive excellent customer service without compromise. If any issues arise that impact our ability to deliver that level of service, remote work will no longer be an option, and the employee will be required to work full-time from the office.
• To help maintain uninterrupted service, it is highly recommended that employees schedule vacation time, doctor appointments, and other personal commitments during their WFH days whenever possible. This ensures that in-office days remain fully dedicated to team collaboration and customer support.

Connectivity Issues While Working from Home (WFH)

If you experience connectivity issues and are unable to connect while working remotely, you are expected to either:

• Report to the office, or
• Use a vacation day if the issue cannot be resolved.

It is your responsibility to communicate and document the issue by reaching out to IT support via phone or chat. Please make every effort to resolve the problem promptly to minimize disruption to work.

Remote work is a privilege, not a right, and it depends on our ability to consistently meet performance and service expectations.

Key Responsibility: Collaboration & Accountability via Teams

All employees are expected to use Microsoft Teams as the primary platform for:

• Real-time collaboration with colleagues
• Task assignment and tracking
• Maintaining accountability for deliverables and deadlines
• Prompt communication through chats, calls, and group messages.

Associates are expected to remain active and responsive on Microsoft Teams, with a response time of -1-2 hours when in the office unless on a lunch break or with a justified exception. They collaborate effectively across departments, ensuring timely communication, task follow-through, and support for team initiatives.

Consistent engagement on Teams is essential to ensuring transparency, productivity, and team alignment regardless of work location.

Expectation: Employees are required to work from the office at least 3 days per week.

Excluding Vacation time and sick time.

Physical Requirements 

• Typical for an in-office environment. Computer, email, and phone-related tasks account for over 80% of the typical workday. Include acceptable close vision, fine motor skills associated with typical computer work, communication, and the ability to focus for long periods mentally. 
• Must handle multiple communication inputs and juggle numerous requests daily.
• Reports to Texas United Management Corporation’s Billing/Accounts Receivable Manager.
• Must create and maintain effective working relationships with coworkers, vendors, customers, and peers across the team and company.

 Other Requirements

Must be able to complete and pass post-offer checks, including, but not limited to, background, drug, references, and education. 

Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities of the employee for this job. Duties, obligations, and activities may change at any time, with or without notice.