Credit and Collections Specialist

Intuit | San Diego, CA

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Posted Date 1/06/2025
Description

Come join Intuit as a Credit and Collections Specialist! This job is located in San Diego, CA and is a part of a hybrid work environment.


Responsibilities
  • Manages inbound and outbound collection calls
  • Performs well in complex, high-volume, data entry, customer service, and problem-solving role
  • Understands the end-to-end credit & collections processes and follows policies and procedures
  • Responds to both external and internal customer inquiries in a professional manner
  • Process, monitor and/or oversee transactional activities associated with area of support
  • Responds to customer (external and internal) questions and inquiries in a professional manner
  • Researches and analyzes data to identify & address root cause of exceptions
  • Ensure operational and financial integrity within established corporate policies, procedures and controls
  • Minimum of 3-5 years of direct collections experience
  • Must live in the San Diego area and be able to come into the office at least 2-3 days a week
  • Demonstrates working knowledge of technology (finance enterprise systems), tools and resources to perform role
  • Verbal and written communication skills in a variety of mediums (phone, email, chat, in-person)
  • Ability to work both individually and as part of a team
  • Working knowledge of excel/google docs
  • Can perform simple reconciliation analysis
  • Have good analytical & technical skills
  • Goal, task and project oriented
  • Skilled at time management, multitasking and prioritizing workload
  • Critical thinking skills
  • Provide excellent customer service, for internal and external customers, throughout the entire collections process
  • High school diploma or GED is required, college is preferred

MEASURES OF SUCCESS

  • Aging/Days sales outstanding
  • Bad Debt Reserve
  • Call Metrics (Inbound/Outbound)
  • Team engagement
  • Excellence in Customer Service

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