Credit Investigator/Collector ()

Credit Investigator

• Assess creditworthiness through income, assets, and debt evaluation.

• Conduct background checks via public records and social media.

• Coordinate with Credit and Legal teams for resolutions. Ensure compliance with policies and legal guidelines.

• Prepare and submit a comprehensive report for the Sales Team’s reference. -Maintain consistent communication with the Sales Team regarding accounts for Credit Investigation (CI).

• Prepare and submit a comprehensive report for the Sales Team’s reference.

• Maintain consistent communication with the Sales Team regarding accounts for Credit Investigation (CI).

Collections

• Contact customers with past-due accounts via calls, emails, and written notices.

• Verify account information and outstanding balances in the system.

• Remind customers of due dates and provide account statements as needed.

• Negotiate and arrange payment plans, settlements, or restructuring options.

• Record all communications and outcomes accurately in the CRM or collection system.

• Monitor and follow up on promised payments to ensure compliance.

• Escalate unresolved or problematic accounts to the Collections Supervisor for legal, skip tracing, or field investigation.

• Coordinate with Accounting/Legal for endorsement, validation, and payment posting.

• Educate customers on billing processes, penalties, and available payment channels.

• Maintain professionalism while handling difficult or irate customers.

CI and Collections

• Penalties and Amorts should be collected

• Responsible for the professional visitation of clients and the timely collection of payments with the highest level of integrity

• Performs additional duties and ad hoc tasks as assigned by Credit and Collection Manger and/or DCFC Management.