About the Credit Specialist Role at Robert Half

Are you a seasoned professional with a knack for managing receivables and credit functions in dynamic, fast-paced environments? Robert Half is thrilled to partner with a leading construction industry client in Pleasant Hill, California, to find a meticulous Accounts Receivable / Credit & Collections Specialist. This full-time position offers the chance to play a pivotal role in maintaining financial health across multiple branches, ensuring smooth cash flow, and mitigating risks in a high-volume setting. If you thrive on detail-oriented tasks, collaborative problem-solving, and driving collections efficiency, this Credit Specialist job in Pleasant Hill, CA is your next career move.

In this role, you'll be the guardian of the company's credit portfolio, working closely with branch managers to approve new accounts, resolve disputes, and recover outstanding payments. The construction sector demands precision and proactive risk management, and our client values specialists who can handle everything from Dunn & Bradstreet report analysis to pre-lien filings. Join a team that's building the future—one invoice at a time—and leverage your expertise in AR aging, bad debt recommendations, and collections strategies. With Robert Half's backing, you'll have access to top-tier opportunities in Pleasant Hill, CA jobs within finance and accounting.

Key Responsibilities

• Track all receivables and approve new customer accounts in close collaboration with branches to ensure seamless onboarding.
• Partner with branch managers to identify and resolve problem accounts, driving timely collections and minimizing delinquencies.
• Maintain and update accurate customer portfolios and records, ensuring data integrity for informed decision-making.
• Process customer refunds efficiently while adhering to company policies and compliance standards.
• Recommend bad debt and service charge write-offs based on thorough analysis, supporting financial accuracy.
• Send customer statements as requested and as part of proactive collections processes to accelerate payments.
• Prepare and file Pre-liens when necessary, protecting the company's interests in construction projects.
• Liaise with collections attorneys and agencies to manage delinquent accounts effectively and recover funds.
• Handle initial collection approvals and follow-ups, maintaining persistent yet professional communication.
• Pull and review Dunn & Bradstreet reports to assess customer credit risk and inform approval decisions.
• Verify contract compliance for customer agreements, safeguarding against potential disputes.
• Monitor accounts receivable aging reports and provide regular reviews to leadership for strategic insights.

Required Qualifications for Credit Specialist

To excel as a Credit Specialist with our construction client, you'll need hands-on experience in accounts receivable, credit management, and collections within a multi-branch or fast-paced operation. Ideal candidates bring a proven track record in the construction industry or similar sectors, with expertise in risk assessment tools like Dunn & Bradstreet. Key qualifications include:

• Strong proficiency in AR tracking, aging analysis, and collections follow-ups.
• Experience collaborating with branch teams and external partners like attorneys and agencies.
• Familiarity with pre-liens, bad debt write-offs, and contract verification processes.
• Exceptional attention to detail and organizational skills to manage high-volume portfolios.
• Analytical mindset for reviewing credit reports and recommending actions.
• Excellent communication skills for customer interactions and internal reporting.
• Bachelor's degree in Finance, Accounting, or related field preferred; equivalent experience considered.
• Proficiency in financial software and Microsoft Office Suite.

This role demands a proactive, results-driven professional ready to tackle collections challenges head-on. Robert Half specializes in placing top talent in Credit Specialist careers in Pleasant Hill, California, ensuring you land a position that matches your skills and ambitions.

Why Join Us? Benefits and Opportunities

Our client offers a rewarding environment for Credit Specialists, backed by Robert Half's industry-leading support. Enjoy a competitive salary estimated at $68,640 - $74,880 per year (based on $33/hour for full-time), plus comprehensive benefits including health insurance, 401(k) matching, PTO, and professional growth opportunities. Be part of a collaborative construction team in vibrant Pleasant Hill, CA, with room for advancement across branches. Apply now or contact Dennis Brinkmann at 925-271-4809 for immediate consideration. Discover why Robert Half is the premier destination for finance jobs in Pleasant Hill, CA—your future awaits!

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