Hoffman & Hoffman, Inc. · 20 hours ago
Credit Analyst
Greensboro, NC, US
Full-time
Onsite
Entry, Mid Level
2+ years expHoffman & Hoffman, Inc. is a 100% employee-owned company focused on being #1 in the HVAC industry in providing innovative HVAC solutions through superior design and customer service. The Credit Analyst is responsible for the prompt and efficient collection of accounts and credit sales, maximizing cash flow, and minimizing exposure to bad debt while maintaining strong customer relationships.
Heating Ventilation and Air Conditioning (HVAC)Industrial ManufacturingManufacturingRetail
Responsibilities
Monitor customer accounts daily. Communicate with customers that have balances in excess of 45 days
Monitor closely all lien and bond deadlines and ensure actions are taken in a timely manner to preserve those rights
Record all collections activity in ERP system
Process credit applications and establish credit limits. Adjust credit limits as needed to account for customer payment trends and contract commitments
Address customer requests for information in a timely manner
Partner and interact with other departments as needed to resolve customer disputes
Communicate with sales staff weekly on problem accounts that are not responding to payment requests
Monitors the cash application process to ensure accurate and timely postings
Perform account reconciliations to clear up billing discrepancies
Recommends accounts to be placed on hold or turned over to collection to Credit Manager. Coordinates efforts of attorneys where needed
Compile and distribute collection reports to sales staff on a weekly basis
Review and approve tax exemption status of accounts and maintain documentation to support
Track and resolve customer service issues relating to collection with sales personnel
File required notices on construction projects as recommended by legal counsel to reduce exposure to uncollectable accounts
Coordinate the processing of customer statements on a monthly basis
Special projects as assigned
Qualification
Required
Must be detail oriented, results driven and able to embrace and adapt to change, along with the ability to effectively multi-task in a deadline driven atmosphere
Strong customer service skills with the ability to effectively communicate with both internal and external customers
Strong mathematical and analytical skills
Strong critical thinking and problem-solving skills
Ability to utilize the available time to organize and complete work within given deadlines and to take constructive advantage of idle periods
Ability to effectively build relationships with customers and co-workers
Excellent written and verbal communication skills and the ability to work in a professional environment are necessary
Knowledge of MS office a must, specifically Excel
Preferred
Bachelor's or Associate's Degree preferred or a minimum of 2 years credit/collections experience
Experience in a construction environment preferred
Company
Hoffman & Hoffman, Inc.
Since 1947, Hoffman & Hoffman, Inc.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jim Bingham
Chief Executive Officer
Brian Lunsford
Chief Financial Officer
Recent News
2025-12-15
Company data provided by crunchbase