Credit & Collections Specialist

Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. From strategy and support to systems and solutions, we work behind the scenes to strengthen operations and build value—for our partners and our people.

If you’re looking to make an impact, we’re glad you’re here. At Meriton, you’ll join a team that believes in big ideas, doing great work, and building careers that matter—every step of the way.

Credit and Collections Specialist

Reports to: Accounting Manager

FLSA Status: Exempt

Location: Doral, FL

The Company

Meriton is a national investment holding company with a portfolio of companies in the commercial HVAC industry. Founded in 2019, we believe merit has everything to do with standards and that nothing is beyond or beneath us. We base those standards around a set of values that we hold tightly to, ensuring we are building the right thing, at the right time, with the right people. We know that business is earned – never given – and that’s why we’re serious about what we do. Working together, we’ll co-create lasting growth by defining big visions and hammering down little details. Our resources streamline business processes and provide access to a network of teams with extensive industry experience.

Our overall mission is simple: we want to create value and make a difference every day in our journey to be the best HVAC sales and service organization in North America. We believe we can succeed in that mission by being the BEST provider for our clients, the BEST partner for manufacturers, the BEST company for our employees, and the BEST investment for our current and future shareholders.

The Opportunity

We are looking for an experienced Credit and Collections Specialist to join our team. A successful individual combines excellent analytical skills with a thorough knowledge of Accounts Receivable and Credit. Must be detail oriented, a self-starter, and have excellent organizational skills. Position requires a high level of correspondence with our sales force, and with customers & vendors. Accuracy a must. HVAC or construction experience is a plus. Must be strong in Excel and other Microsoft applications, and must be able to work well with others in a fast-paced, high growth environment.

Responsibilities

• Monitor and maintain accounts receivable aging


• Reconcile customer accounts


• Follow up on short-pay remittances and billing disputes


• Perform collections calls on past-due amounts and delinquent accounts


• Communicate with customers to resolve discrepancies on disputed items


• Communicate with customers to request documents for credit approval and/or account maintenance


• Update customer profile in MS Finance and Operations


• Send invoices and customer statements to customers sales teams


• Process customer credit memos


• Apply cash receipts to open receivables


• Prepare daily bank deposits and review for accuracy


• Manage the process of placing customers on hold and removing hold when appropriate


• Negotiate payments and payment plans on delinquent receivables


• Communicate with sales teams regarding delinquent customer accounts, customer hold status, and non-responsive customers


• Communicate with management regarding potential write off of bad debt


• Assist with the lien notification and lien release processes


• Respond to credit inquiries


• Coordinate the customer credit approval process, including the processing of credit applications and the management of credit references


• Update the analysis of the customers’ credit risk profiles


• Establish, document, communicate, implement, and update credit policies


• Support month-end activities and year-end close process


• Assist with special projects


• Perform related functions as assigned by management

The Required Profile

• Experience applying customer cash receipts


• Experience with customer collection efforts


• Demonstrated proficiency with Microsoft Excel and automated accounting systems, with MS Finance and Operations preferred


• Work well and conduct business in a group environment


• Highly organized and detail oriented with the ability to manage multiple tasks


• Ability to maintain confidential information


• Ability to work independently with minimal supervision


• Have a positive attitude

Other Skills & Abilities

Language Skills
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs.

Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks.

Physical Demands

While performing the duties of this job, the employee is regularly required to use hands to operate computer keyboard and telephone, reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Meriton is an Equal Opportunity Employer

Employment practices will not be influenced or affected by an applicant’s or employee’s race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship.

Salary ranges listed are dependent upon a candidate’s qualifications, experience, internal equity, and the budgeted amount for the specific role and location.