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Credit and Collections Specialist

Category Finance Location San Diego, California Job ID 2024-67262
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Company Overview

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.

Job Overview

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

Qualifications

  • 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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Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is Southern California $24.50-33.50. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

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