Financial Services Team Leader – Collections & Credit
Jobot
Kernersville, NC
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JOB DETAILS
SALARY
$50,000–$75,000 Per Year
LOCATION
Kernersville, NC
POSTED
7 days ago
This Jobot Job is hosted by: Liz Valdez
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $50,000 - $75,000 per year
A bit about us:
We are a leading distributor of critical healthcare products, dedicated to accuracy, safety, and reliability in everything we do. Our team plays an essential role in ensuring that life-saving products reach the people and providers who need them most.
Why join us?
Comprehensive Health Benefits + Employee Assistance Program (EAP)
401(k) with Profit Sharing Retirement Plan
Tuition Reimbursement Program
HSA, FSA, and Dependent Care Flexible Spending Accounts
Life, AD&D, and AFLAC Plans
Paid Vacation, Sick Leave, and Holidays
Job Details
Financial Services Leader – Collections (Hybrid)
Locations: Kernersville, NC • Temecula, CA
About the Role
We are seeking a strong Financial Services Collections Supervisor to lead a team of Financial Services Coordinators and drive the performance, accuracy, and integrity of the accounts receivable and collections processes. This role oversees day-to-day operations, enforces credit and collections policies, manages aging performance, and ensures the protection of trade receivables.
You will lead a high-performing team, collaborate extensively with internal partners, and implement process improvements that support strong cash flow, low DSO, and exceptional customer experience.
What You’ll Do
Team Leadership & Development
Supervise, mentor, and develop Financial Services Coordinators; manage hiring, performance reviews, coaching, and training.
Set clear goals, KPIs, and expectations aligned with departmental strategy.
Foster a positive, accountable, and customer-focused team culture.
Credit & Collections Oversight
Enforce credit policies and ensure high-quality collection activities.
Monitor and analyze A/R aging reports; ensure timely follow-up and documentation.
Assist with credit applications, customer payment history reviews, and credit limit evaluations.
Reduce bad-debt exposure through proactive risk assessment and collections strategy.
Operational Excellence
Oversee SOPs, training documents, system processes, and testing to ensure data integrity and system reliability.
Recommend and improve collection call techniques, workflows, and cross-functional procedures.
Ensure accurate system documentation (SAP, OneNote, shared drives).
Monitor SAP functionality and performance, ensuring it supports efficient daily operations.
Cross-Functional Collaboration
Work closely with credit, finance, sales, customer service, warehouse, pricing/contracts, and operations teams.
Provide operational support to the Financial Services Collections Manager.
Lead and support process improvements that enhance internal controls and customer relationships.
General Responsibilities
Maintain compliance with all company policies and applicable regulations.
Represent the organization professionally and uphold company values.
Support a safe, positive, and inclusive work environment.
What You Bring
Education - Associate degree in a related field or 2+ years of relevant experience in lieu of a degree.
5+ years of directly related credit, A/R, or collections experience, (7+ years required for non-degreed candidates).
Experience supervising or leading teams strongly preferred.
Strong organizational skills, attention to detail, and ability to prioritize effectively.
Exceptional verbal and written communication skills.
Ability to work independently and as part of a team.
Strong decision-making and problem-solving ability.
Ability to motivate and coach employees to achieve team and company goals.
Solid computer proficiency; SAP or ERP experience strongly preferred.
Ability to build cooperative, constructive relationships across departments.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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About the Company
J
Jobot
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
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COMPANY SIZE
100 to 499 employeesINDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com