Collections Specialist

Responsibilities

• Manage the accounts receivable aging report for assigned locations and subsidiaries, including escalated accounts and invoices requiring higher-level collection efforts.
• Conduct daily collection activities through direct phone calls and emails with customers to resolve past-due balances and secure payment commitments.
• Maintain a call volume of approximately 30–35 collection calls per day while sustaining high-quality customer service.
• Prepare collection letters as needed and coordinate with attorneys when necessary to support collection efforts.
• Evaluate and recommend accounts for third-party collection placement and/or write-off based on established guidelines.
• Communicate regularly with the Collections Manager regarding the status of past-due accounts and situations where additional leverage or support is needed.
• Monitor and resolve financial discrepancies on customer accounts, including payment misapplications and billing issues.
• Maintain accurate, detailed notes on all accounts to document collection activities, customer interactions, and agreed-upon payment arrangements.
• Use multiple software systems, including CRM and ERP platforms, to research accounts, record activity, and support reconciliation efforts.
• Ensure the security and privacy of customer information and files in accordance with company policies and regulatory requirements.
• Apply a basic understanding of applicable state and federal collection laws, including the Fair Debt Collection Practices Act and the Fair Credit Reporting Act, in all collection activities.
• Collaborate with team members while also working independently to manage workload in a fast-paced environment.
• Perform other related duties as assigned to support the overall effectiveness of the collections function.

Essential Skills

• At least two years of experience in collection and credit work.
• Strong customer service focus with the ability to handle challenging conversations professionally.
• Proficiency in handling a call volume of approximately 30–35 calls per day.
• Experience working in a fast-paced environment while managing multiple priorities.
• Proficiency with Microsoft Office Suite or related software.
• Experience using ERP systems for accounts receivable and collections activities.
• Excellence in verbal and written communication skills.
• Ability to work both independently and as part of a team.
• Proficient typing skills sufficient to keep pace with call volume and documentation requirements.
• Basic understanding of statistics and data analysis as it relates to collections and account trends.
• Basic understanding of applicable state and federal collection laws, including the Fair Debt Collection Practices Act and the Fair Credit Reporting Act.
• Strong attention to detail and accuracy in documentation and reconciliation.

Additional Skills & Qualifications

• A high school diploma or equivalent required; associate or bachelor’s degree preferred but not required.
• Experience with ProfitZoom and Sedona software is a plus.
• Experience with Microsoft Dynamics is beneficial for cross-training and system transition support.
• Demonstrated ability to maintain professionalism and customer focus during collection calls.
• Comfort using multiple software tools simultaneously while speaking with customers.
• Ability to adapt quickly to new systems, processes, and priorities.

Work Environment

This is a fully remote position that allows you to work from home while collaborating with a distributed team. Standard hours generally start between 8:00 a.m. and 9:00 a.m. and include an eight-hour workday with an unpaid lunch break. For west coast coverage, typical schedules may include 9:00 a.m. to 5:00 p.m. Mountain Time or 8:00 a.m. to 4:30 p.m. Pacific Time. The role involves working in a fast-paced, technology-driven environment using multiple systems, including CRM and ERP platforms, as well as tools such as ProfitZoom, Sedona, and Microsoft Office. The position emphasizes secure handling of customer information and adherence to privacy and compliance standards while providing a supportive, team-oriented remote work culture.