Collections Specialist

What You Will Do

• Create invoices and credit memos and issue them to customers by all necessary means.
• Ensure efficient, timely, and accurate payment of accounts.
• Update customer files.
• Collect outstanding accounts receivable dollars from the existing client base.
• Perform all other aspects of collections.
• Resolve customer billing problems and reduce accounts receivable delinquency.

Essential Duties and Responsibilities

• Maintain up-to-date billing system.
• Generate and send out invoices.
• Follow up on, collect and allocate payments.
• Carry out billing, collection and reporting activities according to specific deadlines.
• Perform account reconciliations.
• Monitor customer account details for non-payments, delayed payments and other irregularities.
• Research and resolve payment discrepancies.
• Generate age analysis.
• Review AR aging to ensure compliance.
• Maintain accounts receivable customer files and records.
• Follow established procedures for processing receipts, cash etc.
• Process credit card payments.
• Prepare bank deposits.
• Investigate and resolve customer queries.
• Process adjustments.
• Develop a recovery system and initiate collection efforts.
• Communicate with customers via phone, email, mail or personally.
• Collect data and prepare monthly metrics.
• Bi-weekly meetings with branch managers.
• Evaluate customer base and communicate results to branch managers.

Position Qualifications

• Education: High school diploma or GED required; college coursework/degree preferred, bi-lingual (Spanish - Preferred).
• Experience: 2+ years of relevant work experience.
• Knowledge of general accounting principles, bookkeeping procedures and accounts receivable.
• Demonstrated track record of interacting and working effectively with others.
• Working knowledge of various computer programs including Microsoft Office with an emphasis in Excel.
• Other Desired Skills: Strong ability to work independently with minimal supervision; as well as a strong team player that works well in a collaborative environment. Deal well with uncertainty and time pressures. Good problem solving skills, detail-oriented, and ability to follow through to conclusion. Excellent organizational skills.

Work Environment

• Work primarily in a climate controlled environment with minimal safety/health hazard potential.
• Sedentary, sitting, walking, occasional lifting (overhead, waist level) from floor, bending.
• Frequent near vision use for reading and computer use.
• Sits for extended periods of time.
• Must have sufficient visual acuity to be able to work, for prolonged periods of time, on a computer monitor.