Collections Specialist

Collections Responsibilities

• Review accounts receivable aging reports to identify past-due customer balances
• Contact customers via email and phone to follow up on overdue invoices, using established scripts and procedures
• Support senior collections staff in securing payment commitments and resolving delinquent accounts
• Document collection activity, customer communications, and payment commitments accurately and timely in company systems
• Track promised payments and follow up on missed or delayed remittances
• Aid in researching and resolving short payments, unapplied cash, and payment discrepancies
• Support collection of weekly Accounts Receivable priority cases
• Escalate collection issues, disputes, or non-responsive accounts to senior team members as appropriate
• Maintain organized, complete, and up-to-date account notes and supporting documentation
• Follow established collection policies, procedures, and compliance requirements
• Assist with month-end collections activities and reporting as assigned

Job requirements

• Minimum Qualifications:
  • Associate’s or Bachelor’s degree in Accounting, Finance, Business, or a related field preferred
  • 1–3 years of experience in collections, accounts receivable, customer service, or a related financial operations role
  • Strong verbal and written communication skills with the ability to interact professionally with customers
  • High attention to detail and commitment to accurate recordkeeping
  • Ability to follow processes, manage multiple follow-ups, and meet deadlines
  • Willingness to learn, accept feedback, and grow within the accounts receivable function
• Preferred Skills & Attributes:
  • Basic understanding of invoicing, payment application, and collections concepts
  • Ability to multitask in a fast-paced, deadline-driven environment
  • Proficiency in Microsoft Excel, Word, and Outlook is recommended. Knowledge and experience with Salesforce and NetSuite are preferred but not required.