Pre-Legal Collection Specialist

Primary Responsibilities

• Communicate with customers regarding accounts receivable and collection matters professionally and promptly.
• Communicate and follow up effectively with customers and branch personnel.
• Resolve customer disputes related to outstanding balances using strong negotiation and persuasive communication skills.
• Conduct risk assessments.
• Cook up and document payment arrangements with customers.
• Handle a high volume of outgoing collection calls to assigned delinquent accounts.
• Handle incoming calls from customers and internal branches, resolving inquiries and payment issues.
• Establish and maintain effective working relationships with internal teams and co-workers.
• Maintain accurate and thorough records of customer interactions and collection activities.
• Collaborate with legal and collections teams to support pre-litigation account review and escalation processes.
• Prepare, review, and queue up demand letters.
• Participate in team meetings and contribute to process improvement initiatives as needed.

Qualifications

• Familiarity with equipment rental, construction, or industrial sectors is required.
• Proficient in MS Office and/or GSuite tools, including strong Excel and Google Sheets skills.
• Strong verbal and written communication skills, with the ability to interact effectively and professionally across all teams.
• Proven ability to navigate multiple systems and technologies efficiently while maintaining engagement with customers.
• Highly organized with the ability to prioritize tasks, manage time effectively, and meet deadlines.
• Strong attention to detail and ability to work with accuracy in a fast-paced environment.
• Proactive work ethic demonstrating initiative and a self-directed approach.
• Ability to learn quickly and adapt to changes in systems, roles, and organizational structure.
• Comfortable working both independently and as part of a collaborative team.
• Demonstrated ability to multitask and manage complex information effectively.
• Flexible and adaptable to the demands of a dynamic work environment.
• High School Diploma or equivalent is required; an Associate Degree in accounting or a related field is preferred.
• At least 5 years of experience in Collections required; experience in pre-legal or pre-judgment collections strongly preferred.