Collections Specialist

Collections Specialist

Our client is seeking a professional to manage the complete customer account lifecycle, from credit application review to collections and payment follow-up. This role involves working across various departments to ensure accurate account management and collections. The position is based in Charlotte, NC, and is a contract opportunity. Familiarity with general financial technology platforms is required.

Key Responsibilities

• Review and process new customer credit applications, ensuring accurate data entry.
• Maintain and update customer account records, including billing and payment terms.
• Manage collections for business-to-business accounts, ensuring timely follow-up on past-due invoices.
• Resolve invoice disputes by collaborating with internal teams and customers.
• Coordinate with cash application teams to ensure accurate payment postings.

Qualifications

• Experience in business-to-business collections or accounts receivable.
• Proficiency in managing accounts receivable aging reports.
• Strong documentation and follow-up skills.
• Intermediate skills in spreadsheet software for data analysis and reconciliation.
• Effective communication skills for interacting with customers and internal teams.

Core Technologies

• ERP Systems
• Financial Reporting Tools
• Customer Relationship Management Platforms