Collections Specialist

Job Description

Job Description

Job Title:

Collections Specialist Department:
Finance

Reports To:

AR & Collections Manager Classification:
Non-Exempt Management Level: Individual Contributor Levelling

A3

Key Essential Functions Portfolio Management and Collections

· Manage an assigned portfolio of customer accounts and perform timely collection activity on open and past-due receivables.

· Review accounts receivable aging and prioritize follow-up based on balance, delinquency, payment history, risk, and agreed next action.

· Contact customers by telephone and email to resolve overdue balances, confirm invoice status, and secure payment.

· Obtain and document payment commitments or approved payment arrangements and follow up on missed or upcoming commitment dates.

· Record collection activity, customer communications, payment commitments, and account status accurately in approved systems.

· Maintain professional customer relationships while applying collection policies consistently and protecting confidential information.

Account Reconciliation and Dispute Resolution

· Research disputed or delinquent balances using invoices, contracts, billing records, payment history, credits, and customer correspondence.

· Partner with Sales, Customer Service, Billing, and other internal teams to resolve account discrepancies and customer concerns.

· Document dispute causes, decisions, supporting records, and final resolutions to maintain an accurate audit trail.

Reporting and Finance Support

· Communicate account status, payment commitments, disputes, collection risks, and required actions clearly to the AR & Collections Manager and relevant stakeholders.

· Track assigned work, meet follow-up dates and reporting deadlines, and raise capacity or priority conflicts promptly.

· Support AR email responses, cash-receipt administration, electronic filing, archiving, mailing, or courier activities as business needs require.

· Perform other finance duties as assigned..

Qualifications

Required Qualifications

Experience:

· High school diploma or equivalent is required; an associate degree or relevant coursework in accounting, finance, or business is preferred.
· One or more years of experience in accounts receivable, collections, billing, cash application, customer service, or finance operations is preferred but not required.
· Experience managing customer accounts or a business-to-business collections portfolio is preferred.
· Experience using ERP, CRM, accounting, or collections systems like Salesforce or Great Plains is preferred.

Knowledge, Skills &

Abilities:
· Excellent Customer Service.
· Professional telephone and written communication skills, including the ability to discuss overdue balances, clarify account issues, and de-escalate difficult conversations
· Working knowledge of accounts receivable aging, collections, account reconciliation, cash application, and collection documentation is also preferred.
· Basic Excel skills including data input, management, validation, and report preparation.
· Good research, analytical, reconciliation, and problem-solving skills.
· Strong organization, time management, follow-through, and attention to detail across multiple customer accounts and deadlines.
· Ability to maintain accurate records, exercise sound judgment, and handle customer and financial information confidentially.
· Consistent sense of urgency and ownership when resolving payment, account, or process issues.

TP Core Skills Taxonomy
· AI Proficiency
· Collaboration
· Communication
· Critical Thinking
· Data Literacy
· Emotional Intelligence
· Entrepreneurship
· Open-Mindedness
· Process Excellence
· Solution Orientation

Work Environment

Remote

Travel Requirements:
No travel expected

Physical Requirements

Office Clerical…