Collections Specialist

Actively manage the collection of all outstanding invoices and maintain strong customer relationships throughout the collection cycle. This position requires drive, tact and organizational skills to achieve the desired outcome of collecting the account while keeping the customer satisfied.

Track and resolve outstanding payment issues and generate weekly and monthly aging reports in a timely manner using Qlik and Spectrum reports.

Make daily collection calls and/or correspondence on outstanding invoices and update notes on invoices.

Provide customer service regarding collection issues, process and review account adjustments, resolve client discrepancies and short payments.

Build a professional working relationship alongside the Cash App Specialist, billing specialists, and other collection specialists.

Monitor and maintain assigned accounts: customer calls, account adjustments, small balance write off, customer reconciliations and processing approved credit memos.

Help reduce delinquency or slow payment for assigned accounts.

Enlist the efforts of sales, project management and/or senior management when necessary to accelerate the collection process to resolve account issues.

Communicate & follow up effectively regarding customer accounts on a timely basis to the AR Manager on a regular basis (daily, weekly, monthly).

Establish and maintain professional and cooperative working relationships with significant external customers as well as internal project managers to resolve account issues.

Prepare and maintain various weekly and/or monthly reports including an accurate aging report as well as collection reports, actions and notes to communicate account status both internally and externally.

Respond to incoming calls, emails and answer client inquiries in a timely and professional fashion.

Provide customers with copies of statements, previously sent invoices, delinquency notices and other documents as needed.

Implement and improve collection process improvement goals at monthly meetings.

Assist or prepare final demand letters, process account closure documentation and/or litigation documents.

Research or reconcile accounts and create spreadsheets on the fly for external customers.

Must be highly organized and have strong attention to detail goal oriented with the ability to meet daily deadlines.

Ability to prioritize and manage multiple responsibilities.

Computer oriented and highly proficient in Microsoft Suite and experience with a major ERP package.

Exemplary professional written and verbal communication skills with internal and external customers.

Must be able to work independently and in a team environment in a professional office setting.

Must be flexible and a self-starter.

Ability to establish professional rapport with key contacts to protect relationships while resolving problems.

Must have proven negotiation skills in the successful resolution of customer/invoice/billing/cash issues.

3-5 years of corporate Collections experience with knowledge of billing procedures.

Experience in successful business-to-business collections is required.

Proven ability to manage approximately 500 customer accounts.

Knowledge of Spectrum, Qlik, and/or construction industry preferred.

This job operates in a professional office environment.

This role routinely uses standard office equipment such as computers, phones, filing cabinets, photocopiers and fax machines.

This position is generally sedentary.

Employees are frequently required to sit, and occasionally required to kneel, reach, stoop, crouch or crawl.

This position requires the ability to lift files, open file cabinets, and bend or…