Collections Specialist

Collections Lead Specialist

The Collections Lead Specialist drives high-volume, corporate-level B2B collections activity across multiple divisions and branches. In this role, you serve as a primary point of contact for complex account resolution, negotiate payment arrangements directly with customers, and act as a functional lead to branch-level collectors. You use your strong systems knowledge, advanced Excel skills, and proven negotiation abilities to manage a large, high-volume portfolio with minimal supervision while promoting consistent, effective collections practices across the organization.

Responsibilities include:

• Lead and execute high-volume, corporate-level B2B collections activities across multiple divisions and branches.
• Serve as a high-level point of contact for complex account resolution and escalated collection issues.
• Negotiate payment arrangements and terms directly with customers to secure timely payments and reduce past-due balances.
• Perform detailed account reconciliations and research payment discrepancies to ensure accurate customer account records.
• Review and manage aging reports to prioritize collection efforts and monitor portfolio performance.
• Conduct professional collection calls and provide high-quality collections customer service to maintain positive customer relationships.
• Oversee and support cash application processes to ensure payments are accurately applied to customer accounts.
• Prepare, file, and manage Notice to Owners (NTOs) and liens as needed to protect company receivables.
• Submit delinquent customer accounts to third-party collections when appropriate and monitor follow-up actions.
• Use Great Plains (GP), FCC, High Radius, and other systems to track, document, and manage collection activities.
• Utilize advanced Microsoft Excel tools, such as V-Lookups, Pivot Tables, and formulas, to analyze account data and create reports.
• Provide guidance, mentoring, and functional leadership to branch-level collectors and accounts receivable staff to ensure process consistency.
• Collaborate with internal stakeholders, including accounting and customer service teams, to resolve billing and invoicing issues.
• Maintain organized records of communications, agreements, and collection efforts in line with company policies.
• Work independently in a fast-paced, high-volume environment while managing a large portfolio of accounts with minimal supervision.
• Apply strong problem-solving skills and creativity to resolve complex account issues and disputes.
• Communicate clearly and professionally in writing and verbally with customers and internal teams.
• Support continuous improvement of collections processes and tools to enhance efficiency and results.

Essential skills include:

• 5+ years of B2B collections experience managing a high-volume portfolio.
• Strong experience in collections, accounts receivable, and collections customer service.
• Proven ability to negotiate payment terms and resolve disputes directly with customers.
• Experience performing account reconciliations and researching payment discrepancies.
• Experience filing Notice to Owners (NTOs) and liens.
• Experience submitting customers to third-party collections.
• Working knowledge of Great Plains (GP), FCC, and High Radius.
• Advanced Microsoft Excel skills, including V-Lookups, Pivot Tables, and formulas.
• Proficiency with aging reports, invoicing, and cash application processes.
• Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Strong written and verbal communication skills for interacting with customers and internal teams.
• Ability to work independently with minimal supervision after training.
• Self-starter mindset with strong problem-solving skills and the ability to creatively resolve account issues.

Additional skills and qualifications include:

• Prior experience mentoring, guiding, or leading other collectors or accounts receivable staff.
• Experience using Great Plains (GP), FCC, and High Radius in a corporate collections environment.
• Experience in reconciliation, accounting concepts, and analysis of aging reports.
• Customer service experience in a collections or accounts receivable setting.
• Comfort working with collection calls and handling sensitive payment discussions in a professional manner.

Work environment is a full-time, onsite role with a standard schedule of Monday through Friday, 8:00 a.m. to 5:00 p.m. You work in a professional office environment focused on corporate-level collections and accounts receivable activities. The…