Collections Specialist

Job Title:

Collections Lead Specialist

Job Description

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

+ 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

+ 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…