Collections Specialist

• Manage an assigned portfolio of client accounts and review aging reports
• Identify overdue invoices, high-risk balances, and collection priorities
• Contact clients by phone and email to secure payment and follow up on commitments
• Develop and document payment arrangements according to approval requirements and company policies
• Research short payments, unapplied cash, invoice discrepancies, and account issues
• Coordinate with billing, cash application, client service, and finance teams
• Maintain accurate account notes, correspondence, disputes, commitments, and next steps
• Escalate significant delinquencies, disputed balances, broken commitments, and accounts requiring additional action
• Prepare collection status updates, account analyses, and leadership reports
• Communicate risks to support A/R reserves
• Support cash collection targets and reduce past-due receivables and Days Sales Outstanding
• Build relationships with clients and internal stakeholders while handling sensitive financial matters
• Follow internal controls, confidentiality requirements, collection policies, and regulations

• High school diploma or GED required
• Bachelor’s Degree or two years of experience on a specialized subject matter
• Must maintain current required licenses and certifications relevant to field of expertise
• Verbal and written communication across all levels of the organization
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in a team environment and independently
• Ability to analyze and prioritize multiple responsibilities
• Three to five years of experience in collections, accounts receivable, billing, customer service, or related financial operations
• Working knowledge of accounts receivable processes, aging reports, payment terms, account reconciliation, and dispute resolution
• Proficiency with Microsoft Excel, Outlook, and accounting or ERP systems
• Strong negotiation, analytical, and problem-solving skills
• Ability to manage multiple priorities, meet deadlines, and maintain accuracy in a high-volume environment

Demonstrates expertise in accounts receivable processes, including managing client accounts, analyzing aging reports, and developing payment arrangements. Proficient in communication and negotiation, with a strong focus on customer service and maintaining compliance with financial regulations.

• Accounts Receivable Management
• Payment Arrangement Development
• Aging Report Analysis
• Negotiation Skills
• Customer Service

• Accounts Receivable Processes
• Payment Terms
• Account Reconciliation
• Dispute Resolution
• Financial Analysis

• Verbal Communication
• Written Communication
• Analytical Skills
• Problem-Solving Skills
• Team Collaboration

• High School Diploma
• GED
• Relevant Licenses and Certifications

• Client Accounts
• Collection Policies
• Cash Collection Targets
• Days Sales Outstanding
• Financial Operations

• Microsoft Excel
• Microsoft Outlook
• Accounting Systems
• ERP Systems