Collections Specialist

Collections Specialist I

Department:
Accounting / Credit & Collections FLSA:
Non-Exempt

Reports To:

Collections Manager

Location:

Corporate Office

Position Summary

The Collections Specialist I is an entry-level collections role responsible for managing routine customer account follow-up, resolving basic past due invoices, and supporting cash application efforts. This role focuses on building foundational collections skills, communication discipline, and accuracy in account tracking within a high-volume fuel transportation environment.

Key Responsibilities

* Monitor assigned customer accounts for past due balances
• Perform routine collection follow-up via phone and email
• Document all collection activity in ERP or AR system
• Assist customers with basic invoice questions and payment status updates
• Coordinate with Billing to resolve simple invoice discrepancies
• Support cash application and account reconciliation activities
• Escalate unresolved or complex disputes to senior staff
• Maintain organized tracking of aging accounts

Success Profile

* Strong communication and professionalism with customers
• Comfortable working in a structured, process-driven environment
• High attention to detail in tracking receivables activity
• Willingness to learn AR systems and collections processes

Key Performance Indicators (KPIs)

* Timeliness of collections follow-up activity
• Reduction in assigned overdue balances

* Accuracy of account documentation

* Response time to customer inquiries