Collections Representative

Job Title:

Collections Representative

Job Description

The Collections Representative will manage a high-volume portfolio of accounts receivable, focusing on reducing past-due balances and improving cash flow while delivering excellent customer service. This role analyzes AR data, conducts outbound collection calls, resolves account discrepancies, and maintains detailed documentation. The position suits a detail-oriented professional who thrives in a quota-driven environment and can balance independent work with effective collaboration across internal teams and external customers.

Responsibilities

+ Analyze accounts receivable balances, including Days Sales Outstanding (DSO), aging buckets, and AR trends to identify and prioritize collection efforts.

+ Monitor customer payment activity and proactively follow up on past-due invoices through phone, email, and written correspondence.

+ Conduct high-volume outbound collection calls, consistently meeting or exceeding a daily quota of approximately 35 calls (and up to 50 calls on designated blitz days).

+ Work toward and achieve daily collection goals, including a target of approximately $8,500 in collections per day per collector.

+ Research and resolve account discrepancies, payment issues, and customer inquiries in a timely and professional manner.

+ Prepare, maintain, and update accurate documentation, including account notes, collection activity records, and reports.

+ Accurately perform mathematical calculations related to invoicing, payments, credits, and adjustments using whole numbers, fractions, and decimals.

+ Utilize a 10-key adding machine for data entry, reconciliation, and verification of financial data.

+ Perform invoice entry, payment application, and basic reconciliation tasks as needed to support accounts receivable processes.

+ Communicate professionally and effectively with internal departments, such as accounting and credit, to resolve issues and coordinate collection strategies.

+ Provide strong customer service during collection interactions, using negotiation skills to arrange payment plans and resolve disputes while maintaining positive relationships.

+ Read, comprehend, and follow written and verbal instructions, policies, procedures, and correspondence.

+ Draft clear and professional written communications to customers regarding payment status, disputes, and resolutions.

+ Multitask and prioritize workload effectively, managing interruptions and adapting to changing priorities in a fast-paced, high-volume environment.

+ Work independently with minimal supervision while also collaborating effectively within a team setting.

+ Maintain productivity and accuracy standards while working under pressure and meeting deadlines.

+ Use Microsoft Outlook and Excel to manage communications, track accounts, and prepare or update reports.

+ Leverage accounting or ERP software, such as JD Edwards (JDE) or similar systems, to review account details, post transactions, and support collection activities.

+ Support collections for business-to-business (B2B) accounts, including medium to large organizations and franchise or parent/child account structures, as applicable.

+ Adhere to all internal policies, procedures, and applicable regulations related to collections, credit, and accounts receivable.

Essential Skills

+ Strong understanding of accounts receivable processes, including Days Sales Outstanding (DSO), aging buckets, and AR trends.

+ Minimum of 35 years of professional collections experience.

+ Business-to-business (B2B) collections experience preferred, with a strong collections background.

+ Ability to read, comprehend, and follow written and verbal instructions and correspondence.

+ Clear and professional written communication skills, with the ability to draft customer correspondence.

+ Strong customer service skills, especially in a collections or call center environment.

+ Solid mathematical aptitude, including calculations involving U.S. currency, weights, measurements, volume, and distance.

+ Ability to accurately perform calculations related to invoicing, payments, credits, and adjustments.

+ Typing speed of approximately 4550 words per minute with minimal errors.

+ Proficiency in Microsoft Outlook and Microsoft Excel.

+ Comfort using accounting or ERP software; experience with JD Edwards (JDE) or similar systems preferred.

+ Comfort and accuracy using a 10-key adding machine for data entry and reconciliation.

+ Ability to multitask, prioritize effectively, and adapt to changing…