Collections Specialist

Collections Specialist


The Collections Specialist will be responsible for handling the collection of accounts and ensuring assigned accounts are maintained within acceptable company guidelines. This collections’ role will report to the Collections Supervisor.


What You’ll Do:

  • Review credit applications, run credit bureau reports, contact customer references and work with management to establish customer credit limits
  • Maintain customer credit status, set credit limits and payment terms on customer accounts in accordance with approval procedures
  • Contact clients by phone and email to secure timely payment of open invoices and resolve payment disputes
  • Provide excellent customer service to external and internal contacts
  • Respond to inquiries and research account history
  • Monitor aging to ensure accounts are paid within agreed upon terms and report status to management
  • Enter notes on customer accounts to track payment status
  • Run reports, review customer contracts, and account correspondence to support collection activities
  • Work with internal departments including sales and service groups to research discrepancies
  • Monitor group email boxes and coordinate with team members to ensure prompt resolution of requests
  • Research and allocate customer payments as needed and prepare refunds for overpayments
  • Assist team members with workflow and special projects as needed and cross train on related receivables functions
  • Adhere to all corporate and SOX processes and procedures
  • Perform all other essential duties as assigned

What We Seek:

  • Bachelor's Degree in relevant field is preferred
  • Excellent oral and written fluency in both English and Spanish/Portuguese is required
  • Ddirect experience working with corporate credit and business to business collections is required
  • Experience with establishing, reviewing and maintaining customer credit limits and payment terms is necessary
  • Analytical and financial analysis skills to evaluate credit worthiness of customers are essential
  • Highly developed verbal and written communication skills are desired
  • Ability to communicate and work effectively with all levels of management is necessary
  • Effective personal organization and time management skills are preferred
  • Ability to prioritize and manage multiple activity streams is desired
  • Meticulous attention to detail and strong problem solving skills are a must
  • Previous experience working with a major ERP / CRM application is preferred
  • Strong working knowledge of Microsoft Office Suite, including Excel is necessary


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