Collections Specialist

Collections Specialist

Requirements

• Commercial collection experience preferred.
• One to three year(s) experience in a collections or Finance type role is preferred.
• A proven track record of success in prior credit and collection roles, a plus.
• Credit memo experience highly desired.
• Understanding of quality customer service and the relationship to collection efforts.
• Ability to manage multiple priorities.
• An ability to see the credit operation as a financially oriented customer service function which balances cost control with support for the business.
• Possess proficient computer skills (i.e. Google Suite and Database programs).
• Current experience with SAP or similar ERP highly desired.
• Ability to create reports using Google Sheets/Excel with data points, graphs and charts, etc.
• Ability to perform data entry in a computer and extract information.

Responsibilities

• Identify account risks, potential credit problems, disputes, and other customer issues.
• Generates reports and communicates potential risks to Division Accounts Receivable Supervisor, as well as field contacts (Branch Manager, Account Manager, and Sales Manager) and will escalate significant matters to Division Accounts Receivable Supervisor.
• Contact customers regarding invoices / accounts which are considered past due.
• Provide information as requested in order to facilitate a quick remittance. Obtain future pay information.
• Corrects account errors, including misapplied payments, reversed late charges and over payments.
• Documentation is critical, log conversations, e-mails and other communications.
• Organize documentation as to facilitate follow-up efforts. Initiate appropriate follow-up action on mail returned as undeliverable.
• Maintain quality relationships with branch managers, account managers and sales managers. These relationships can be critical with collection efforts. Involve regional managers when possible and keep them informed of issues at all times.
• Prioritize portfolio so that collection efforts result in maximum benefits. Watch for key indicators that a customer account is falling behind, becoming delinquent.
• Work closely with cylinder control department when investigating cylinder disputes.
• Review Customer Service education courses frequently so that collection efforts do not damage customer relationships.
• Special projects as necessary.
• Other duties as assigned.

Preferred Qualifications

• Commercial collection experience preferred.
• One to three year(s) experience in a collections or Finance type role is preferred.