Effectively monitor and maintain assigned accounts, including handling customer phone calls and reconciliations.
Leads the debt collection process for assigned customers.
Reconciles accounts when necessary to collect open balances.
Keeps detailed notes and records of all communications and actions.
Works with sales and other departments to ensure invoices are paid.
Notifies sales when accounts are past due and or being placed with the collection agency.
Works with coworkers to set debt collection strategies.
Answers questions customers have about billing statements/open invoices.
Keeps track of payment due dates and sends reminders.
Updates the account status when the debt has been paid.
Investigates billing errors and disputes and follows up with customers.
Sends necessary paperwork to customers.
Maintains confidentiality and the utmost discretion.
Timely escalates relevant issues and/or negotiates payment plans based on the department’s processes and procedures and/or consultation with the supervisor as applicable.

Minimum of 2 years of collections experience.
Ability to work within a fast-paced, goal-oriented collections department. Placing a high-volume of phone calls to delinquent clients based on the contract terms and follow-up emails.
Excellent organizational skills, including timely input into the system of brief, accurate, detailed & relevant notes of conversations and other correspondence; timely follow up on action items.
Excellent verbal and written communication and follow-up skills.
Proficient with Word and Excel and Salesforce/CRM.
Multi-tasker, able to make independent decisions.
Flexibility to work evenings or weekends as business requires.
Ability to establish good rapport with clients, sales, and other departments.

Collections Specialist

Key skills