Billing and Collections Specialist

TaxRise•Irvine, CA

2d•Onsite

About The Position

The Billing and Collections Specialist plays a key role in supporting client satisfaction and financial success by managing payment collections and resolving billing issues. This position involves communicating with clients, lenders, and internal teams to collect outstanding payments, ensure early intervention on delinquent accounts, and provide timely case updates to clients. Ideal candidates are proactive, professional, and solutions-driven with strong communication skills and customer service experience. We’re all about that in-person vibe—this role is 100% on-site!

Requirements

High school diploma or GED; or three years of related experience; or equivalent combination of education and experience.
2 to 3 years of experience in collections, billing or high-volume customer service.
Experience handling sensitive financial information discreetly and ethically.
Strong communication skills—verbal and written; bilingual in English and Spanish preferred.
Solid computer proficiency and typing speed.
Professional demeanor and a client-focused attitude.
Ability to manage multiple tasks in a fast-paced environment.
Strong time management, follow-up, and negotiation skills.
Detail-oriented with a strong ability to problem-solve.

Nice To Haves

Accounting, finance, or tax resolution industry background is a plus.

Responsibilities

Handle a high volume of inbound and outbound calls related to billing and collections.
Pull and review past-due accounts and reach out to clients to collect payment.
Provide lenders and internal teams with accurate and timely case updates.
Resolve billing inquiries with a client-first approach.
Follow up on payment arrangements and assist clients in bringing accounts current.
Identify reasons for account delinquency and escalate complex issues to management.
Ensure accurate and up-to-date client contact information.
Regularly monitor and manage open accounts to identify outstanding debts.
Record payments accurately and maintain organized records.
Explain payment workout options within company guidelines.
Maintain compliance with federal and state regulations related to billing and collections.
Perform general office tasks and additional duties assigned by management.