Collection Services Analyst

Veritiv•Carrollton, TX

5d•Hybrid

About The Position

The Collection Services Analyst carries out accounting clerical duties related to a specific accounting function. The role monitors a portfolio of customer accounts and works to facilitate timely invoice payment and recover delinquent receivables. It involves communicating with customers and internal partners, gathering information needed to secure payment, researching and resolving account issues, maintaining accurate customer records, documenting collection activity, and preparing reports on collection status and delinquency issues. The position is hybrid.

Requirements

3–5 years of related job experience.
Ability to manage multiple projects, work under pressure, and adapt to sudden changes in the work environment.
Basic experience with simple office or operational systems.
Excellent verbal, written, interpersonal, and diplomacy skills.
Experience planning, managing, and organizing resources within short- and medium-term timeframes and within an overall policy framework.
Proficiency with Microsoft Office Suite.
Strong customer service skills, including being friendly, courteous, and helpful.

Nice To Haves

Bachelor's degree preferred.

Responsibilities

Contact customers by phone and email about delinquent invoices, credit memos, invalid deductions, on-account payments, customer disputes, and terms discrepancies.
Obtain information needed to facilitate payment, including invoice copies, proofs of delivery, credit memos, DFR details, and on-account payment information.
Monitor a portfolio of accounts and initiate action to encourage on-time invoice payment and recover delinquent receivables.
Establish and maintain positive relationships with internal and external customers.
Identify and follow up on customer payment issues related to terms of sale.
Research and resolve customer disputes and other account issues.
Access third-party invoicing systems and enter invoices for customers to enable payment.
Follow up consistently to ensure customer information requests are satisfied and commitments are met.
Document customer collection contacts, including promises to pay, agreements, and information requests.
Inform the Manager about issues affecting corporate DSO and receivable delinquency objectives.
Ensure customer billing addresses and terms are accurately reflected in the Customer Master File.
Prepare reports on collection activity and key delinquency issues.
Reconcile account balances and follow up on unauthorized short payments and overpayments, unless handled by the Deductions team.
Identify and reconcile sales tax deductions by collecting them or obtaining the required exemption certificate.
Process credit card payments as required and ensure they are approved.

Benefits

Healthcare benefits, including medical, dental, vision, and a health savings account.
Life, AD&D, and disability insurance.
401(k).
Paid time off.
Tuition reimbursement.
Employee assistance program.
Extensive training opportunities.
Professional development programs, career pathing, and mentorship opportunities.
Employee Resource Groups and a recognition platform.
Other fringe benefits.