Collection Specialist - HC
About The Position
The primary purpose of this role is to carry out collection activities to keep customer accounts current and ensure the company’s liquidity status. This involves following up on payments, carrying out collection and reporting activities according to specific deadlines, and reconciling accounts with quick resolution. The specialist will monitor customer account details for non-payments and irregularities related to delayed payments, collect data for monthly metrics, and investigate and resolve customer queries. Processing A/R adjustments, organizing a recovery system, and initiating collection efforts against a weekly/monthly aging are also key responsibilities. The role requires communicating with customers via phone, email, mail, or in person, and developing relationships to understand their needs, payment habits, and business. Assisting with month-end closing and performing additional duties as requested are also part of the role.
Requirements
- High school diploma or general education degree (GED).
- 3 to 5 years of A/R experience.
- Proficiency in Microsoft Word, Excel, PowerPoint and Outlook is required.
- Proficiency and familiarity with ERP Systems.
- Must be process oriented and strive for consistency and standardization.
- Must be able to perform in a collaborative, dynamic environment with regularly shifting priorities.
- Must be self-motivated in order to meet high demands of the position / department.
- Demonstrate accuracy and thoroughness with a focus on quality.
- Monitors own work to ensure quality.
- Follows through on commitments.
- Demonstrable and effective communication and interpersonal skills.
- Must use time effectively and possess excellent organizational skills.
- Ability to read and comprehend simple instructions, short correspondence and memos.
- Ability to write reports and correspondence.
- Ability to speak effectively before groups of customers or employees of the organization.
Nice To Haves
- Ability to occasionally travel domestically related to job positions and or project work.
Responsibilities
- Follow up, collection and allocation of payments.
- Carry out collection and reporting activities according to specific deadlines.
- Reconciliation of accounts with quick resolution.
- Monitoring of customer account details for non-payments.
- Monitoring of customer account activity related to delayed payments and other irregularities.
- Collect data and prepare monthly metrics.
- Investigate and resolve customer queries.
- Process A/R adjustments.
- Organizing a recovery system and initiate collection efforts against a weekly / monthly aging.
- Communicating with customers via phone, email, mail or personally.
- Develop a relationship with customers, understanding their needs, payment habits and business.
- Assist with month-end closing.
- Additional duties as requested or required.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
