Collections Engagement Specialist

PROSITES INCMurrieta, CA
11d

About The Position

As a Collections Engagement Specialist, you will work closely with the Collections Operations Analyst to monitor the company's Accounts Receivable ledger to identify overdue accounts. You will interact with customers daily by phone and email attempting to collect outstanding balances while providing regular status updates of unpaid accounts.

Requirements

  • High School Diploma (or equivalent) required
  • Excellent written and verbal communication skills.
  • Strong organizational skills.
  • Proficiency in Microsoft Office tools.

Nice To Haves

  • Associate degree preferred.
  • Intermediate to advanced Excel skills preferred.
  • Experience with SageIntacct and Salesforce are a plus.
  • Merchant credit card billing experience preferred.

Responsibilities

  • Monitor customer accounts for overdue payments.
  • Assist with collection calls and email communications efforts for past due accounts.
  • Investigate Salesforce client communications.
  • Communication of payment issues to cash operations for further reconciliation.
  • Update account records with collection activity notes and outreach attempts.
  • Process client payments and refunds.
  • Other duties as assigned by management.
  • Regular and reliable attendance is expected as this is a full-time position.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

11-50 employees

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