Collections Representative

Aston Carter•Stuart, FL

4d•Onsite

About The Position

The Collections Representative manages a high-volume portfolio of accounts receivable, focusing on timely collections, accurate account reconciliation, and professional customer communication. This role analyzes AR metrics such as Days Sales Outstanding (DSO), aging buckets, and trends to prioritize collection efforts, while resolving discrepancies and maintaining detailed documentation. The position suits a detail-oriented, quota-driven professional who is comfortable with outbound calls, B2B collections, and working both independently and as part of a collaborative team.

Requirements

Strong understanding of Accounts Receivable processes, including DSO, aging buckets, and AR trends.
Minimum 3–5 years of professional collections experience.
Experience in a quota-driven collections environment with daily call and collection targets.
Ability to read, comprehend, and follow written and verbal instructions and correspondence.
Strong written communication skills with the ability to draft professional correspondence.
Solid mathematical aptitude, including calculations involving U.S. currency, weights, measurements, volume, and distance.
Ability to multitask, prioritize effectively, and adapt to changing priorities in a high-volume environment.
Strong problem-solving skills with a willingness to research and resolve issues independently.
Ability to work both independently and collaboratively in a team setting.
Typing speed of 45–50 words per minute with minimal errors.
Proficiency in Microsoft Outlook and Microsoft Excel.
Comfort using office equipment, including a 10-key adding machine.
Collections customer service experience, including outbound and call center-style collection calls.
Experience working with receivables, aging reports, reconciliation, invoice entry, accounting, credit, and negotiation.
High school diploma or GED.

Nice To Haves

Approximately 3 years of B2B collections experience preferred.
Associate’s degree in Accounting or Business preferred.
B2B collections experience preferred, particularly with medium to large organizations.
Prior accounts receivable experience is a plus.
Strong collections experince with some credit analysis experience preferred.
Collection agency experience is a plus.
Familiarity with franchise environments and parent/child account structures is a plus.
Experience with JDE or similar accounting/ERP software preferred.
General computer literacy and proficiency with Microsoft Office applications.
Demonstrated ability to deliver strong customer service while managing difficult collection conversations.
Comfort working toward defined quotas and performance metrics.

Responsibilities

Analyze accounts receivable balances, including DSO, aging buckets, and AR trends to identify and prioritize collection activities.
Monitor customer payment activity and follow up on past-due invoices through outbound phone calls, email, and written correspondence.
Conduct collections calls in a professional, customer-focused manner to negotiate payment arrangements and resolve outstanding balances.
Research and resolve account discrepancies, payment issues, and customer inquiries, ensuring accurate and timely resolution.
Prepare, maintain, and update accurate documentation, reports, and detailed account notes for all collection activities.
Accurately perform mathematical calculations related to invoicing, payments, credits, and adjustments using whole numbers, fractions, and decimals.
Use a 10-key adding machine and other office equipment for data entry, reconciliation, and verification of account information.
Review aging reports regularly to determine collection priorities and escalate issues as appropriate.
Collaborate effectively with internal teams, including accounting, credit, and customer service, to resolve complex account issues.
Draft and send professional written correspondence related to collections, payment plans, and account status updates.
Manage a daily outbound call volume of approximately 35 calls (up to 50 on blitz days) while meeting a daily collection goal of $8,500 per collector.
Work efficiently in a quota-driven environment, consistently striving to meet or exceed collection and productivity targets.
Multitask and prioritize workload effectively in a high-volume setting, managing interruptions and unexpected situations with professionalism.
Maintain strong customer service standards while balancing firm collection practices and negotiation strategies.
Utilize accounting or ERP systems, such as JDE or similar platforms, for invoice entry, account review, and reconciliation.
Support credit analysis efforts by providing account insights and payment history as needed.
Work independently with minimal supervision while contributing positively to a collaborative team environment.