B2B Collections Specialist

Aston Carter•Jacksonville, FL

4d•$20 - $30•Remote

About The Position

The Collections Specialist manages accounts receivable aging for assigned locations and subsidiaries, including escalated accounts that require a higher level of collection effort. This role focuses on reducing past-due balances through high-volume, professional customer contact via phone and email, preparing collection correspondence, and coordinating with internal stakeholders to resolve complex collection issues. The Collections Specialist also ensures accurate account documentation, maintains data integrity within ERP and CRM systems, and protects the security and privacy of customer information while working in a fast-paced, fully remote environment.

Requirements

At least two years of experience in collections and credit work.
Bilingual communication skills, with the ability to communicate clearly and professionally in more than one language.
Strong customer service focus, with the ability to handle difficult conversations while maintaining a professional and respectful tone.
Proficiency in handling high call volume, consistently performing 30–35 collection calls per day.
Excellent verbal and written communication skills for interacting with customers and internal stakeholders.
Ability to work effectively in a fast-paced environment, managing multiple accounts and priorities simultaneously.
Proficiency in Microsoft Office Suite or related software.
Experience working with ERP systems in a collections or accounting context.
Ability to use multiple software platforms, including CRM and ERP systems, during daily work.
Strong typing skills and data entry accuracy, with the ability to input information quickly and correctly.
Ability to work both independently and as part of a team to achieve collection goals.
Basic understanding of statistics and data analysis to interpret account information and collection trends.
Basic understanding of state and federal collection laws, including the Fair Debt Collection Practices Act and the Fair Credit Reporting Act.

Nice To Haves

High school diploma or equivalent required; associate or bachelor’s degree preferred but not mandatory.
Experience with ProfitZoom and Sedona ERP systems.
Experience with Microsoft Dynamics is a plus, particularly for cross-training and supporting transitions from that ERP.
Previous experience in a fast-paced, remote work environment.
Strong attention to detail when monitoring accounts, documenting activities, and reconciling balances.
Ability to adapt to multiple software tools and learn new systems as needed.
Demonstrated reliability and discipline in managing time and meeting daily activity targets in a remote setting.

Responsibilities

Manage the accounts receivable aging report for assigned locations, subsidiaries, and escalated accounts that require advanced collection efforts.
Conduct direct collection activities through phone calls and emails to customers, maintaining a call volume of approximately 30–35 calls per day.
Prepare formal collection letters and request attorney involvement when necessary to support collection actions.
Evaluate and recommend accounts for third-party collection and/or write-off based on collection outcomes and established guidelines.
Communicate regularly with the Collections Manager regarding the status of past-due accounts and situations requiring additional leverage or escalation.
Monitor, investigate, and resolve financial discrepancies related to customer accounts and invoices.
Maintain detailed notes and documentation on accounts to accurately reflect collection efforts, customer responses, and next steps.
Work returned statements to collect outstanding debt, obtain updated customer contact information, and ensure ERP systems reflect current and accurate data.
Update and utilize ERP and CRM systems to track collections activity, reconcile accounts, and support reporting and analysis.
Ensure the security and privacy of customer information and files in accordance with applicable policies and regulations.
Apply a basic understanding of applicable state and federal collection laws, including the Fair Debt Collection Practices Act and the Fair Credit Reporting Act, during all collection activities.
Perform other related duties as assigned to support the overall effectiveness of the collections function.