Collections Specialist

Aston Carter • Appleton, WI

1d • $47,000 - $52,000 • Hybrid

About The Position

The Collections Specialist is responsible for managing and collecting outstanding accounts receivable balances from clients. This role ensures timely payments, maintains accurate records, and builds strong relationships with customers to minimize delinquency while supporting overall financial health of the organization.

Requirements

• At least three years of previous Accounts Receivable and Collections experience in a B2B environment.
• Proficiency in Microsoft Excel, including Pivot Tables, VLOOKUPs, and formulas for data analysis and reporting.
• Experience with NetSuite or a similar ERP system to manage accounts receivable and financial operations.
• Strong knowledge of collections processes, including payment plans, cash application, and reconciliation.
• Hands-on experience with accounts receivable, account management, and financial operations.
• Ability to handle credit card payments and apply payments accurately to customer accounts.
• High level of accuracy and attention to detail in data entry and financial recordkeeping.
• Strong communication skills for phone and email outreach, customer negotiations, and internal collaboration.
• Ability to interpret and work with aging reports, credit limits, and financial risk indicators.
• Organizational skills to manage multiple accounts, inquiries, and deadlines simultaneously.

Nice To Haves

• Associate’s Degree, preferred.
• Experience working with collections and accounts receivable in a structured B2B environment.
• Familiarity with generating and reviewing customer account statements.
• Comfort working with legal and operations teams on matters such as demand letters, bankruptcies, and disaffiliation processes.
• Ability to build and maintain positive customer and affiliate relationships while enforcing payment terms.
• Strong problem-solving skills to investigate and resolve invoice discrepancies and unapplied payments.

Responsibilities

• Monitor accounts receivable aging reports and identify overdue accounts
• Contact customers via phone, email, and written correspondence to collect outstanding balances
• Negotiate payment plans and settlements when necessary
• Resolve billing discrepancies and disputes in a timely manner
• Maintain accurate documentation of all collection efforts and customer interactions
• Collaborate with internal departments (billing, sales, customer service) to resolve account issues
• Recommend accounts for write-off, escalation, or legal action when applicable
• Ensure compliance with all company policies and relevant regulations (e.g., FDCPA if applicable)
• Prepare and distribute reports on collection activity and account status

Benefits

• Full benefits package
• Weekly Pay
• FTO/Holiday/Hybrid policy: - New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day after Thanksgiving, Christmas Day, Birthday

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree