Western Regional Collections Specialist
About The Position
The Regional Collections Specialist supports regional accounts receivable functions, with an emphasis on collections. The role applies accounts receivable knowledge to review customer invoices, document and apply payments, and reconcile bank transactions with MEI’s accounting systems. The specialist monitors accounts across an assigned geographical region, works with customers and internal teams to resolve discrepancies, and supports accurate and timely cash receipts and reporting. The position works with regional accounting, corporate accounts receivable, sales teams, project managers, and customers. It includes high-volume customer contact regarding past-due accounts, documentation of collection activity in Microsoft D365, month-end support, reporting, and administration of the lien process using Levelset. The work is performed in a climate-controlled office environment and is full-time, typically Monday through Friday, 8:00 a.m. to 5:00 p.m.
Requirements
- High school diploma or equivalent.
- At least two years of collections experience, including cold-calling and high-volume calling.
- At least two years of demonstrated experience with professional accounting software, such as Microsoft Dynamics 365, Sage, SAP, or QuickBooks.
- At least two years of experience with Microsoft Office applications, with strong proficiency in Excel.
- Solid understanding of accounts receivable processes and best practices.
- Excellent teamwork and problem-solving skills.
- Good time-management skills and ability to meet time-sensitive deadlines.
- Ability to maintain confidentiality, act with integrity, use discretion and good judgment with sensitive matters, and safeguard confidential information.
- Strong collection experience and comfort with cold-calling and collection efforts.
- Ability to remain calm and professional and represent MEI well in customer relations.
- Ability to work in a high-functioning team environment.
- Honesty, integrity, professionalism, open communication, pride in work, and commitment to quality service and strong daily performance.
Nice To Haves
- Prior accounts receivable experience.
- Knowledge of Generally Accepted Accounting Principles (GAAP).
Responsibilities
- Contact customers about past-due accounts, including making a high volume of calls and logging call information.
- Perform collection duties and document all collection-related communications for the region.
- Document tasks and notes in Microsoft D365.
- Prepare account analyses, including accounting allocations to regional offices and multiple departments.
- Coordinate with the regional accounting manager, accounting supervisors, and corporate accounts receivable to escalate collections as needed.
- Evaluate and advise management on when customer-account bad debts should be written off.
- Research customer needs and expectations with the regional sales team to support quality service.
- Work with project managers and others to provide customers with backup documentation.
- Monitor assigned regional accounts to ensure payments and cash receipts are received, recorded, and up to date.
- Research and resolve invoice discrepancies and issues, and report discrepancies as necessary.
- Assist with month-end closing procedures and deadlines.
- Produce monthly reports for designated accounting and sales personnel, maintain accurate electronic historical records, and prepare ad hoc reports as needed or requested.
- Maintain confidentiality of organizational and customer information and processes.
- Identify, research, and ensure timely processing of payments, errors, and corrections; coordinate with customers and others to resolve discrepancies completely and correctly.
- Understand and administer the lien process using Levelset.
- Perform other duties as necessary or assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
