Collections Specialist

Communicate with clients and internal teams via email, phone, and other methods to collect payments and resolve outstanding balances. Responsible for managing post-invoice Accounts Receivable tasks, ensuring customer and internal partner satisfaction.

Responsible for managing post-invoice Accounts Receivable tasks, ensuring customer and internal partner satisfaction. Collaborate with various departments to enhance cash flow and support corporate financial objectives.

• Communicate with clients and internal teams via email, phone, and other methods to collect payments and resolve outstanding balances.
• Investigate and reconcile client accounts.
• Conduct collections on overdue accounts.
• Work with internal departments to address AR issues and refine processes.
• Document AR communications in the collections system.
• Generate reports and participate in meetings as needed.
• Handle refunds, write-offs, and other accounting tasks.
• Respond to customer information requests, such as address updates and account statements.
• Review and manage order shipping holds daily.
• Oversee credit restrictions regularly.
• Process credit card transactions.
• Code incoming check and cash payments.
• Provide AR data for periodic review meetings.
• Create and distribute monthly account statements.
• Compile monthly aging reports to monitor key performance indicators.
• Inform supervisors of any cash flow issues or opportunities.
• Engage in cross-training and other assigned tasks.
• Maintain a professional appearance at all times.
• Follow and enforce all safety protocols.

Minimum Qualifications

• Basic computer skills, including MS Office and intermediate Excel.
• Experience with ERP systems (2 years).
• Customer service experience (2 years).
• Accounts Receivable/Finance experience (2 years).

Preferred Qualifications

• Familiarity with SAP for AR and billing reports.
• Knowledge of construction industry billing practices.

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