Accounting, Accounts Receivable, Analysis Skills, Billing, Cash Applications, Communication Skills, Computer Skills, Credit and Collections, Customer Support/Service, Data Entry, Detail Oriented, Documentation, ERP (Enterprise Resource Planning), Lift/Move 20 Pounds, Manual Dexterity, Mathematics, Microsoft Excel, Microsoft Outlook, Microsoft Word, Organizational Skills, Past Due Accounts, Performance Metrics, Physical Demands, Reconciliation, Software Administration, Team Player, Time Management
Collections Specialist I
Department: Accounting / Credit & Collections FLSA: Non-Exempt Reports To: Collections Manager Location: Corporate Office
Position Summary
The Collections Specialist I is an entry-level collections role responsible for managing routine customer account follow-up, resolving basic past due invoices, and supporting cash application efforts. This role focuses on building foundational collections skills, communication discipline, and accuracy in account tracking within a high-volume fuel transportation environment.
Key Responsibilities
- Monitor assigned customer accounts for past due balances • Perform routine collection follow-up via phone and email • Document all collection activity in ERP or AR system • Assist customers with basic invoice questions and payment status updates • Coordinate with Billing to resolve simple invoice discrepancies • Support cash application and account reconciliation activities • Escalate unresolved or complex disputes to senior staff • Maintain organized tracking of aging accounts
Success Profile
- Strong communication and professionalism with customers • Comfortable working in a structured, process-driven environment • High attention to detail in tracking receivables activity • Willingness to learn AR systems and collections processes
Key Performance Indicators (KPIs)
- Timeliness of collections follow-up activity • Reduction in assigned overdue balances
- Accuracy of account documentation
- Response time to customer inquiries
Minimum Qualifications for Considerations:
- High School Education or equivalent
Knowledge, Skills and Abilities:
- Ability to work in a group setting.
- Clear communication skills in dealing with CSC Centers, outside departments and other team members.
- Capable of doing general math and analytical problems.
- Ability to react to change productively and handle essential tasks as assigned.
- Able to maintain confidentiality.
- Strong organizational and time management skills.
- Computer skills (Word, Excel, Outlook, A/S 400, RVI Imaging System, Fuel Quest). Data Entry.
- Able and willing to continue professional development.
Physical Requirements:
- Sitting for long periods of time, walking, finger dexterity, feeling, repetitive motions, talking, hearing and visual activity.
- Occasional lifting (up to 20 pounds of paper)
Working conditions:
- Normal Office environment
U
United Petroleum Transports