Collections Specialist

Job Details

As a Collections Specialist I, you will play a crucial role in managing and maintaining customer accounts, ensuring timely payments, and resolving discrepancies. Your responsibilities will involve working through internal worklists, conducting research on short-paid invoices, and collaborating with various internal departments to address billing and process issues. Effective communication with both internal and external contacts is essential to ensure smooth account management and customer satisfaction.

Key Responsibilities

• Review and manage daily internal worklists, coding and notating actions taken for management’s metrics and escalated interventions.
• Utilize company-specific software to run and format daily queries showing productivity trends on customer aging accounts.
• Provide weekly account balance spreadsheets and necessary information to customers and the operations team.
• Conduct detailed research on short-paid invoices, utilizing multiple financial applications to identify billing and process discrepancies.
• Collaborate with billing and operations departments to discuss errors/discrepancies and develop corrective action plans.
• Notify internal departments of contractual collection and billing processes for identified cases.
• Act as a liaison between assigned customers and internal departments to resolve billing issues and process conflicts.
• Ensure accurate and timely daily notations and updates of customer accounts in the financial system for management review.
  
  
  

Qualifications

• High school diploma or GED equivalent.
• 0-1 years of experience (Entry level).
  
  
  

Preferred Qualifications:

• At least 1 year of experience in Finance Accounts Receivable (A/R).
• Previous experience in transportation/logistics office is a plus.
• Experience in business-to-business collections is an advantage.