Remote Collection Specialist

Job Description

REQUIREMENTS

• 2+ years of experience with collections with outgoing communication with past due customers
• Proficient with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and Adobe Acrobat.
• Strong written, oral, and interpersonal communication skills for interacting with customers and internal stakeholders.
• Excellent attention to detail, accuracy, and organizational skills.
• Proven analytical and problem-solving abilities.
• Able to effectively prioritize and execute tasks to meet project deadlines and accomplish department goals.
• Experience working both independently and, in a team-oriented, collaborative environment.
• Able to demonstrate and hold others accountable for organizational values.

PREFERRED

• Proficient in using accounting software and related tools (e.g. Microsoft Dynamics 365 Business Central).
• Analytical mindset with the ability to interpret financial data and provide actionable insights.
• Knowledge of relevant regulations and compliance standards (e.g., GAAP, SOX) is desirable.

RESPONSIBILITIES

• Contact clients via phone, email, and other communication channels to facilitate the timely collection of outstanding invoices.
• Review and analyze aging reports to prioritize collection efforts and develop a collection strategy.
• Maintain accurate records of communication and collection efforts using the company’s ERP (Microsoft Dynamics 365 Business Central).
• Identify and escalate potential collection issues or disputes to management for resolution.
• Prepare and send collection letters, statements, and notices to delinquent clients in compliance with legal and regulatory requirements.
• Monitor and manage unapplied cash and unallocated payments to ensure accurate application to customer accounts.
• Provide exceptional customer service to clients, addressing inquiries related to billing, payments, and account status.
• Generate regular reports and updates on collection performance, outstanding balances, and trends to management.
• Participate in regular team meetings to share insights, strategies, and best practices for improving the collections process.
• Performs other related duties as assigned.

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