Collections Specialist

Position Summary

The Collections Specialist is responsible for managing past-due customer accounts and driving timely payment through proactive outreach, dispute resolution, and consistent follow-up. This role plays a key part in improving cash flow, reducing delinquency, and maintaining positive customer relationships while enforcing company credit and collection policies.

Key Responsibilities

Collections & Customer Follow-Up

• Proactively contact customers via phone, email, and written correspondence regarding outstanding and past-due balances
• Manage an assigned portfolio of accounts, prioritizing collection activity based on risk and aging
• Negotiate payment plans and resolve delinquent balances in accordance with company policies
• Document collection efforts, customer communications, and commitments to pay within the ERP system

Dispute Resolution

• Investigate payment delays, short pays, and invoice discrepancies
• Coordinate with Billing, Sales, Customer Service, and Operations to resolve disputes efficiently
• Track and follow up on open issues to ensure timely resolution and payment

Account Monitoring & Reporting

• Monitor daily AR aging and escalation thresholds
• Provide updates on collection status, risks, and trends to management
• Assist with cash forecasting by reporting expected payments and collection timelines

Compliance & Process Support

• Ensure adherence to company credit policies and internal controls
• Recommend accounts for credit hold, escalation, or further action when necessary
• Support audit requests by providing documentation of collection efforts

Qualifications

Required

• 2+ years of experience in collections, credit, or accounts receivable
• Strong verbal and written communication skills with a professional, customer-service mindset
• Experience handling difficult conversations while maintaining strong customer relationships
• Proficiency with ERP systems (NetSuite, SAP, Oracle, Microsoft Dynamics, or similar)
• Strong organizational skills and ability to manage multiple priorities

Preferred

• B2B collections experience
• High-volume or fast-paced environment exposure
• Construction, property management, manufacturing, or service-based industry experience
• Intermediate Excel skills for tracking and reporting