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Collections Specialist

Department: G&A
Location: Westlake, TX

Collections Specialist

Division: Corporate

Location: Westlake, TX (Hybrid; Wednesdays in the office)

Team: Finance – AR/Collections

Reporting To: Global AR Collections Manager

Role Profile

The Corporate AR/Collections Specialist is responsible for contacting customers and collecting payment on past-due invoices. This position requires a strong individual who can effectively communicate across multiple departments (Finance, Accounting, Sales, Customer Support, etc.) and who is adept at negotiating payment arrangements when needed. The individual will work closely with the Billing and Cash Applications functions to ensure customer accounts are accurate and processed in a timely manner.

Responsibilities

  • Collects past due or delinquent customer accounts via calls and emails (cases)
  • Answer incoming customer calls and emails (cases)
  • Escalate disputes to a Dispute Analyst in a timely manner
  • Arrange payment plans for customers
  • Responds to customer inquiries relating to invoices, providing the necessary information to support customers in approving our invoices for payment.
  • Communication with sales, billing, and cash applications regarding collection and customer account-related issues, where needed
  • Monthly review of customers with older outstanding balances, recommending next steps to Business Unit Leaders
  • Escalate unresolved accounts to Dispute Analysts to prepare third-party collection agencies to collect balances.

This role plays a vital part in month-end and year-end accounting processes, and, as such, additional evening and weekend work during these periods may be required.

Qualities and Skills Required

  • Minimum of at least 6 months’ collections experience required (ideal candidates are those with B2B Collections Experience).
  • Commitment to producing accurate and high-quality work.
  • Experience in recording information regarding collection efforts.
  • Advanced customer service experience.
  • Salesforce experience and advanced Excel skills are a plus.
  • Strong work ethic and demonstrates persistence in overcoming obstacles, as it relates to Customer relations.
  • Strong personal organization, communication, and management skills.
  • Excellent interpersonal and communication skills -- both written and verbal.
  • Strong analytical and problem-solving skills.

This job description describes the general duties of the role and is not intended to be an exhaustive list of tasks and responsibilities. You may be required to undertake any additional tasks or responsibilities as identified by your manager that would reasonably be expected to come under the general scope of this role profile. This job description may be reviewed and updated from time to time in accordance with business needs.

 

 

 

 

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