Front End Collections TM Specialist

Delegate CX

Home-Based Front End Collections TM Specialist managing customer deposits and project documentation for a roofing partner. Collaborating with internal teams to ensure smooth project processes across the sales cycle.

Posted 6/12/2026full-timeRemote • 🇵🇭 PhilippinesJuniorMid-Level💰 ₱40,000 - ₱43,000 per monthWebsite

About the role

Key responsibilities & impact

Review customer files, contracts, insurance documents, and project information to determine required deposits and out-of-pocket expenses
Contact customers to collect deposits and secure payments before project commencement
Verify payment amounts based on insurance coverage, project scope, and customer obligations
Maintain accurate records of customer communications, payment activity, and account status
Follow up on outstanding deposits and payment commitments in a timely manner
Collaborate with sales, project management, and operations teams to ensure smooth project progression
Resolve customer questions related to deposits, payments, and project financial requirements
Document collection activities and update internal systems with accurate account information
Monitor accounts and identify potential collection issues before they impact project timelines
Assist with reporting and tracking collection metrics as required
Perform additional collections and administrative support tasks as assigned

Requirements

What you’ll need

Bachelor's degree in Business Administration, Finance, Accounting, or a related field preferred.
2–4 years of collections, accounts receivable, customer service, or related experience
Previous construction industry experience required
Roofing industry experience strongly preferred
Excellent verbal and written English communication skills.
Ability to work overnight or graveyard shifts in Philippine time or within U.S. operating hours.
Proficiency in Microsoft Office applications, particularly Excel and Outlook
Experience in maintaining accurate records and documentation
Familiarity with CRM systems and collections software
Ability to read and understand customer contracts, project documentation, and insurance paperwork
Understanding of insurance claim processes and customer out-of-pocket obligations
Experience with AccuLynx is a plus
Native or neutral English accent is highly preferred
Ability to learn roofing terminology and industry processes quickly

Benefits

Comp & perks

Industry-leading salary packages
Permanent work-from-home setup
Company equipment provided
Internet stipends upon regularization
HMO Coverage
PTO credits and service incentive leaves
Major spring and winter company live events
Monthly employee appreciation virtual events
Company-provided career skills training courses
A company culture focused on your personal and professional growth

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

collectionsaccounts receivablecustomer servicerecord keepingdocumentationinsurance claim processesproject documentationfinancial reportingcollection metrics trackingroofing terminology

Soft Skills

communication skillscollaborationproblem-solvingattention to detailtime managementcustomer relationsadaptabilityorganizational skillsability to work under pressureability to learn quickly

Certifications

Bachelor's degree in Business AdministrationBachelor's degree in FinanceBachelor's degree in Accounting