Collections

• Correspond with internal staff and customers to resolve inquiries
• Contact customers to secure payment information, address disputes and/or provide necessary backup and documentation
• Form collection strategies to mitigate customer objections to making timely A/R payments.
• Investigate and resolve billing discrepancies or misapplied cash transactions.
• Review all credit balances, refunds, and adjustments, and apply adjustments and/or corrections to corporate billing records.
• Arrange for payment of outstanding and late accounts; escalate transfer to proper authorities as necessary.
• Investigate collection problems and advise customers on corporate A/R policies and procedures.
• Build working relationships with internal departments to resolve customer disputes in a timely manner.
• Recognize improper billing through research and rectify if possible.
• Maintain accurate customer files with all applicable correspondence and report to Management on status as required.
• Credit card payment processing
• Ensure the strict confidentiality and privacy of financial transactions as they relate to the organization and its customers.

Collections Specialist

Job Level

About the role

Requirements

Applicant Tracking System Keywords

Hard skills

Soft skills

Certifications