Collections

• The primary responsibility of a debt collector is to follow-up with clients rigorously over calls and emails for payments of overdue invoices.
• Enforcing Policies and procedures related to payment, cancellation, and suspension/termination of customer services
• Accountable for all customer disputes and owning these through to resolution
• To ensure that all activities undertaken are completed in line with our internal controls and published processes
• Undertake Sales Ledger account reconciliations as required
• Respond promptly and completely to both customer and internal enquiries
• Escalation of debt issues to account manager & line manager
• Working closely with order management, customer service, cash applications and sales management teams to resolve customer queries & dispute in time
• Providing general customer service regarding customer refunds, payment forms, payment discrepancies, and tax forms/ procedures, payment histories, statements of account, etc.
• Noting and reporting customer status through account reviews, account notes and meetings with various business stakeholders
• Assisting in the maintenance of customer contact information
• Performing other related tasks as required
• Assist in mutual support and knowledge sharing of the global Credit and Collections team

Collections Agent

• Develop and implement effective collection strategies to recover delinquent accounts, exceeding established targets and performance metrics.
• Conduct thorough research and analysis of customer accounts to understand outstanding balances, delinquency history, and potential reasons for non-payment.
• Proactively contact customers with past-due accounts through phone calls, emails, or letters, adhering to ethical collection practices and legal regulations.
• Communicate effectively with customers, demonstrating empathy and understanding while clearly explaining collection procedures and payment options.
• Negotiate and establish realistic payment plans or arrangements to recover outstanding debts, aiming for a win-win resolution for both the customer and the company.
• Process customer payments (including adjustments and credits) with accuracy and efficiency, ensuring adherence to company policies.
• Manage and update customer account records within the collection system or CRM, maintaining data integrity and security.
• Document all customer interactions and collection activities thoroughly and accurately for future reference and audit purposes.
• Analyze collection data (e.g., call volume, payment rates, skip rates) to identify trends and opportunities for improvement in collection strategies, communication approaches, and overall efficiency.
• Collaborate with internal departments (e.g., legal) to ensure adherence to collection laws and regulations, and escalate complex cases as needed.
• Maintain a professional and positive demeanor throughout all customer interactions, even in challenging situations.
• Coach and mentor junior Collection Specialists, fostering a collaborative and knowledge-sharing team environment.
• Stay up-to-date on industry best practices, collection laws, and regulatory changes impacting the collections process.

Collections Specialist II

• Maintain ownership of the AR Aging with respect to your assigned accounts
• Responsible for inbound and daily outbound collection calls and communications with clients
• Serve as a primary point of contact for clients regarding billing questions, account status, and payment-related inquiries
• Build and maintain professional, collaborative relationships with clients to encourage open communication and timely resolution of account matters
• Responsible meeting established performance metrics related to client outreach activity, including call and communication volume
• Drive measurable improvement in AR aging and past due balances through effective collections and issue resolution efforts
• Collaborate cross functionally to resolve customer disputes
• Assist with payment reconciliation and follow up on unapplied cash, discrepancies and bounced/failed payments
• Assist clients in navigating our customer billing portal, including guiding them through payment processing, autopay setup, and resolving related questions or issues
• Identify root causes and make recommendations for continuous improvement of AR and collections processes
• Negotiate payment plans, when necessary
• Prioritize proactive communications with customers to minimize losses associated with bad debt
• Demonstrate strong customer service skills when handling customer complaints and supporting issue resolution
• Notify management of any financial risk identified
• Make recommendations to put customers on credit hold
• Make recommendations for bad debt write offs
• Assist with cash flow forecasting
• Maintain knowledge of applicable laws, regulations, and compliance standards
• Meet deadlines communicated by management
• Maintain accurate and detailed account notes and collection activity logs
• Maintenance of records for auditing purposes
• Assist with yearly audits
• Additional projects and reporting, as needed.

Collections Specialist

• Contact customers with outstanding balances and work with them to remit payment
• Process customer payments and investigate collections issues
• Manage a portfolio of accounts ensuring timely recovery of outstanding balances
• Leverage negotiation and persuasion skills for payment commitments
• De-escalate challenging situations using active listening and problem-solving
• Utilize multiple systems (Salesforce, Zuora, Internal Portal) to identify and resolve issues
• Document and track collections processes and activities accurately
• Enhance customer retention by explaining community solar benefits
• Perform skip tracing to locate hard-to-reach customers
• Deliver empathetic, solution-driven interactions prioritizing customer experience
• Collaborate within the team and share best practices
• Thrive in a fast-paced, goal-oriented environment
• Communicate effectively with other departments for case management
• Meet departmental KPIs, including dollars collected and call volumes
• Manage multiple daily tasks such as calls, inquiries, and Salesforce cases
• Clearly explain community solar benefits to customers

Collections jobs in Philippines

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Collections Agent

Collections Specialist II

Collections Specialist

Collections Specialist – Solar Industry