Collection Specialist

Roles and Responsibilities

Collections : -

• Work closely together with the different departments within the order to cash cycle, along with customers to ensure accounts are accurate and up to date
• Manage collection activities such as sending follow-up email inquiries and phone calls regarding outstanding customer account balances
• Keep detailed records of correspondence with customers on overdue items to ensure evidence of actions taken is always available
• Investigate and resolve internal and external customer inquiries related to invoice status and issues
• Provide customers with statements, invoices, and assistance as needed to facilitate payments
• Notify sales team of delinquent accounts and any actions being taken
• Timely escalate accounts for assistance when issues are identified or where appropriate

Cash Receipts

• Review daily bank activity and apply cash receipts to customer invoices
• Review and reconcile customer overpays, short pays and discrepancies
• Follow up with customers to obtain sufficient remittance advices to accurately post cash received"

Profile

• 2-5 years of cash collections or Accounts Receivable experience, preferred
• Previous experience with NetSuite and Salesforce is preferred, otherwise, able to learn new ERP systems quickly
• Proficiency with Microsoft Office suite, in particular, Excel, Word, and Outlook
• Strong written and verbal communication skills with a focus on customer service
• Positive attitude and strong teamwork skills with ability to establish and maintain positive and effective working relationships
• Ability to quickly understand customer issues and resolve in a professional manner
• Works independently and as part of the team