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Collections Specialist

Collections Specialist

Robert HalfSan Antonio, TX, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

We are looking for a motivated and detail-oriented Collections Specialist to join our client’s team in San Antonio, Texas on a contract basis. In this role, you will focus on Business-to-Business (B2B) collections, leveraging your expertise with ComputerEase and Microsoft Excel to ensure timely payments and accurate account management. This position is ideal for professionals who thrive in fast-paced environments and are dedicated to maintaining strong client relationships while achieving collection targets.

Responsibilities :

  • Manage a portfolio of B2B accounts, ensuring timely and effective collection of outstanding balances.
  • Reconcile accounts by investigating discrepancies and documenting payment arrangements within ComputerEase.
  • Track and record collection activities, creating detailed reports using Microsoft Excel to monitor account statuses.
  • Collaborate with internal teams, including Accounts Receivable and Sales, to address unresolved payment issues and discrepancies.
  • Identify and recommend process improvements to enhance the efficiency of collection workflows.
  • Ensure compliance with company policies and industry standards while safeguarding sensitive financial information.
  • Communicate professionally with clients to resolve payment issues and maintain positive working relationships.
  • Monitor payment trends and analyze data to propose effective resolutions for overdue accounts.
  • Escalate complex collection cases to appropriate departments for further resolution when necessary.
  • Minimum of 2 years of experience in a B2B credit or collections role.
  • Proficiency in ComputerEase software and advanced Microsoft Excel skills, including formulas and pivot tables.
  • Strong written and verbal communication abilities for clear and effective client interactions.
  • Analytical skills to identify account discrepancies and propose actionable solutions.
  • Exceptional organizational skills to manage multiple accounts and meet deadlines efficiently.
  • Ability to handle challenging conversations with tact and attention to detail.
  • Familiarity with basic accounting principles is preferred.
  • Experience in industries such as construction or engineering is a plus.
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Collection Specialist • San Antonio, TX, US

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