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.