Collection Specialist / Customer Service

Summary of Position

The Collection Specialist is responsible for preventing accounts from becoming delinquent by monitoring customer accounts and performing in-house collection efforts.

Essential Job Functions

• Initiates telephone and / or email contact with internal & external customers with amounts past due, determining reason and arranging for collection or adjustment to correct errors in accounts. Accept incoming phone calls to handle billing issues and / or process payments and issue credits.
• Goal is make at least 30 to 40 calls a day in order to keep accounts on track and follow up with promise to pay calls.
• Follow up on calls and email, fax or mail copies of invoices as required.
• Make outgoing collection calls to customers that are at risk of having their services interrupted due to non-payment.
• Perform credit evaluations for new or renewal business to determine credit worthiness.
• Process credit card payments on accounts and resolve questions and issues on accounts.
• Assist the sales department in account set up by setting credit limits and terms.
• Run daily reports credit hold report, credit balance report and aging reports.
• Verify that all customers that have made payments to bring the accounts current and are placed back on schedule for service in an accounts has been on credit hold.
• Run collection manager and highlight all customers that need to be contacted for payment before billing cycle processes.
• Complete the weekly top 30 aging account report to the company CFO and others required.
• Run Aging reports and update notes in system regarding status of payment on accounts.
• Coordinate with offsite collections specialist on collection strategies and problem accounts. Upload account information to outside collection's company as required.
• Provide back up for customer service, Accounts Receivable Clerk as necessary.

Other Job Responsibilities

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