Collections Specialist

This is a fully remote position, open to applicants in California.

📋 Description

• Oversee a designated portfolio of customer accounts and execute timely collection activities for outstanding and overdue receivables.

• Analyze accounts receivable aging and prioritize follow-up actions based on balance, delinquency, payment history, risk factors, and agreed next steps.

• Reach out to customers via phone and email to address overdue balances, verify invoice status, and secure payments.

• Acquire and document payment commitments or approved arrangements, and follow up on missed or upcoming commitment dates.

• Accurately log collection activities, customer interactions, payment commitments, and account statuses in approved systems.

• Maintain professional relationships with customers while consistently applying collection policies and safeguarding confidential information.

• Investigate disputed or delinquent balances utilizing invoices, contracts, billing records, payment history, credits, and customer correspondence.

• Collaborate with Sales, Customer Service, Billing, and other internal teams to address account discrepancies and customer issues.

• Document the causes of disputes, decisions made, supporting records, and final resolutions to ensure an accurate audit trail.

• Communicate account statuses, payment commitments, disputes, collection risks, and necessary actions to the AR & Collections Manager and relevant stakeholders.

• Monitor assigned tasks, adhere to follow-up dates and reporting deadlines, and promptly address capacity or priority conflicts.

• Assist with AR email responses, cash-receipt administration, electronic filing, archiving, mailing, or courier tasks as business needs arise.

• Carry out additional finance duties as assigned.

⛳️ Requirements

• A high school diploma or equivalent is mandatory.

• An associate degree or relevant coursework in accounting, finance, or business is preferred.

• One or more years of experience in accounts receivable, collections, billing, cash application, customer service, or finance operations is preferred but not mandatory.

• Experience in managing customer accounts or a business-to-business collections portfolio is advantageous.

• Familiarity with ERP, CRM, accounting, or collections systems such as Salesforce or Great Plains is preferred.

• Strong professional telephone and written communication skills are essential.

• A working knowledge of accounts receivable aging, collections, account reconciliation, cash application, and collection documentation is preferred.

• Basic Excel skills, including data input, management, validation, and report preparation are required.

• Proficient research, analytical, reconciliation, and problem-solving skills are essential.

• Excellent organization, time management, follow-through, and attention to detail across multiple customer accounts and deadlines are necessary.

• Ability to maintain accurate records, exercise sound judgment, and handle customer and financial information confidentially is crucial.

• Must be authorized to work in the United States without requiring visa sponsorship.

🏝️ Benefits

• Opportunity for remote work.

• No travel required.

• Commitment to equal opportunity employment and nondiscrimination.

• Reasonable accommodations for qualified individuals with disabilities.

• Authorized U.S. work without a visa sponsorship requirement.