Front End Collections TM Specialist

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

📋 Description

• Assess customer files, contracts, insurance papers, and project details to identify necessary deposits and out-of-pocket costs.

• Reach out to customers to collect deposits and secure payments prior to the start of projects.

• Confirm payment amounts in accordance with insurance coverage, project scope, and customer responsibilities.

• Keep precise records of customer interactions, payment activities, and account status.

• Follow up on pending deposits and payment commitments promptly.

• Work collaboratively with sales, project management, and operations teams to facilitate seamless project advancement.

• Address customer inquiries regarding deposits, payments, and financial requirements for projects.

• Document collection efforts and update internal systems with accurate account information.

• Monitor accounts to identify potential collection issues before they affect project timelines.

• Assist with the reporting and tracking of collection metrics as necessary.

• Carry out additional collection and administrative support tasks as assigned.

⛳️ Requirements

• Bachelor's degree in Business Administration, Finance, Accounting, or a related discipline is preferred.

• 2 to 4 years of experience in collections, accounts receivable, customer service, or a related field.

• Prior experience in the construction industry is a must.

• Experience in the roofing sector is highly preferred.

• Exceptional verbal and written communication skills in English.

• Availability to work overnight or graveyard shifts aligned with Philippine time or U.S. operational hours.

• Proficient in Microsoft Office applications, particularly Excel and Outlook.

• Experience in maintaining accurate records and documentation.

• Familiarity with CRM systems and collections software.

• Ability to read and comprehend customer contracts, project documentation, and insurance paperwork.

• Understanding of insurance claim procedures and customer out-of-pocket obligations.

• Experience with AccuLynx is an advantage.

• A native or neutral English accent is strongly preferred.

• Quick to learn roofing terminology and industry processes.

🏝️ Benefits

• Competitive salary packages that lead the industry.

• Permanent work-from-home arrangement.

• Provision of company equipment.

• Internet stipends upon regularization.

• HMO coverage.

• PTO credits and service incentive leaves.

• Major company live events in spring and winter.

• Monthly virtual events to appreciate employees.

• Career skills training courses offered by the company.

• A company culture dedicated to your personal and professional development.