Collections Specialist

We are seeking a dedicated Collections Specialist to join our Accounting Operations team. In this role, you will manage a high-volume portfolio of accounts receivable (AR), working cross-functionally with internal teams and directly with customers to resolve overdue balances and maintain positive business relationships. If you are detail-oriented, possess strong analytical skills, and enjoy contributing to process improvement, we want to hear from you!

Key Responsibilities:

Review weekly aging reports and actively follow up with customers on overdue balances to accelerate collections.

Oversee a dynamic portfolio of approximately 700 active AR accounts.

Collaborate closely with internal departments and external customers to keep accounts reconciled and in good standing.

Investigate and address customer claims and account disputes promptly.

Apply cash receipts and reconcile assigned accounts; provide backup support for team cash application duties.

Perform credit reviews and recommend suitable credit limits for customers.

Research and process refund requests for customers with long-standing credit balances.

Supply customers with invoice copies and monthly statements as needed.

Review and authorize work order releases for accounts exceeding credit limits.

Partner daily with branch Customer Service Representatives and Managers to ensure exceptional AR service.

Assist with AR-related vendor documentation, including W9 forms and account setup for governmental agencies.

Evaluate and approve requests for credit limit increases.

Maintain tax-exempt status and update related tax applications in Vertex.

Handle credit balance documentation and facilitate customer refund requests.

Prepare, review, and mail monthly statements in a timely fashion.

Process incoming credit card payments and prepare deposits for checks not routed to the lockbox.

Digitize and upload key customer documentation in internal systems.

Embrace and adapt to emerging technology and new software solutions.

Support accounting and finance special projects, such as audit documentation requests.