Accounts Receivable / Collections Specialist

Title: Accounts Receivable / Collections Specialist

Key Responsibilities:

• Conduct proactive outreach (calls and emails) to business clients regarding overdue invoices and payment terms
• Manage account aging reports and prioritize outreach based on risk and balance
• Address client billing inquiries and resolve discrepancies related to statements or charges
• Apply credits, manage payment postings, and coordinate with internal teams for reconciliations
• Review and approve/reject orders based on outstanding balances and credit status
• Prepare forecasts and account updates for management review
• Document client interactions thoroughly, maintaining compliance with internal protocols
• Set up customers in the client portal and assist with payment processing (credit card/ACH)
• Provide reporting on delinquency, cash collection status, and month-end support
• Participate in departmental improvement initiatives and software/system rollouts as needed

Qualifications:

• 3+ years of relevant experience in Accounts Receivable or Commercial Collections
• Strong understanding of account reconciliation and billing processes
• Proficiency with Excel and Microsoft Office Suite
• Experience with AR platforms (Bill Trust and/or Microsoft D365 is a plus)
• Excellent verbal and written communication skills; must be able to interact with clients professionally
• Ability to manage high email and call volumes with efficiency and accuracy
• Strong organizational skills and comfort working in a fast-paced, task-driven environment
• Bilingual in Spanish is a plus
• Experience supporting post-acquisition client integration or multi-system environments is highly desirable