Collections Specialist

Collections Specialist Overview

• The Collections Specialist role focuses on managing accounts receivable and ensuring timely customer payments.
• This position requires proficiency in Microsoft Office and advanced Excel skills.
• Candidates will work onsite during standard business hours in a collaborative environment.
• The role involves producing A/R aging and delinquency reports independently.
• Responsibilities include resolving client billing issues and reducing delinquency rates.
• Applicants should demonstrate strong organizational and communication skills.
• Experience with cloud-based software such as NetSuite or QuickBooks is preferred.
• This role offers the opportunity to contribute to a rapidly growing organization.

Collections Specialist Key Responsibilities & Duties

• Produce A/R aging and delinquency reports using applicable systems.
• Document customer accounts with collection notes and next steps.
• Make outbound collection calls professionally while maintaining customer relations.
• Resolve client billing issues and reduce delinquency rates effectively.
• Identify and address issues causing account delinquency.
• Monitor assigned accounts and applicable collection reports regularly.
• Ensure compliance with HIPAA regulations and confidentiality standards.
• Provide timely follow-up on payment arrangements and correspondence.
• Collaborate with management to discuss and resolve account issues.

Collections Specialist Job Requirements

• Bachelor of Arts degree preferred, with relevant coursework in finance or accounting.
• Minimum of three years of collections experience; four years preferred.
• Proficiency in Microsoft Office, with advanced Excel skills required.
• Experience with cloud-based software such as NetSuite, Intacct, or QuickBooks.
• Strong organizational and problem-solving skills in a multi-function environment.
• Excellent written and verbal communication skills for customer interactions.
• Ability to work onsite during standard business hours in a team-oriented setting.
• Demonstrated ability to meet deadlines and manage multiple tasks effectively.
• Flexibility to adapt to a rapidly growing organizational environment.