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Collections Specialist
2 months ago
CMR Construction & Roofing is looking for an Collections Specialist to join its Residential AR Team. We are proud to be a family owned company that has been providing over 20 years of roofing excellence. CMR Construction & Roofing specializes in historic restoration work, specialty residential projects, and commercial buildings. We pride ourselves in providing quality work, great expertise, and ensuring our clients' needs are well taken care of. We have over 500 workers nationwide and we look forward to having you be part of our growing family
As a Collections Specialist you will responsible for collecting money that is owed to CMR from its customers.
This is a full-time, preferably hybrid position (to work out of our Naples Office).
COLLECTIONS EXPERIENCE REQUIRED (MIN 2 YEARS EXPERIENCE)
Responsibilities:
- Prepare documents for the project as needed (or coordinate with other CMR employees/agents) and secure customer signatures
- Submit required documents to customer and ensure their receipt
- Track status of assigned projects to identify when milestones have been reached to initiate customer billing
- Follow-up with mortgage processors to ensure prompt release of funds
- Consistently follow-up with customers to secure payments
- Proactively identify and prevent issues
- Work with other CMR Departments to promptly resolve issues that arise that are preventing prompt payment
- Provide all assistance needed by other CMR Departments and/or employees/agents to ensure the project reached PAID IN FULL status
- Tracking aging of invoices and "last day of work" to ensure CMR files liens for any work that it has not been paid for
- Proactively escalate issues that are inhibiting prompt payment to CMR
- Other tasks as assigned
Knowledge, Skills, and Abilities:
- Strong organizational skills
- Strong time-management skills
- Ability to multi-task
- Strong follow up skills and proactive management of numerous customer files
- Strong interpersonal skills
- Clear, persuasive verbal and written communication skills
- Excellent negotiation skills
- Critical-thinker and problem-solving skills
- Professional phone, text, and email etiquette
- Ability to work in a deadline-driven environment
- Ability to learn CMR processes and procedures
- Knowledge of MS Office, Google Workspace/Docs and other Google applications
- Ability to use TSheets (or equivalent) time tracking software
Education and Experience Requirements:
- At least 2 years of collections, customer service, and/or sales experience is required
- Account management experience
- Knowledge of debt collection legal requirements
- Roofing and insurance restoration experience and/or knowledge is a plus
Physical Requirements:
- Prolonged periods of sitting at a desk and working at a computer
- must be able to lift up to 15 pounds at times