Credit Collections
1 month ago
Overview:
This role is responsible for ensuring prompt payment from customers for products purchased and services provided based on the agreed upon payment terms. This is accomplished by proactive communication with customers, ability to prioritize and monitor customer accounts and payments. This role requires a customer service mindset, good communication skills, and ability to manage multiple tasks and prioritize.
Responsibilities:- Communicate with customers via phone, email, or mail
- Establish and maintain effective working relationships with customers and internal staff of other departments (Sales & Sales Operations) for the purpose of providing and obtaining information and working jointly on customer accounts
- Monitor assigned portfolio of customer accounts, proactively addressing and following up on overdue accounts.
- Perform account reconciliations
- Ensure customer credits are applied to appropriate invoices or cleared based on the Companys Policy.
- Make between 85-100 out-going collection calls a week
- Track and follow up on promise to pay to pay and/or payment arrangements and document customer conversions/updates
- Negotiate payment plans with customers in cases when non-payment occurs and/or to resolve past due balances
- Ability to identify high risk accounts and recommend customer credit hold
- Recommend accounts to be written off or sent to outside collection agency based upon collection efforts
- Prepare monthly feedback reports on payment collections
- Proactively communicate monthly with sales and management on status of portfolio.
- May perform miscellaneous tasks/projects as directed by Collection Supervisor.
- High School Diploma or General Education Degree (GED); and credit related experience and/or training, or equivalent combination of education and experience required.
- Experience in customer service and/or collections preferred
- Strong computer skills
- Demonstrates a high degree of organization, accuracy and a high level of customer service skills
- Ability to work effectively with a wide variety of people and develop professional working relationships with site staff and providers
- Demonstrates the ability to meet productivity goals and deadlines
- Ability to work well as part of a team
- Excellent written and verbal communication skills
- Experience with Microsoft Excel
The Company is an Equal Opportunity / Affirmative Action employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
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