Financial Specialist
4 weeks ago
We are seeking a diligent Financial Specialist to contact clients and collect outstanding payments. This role requires a balance between maintaining trustful relationships and ensuring timely payments.
As a Financial Specialist, you will be responsible for monitoring accounts to identify outstanding debts, investigating historical data for each debt or bill, and finding and contacting clients to ask about their overdue payments. You will also take actions to encourage timely debt payments, process payments and refunds, resolve billing and customer credit issues, update account status records and collection efforts, and report on collection activity and accounts receivable status.
Requirements and skills include proven experience as a Collection/Accounts Receivable Specialist or similar role, knowledge of billing procedures and collection techniques, familiarity with laws related to debt collection, working knowledge of MS Office and databases, and excellent communication skills. A high school diploma is required, with an Associates/Bachelors degree being a plus.
Schedule: Monday-Friday, 9:00 AM - 5:00 PM *On-Site*
Responsibilities
- Monitor accounts to identify outstanding debts
- Investigate historical data for each debt or bill
- Find and contact clients to ask about their overdue payments
- Take actions to encourage timely debt payments
- Process payments and refunds
- Resolve billing and customer credit issues
- Update account status records and collection efforts
- Report on collection activity and accounts receivable status
- Proven experience as a Collection/Accounts Receivable Specialist or similar role
- Knowledge of billing procedures and collection techniques
- Familiarity with laws related to debt collection
- Working knowledge of MS Office and databases
- Excellent communication skills
- High school diploma; Associates/Bachelors degree is a plus
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