Job Details
Collections Specialist
Posted: 05/26/2023
Position: Full Time
About This Job:
We are looking to hire an energetic, proactive, self-motivated go getter and collaborative Collections Specialist to join our growing team. As a member of the accounting team, you will work closely with different departments including Customer Service, Sales, Operations, and the Executive team. This position is responsible for managing the collections process while maintaining positive communications with customers.
Roles & Responsibilities:
KEY TRAITS
- Ensures compliance with GAAP and other requirements, as well as corporate policies and procedures
- Prefer Microsoft Dynamics (NAV) experience
- Strong QuickBooks, and Microsoft Office Suite skills
- Desire and ability to work in a fast-paced environment, independent self-starter motivated to meet or exceed goals
- Excellent written and verbal communication skills and strong attention to detail
- Ability to interact and collaborate effectively with other staff and management
- Sound judgment, good financial and strategic skills, and the ability to contribute to the organization beyond the scope of accounting
- Strong collection experience with an adequate accounting background/knowledge
JOB RESPONSIBILITIES
- Responsible for reducing delinquencies and improving collections and A/R Aging
- Resolves collections by examining customer payment plans, payment history, credit line; and coordinating with outside collections agencies
- Review, investigate and help resolve customer account and chargeback discrepancies including accessing sales data, shipping data, and reviewing vendor agreements with an emphasis on resolving differences between customer and the company
- Perform collections functions including re-billing and contacting customers via phone or email
- Communicate with accounts both large and small helping them with any relevant issues. Always maintaining a positive and approachable demeanor representative of the company
- Make arrangements for payment of outstanding and late accounts; prepare notices for management
- Review past due accounts with sales rep and develop a plan to collect past due amounts
- Generates accounting statements, reports, and prepare weekly bank deposits
- Prepare periodic management reports related to cash and accounts receivable status
- Reconcilement of AR transactions into the company’s general ledger accounting system
- Must maintain strict confidentiality in performing the duties
- Special projects as assigned
Requirements & Qualifications:
- 4 years accounting experience, preferably wholesale-distributor industry experience
- Experience in collections from small businesses with 1-6 stores
- Bachelor’s degree in Accounting/Finance/Business Administration highly preferred
- Microsoft Dynamics (NAV) is highly preferred
- Bilingual in Spanish is a must
Skills Required:
Finance & Management
Accounts Receivable
Auditing
Translation & Languages
Spanish