Collections Specialist

Glen Mills, PA
01-13-2021
Glen Mills, PA
Depends on Experience  Hourly
Full Time
Day

The Collections Specialist is responsible for initiating calls to negligent customers to collect payments and settle accounts.

Essential Functions

  • Making daily outgoing calls for customers with a past due balance
  • Taking incoming calls from customers with questions regarding their account balance
  • Reconciling customer accounts
  • Providing copies of invoices and statements
  • Update account contact information in CRM including phone, fax, cell, and email addresses
  • Process online payments
  • Releasing customers Hold status with proper documentation and/or approval
  • Final processing of closed accounts
  • Documenting calls and notes on the customer card in CRM
  • Provide support to Sales Representatives
  • Explain how our waffle programs work to potential new customers and enter any new leads in CRM system
  • Serve as backup in the Customer Service Queue as needed.
  • Complete miscellaneous research, reports, emails, projects, and tasks as requested
  • Follow up on open cases to close and resolve in timely manner

Requirements

  • Required Experience/Education
    • High School Diploma/GED or equivalent
    • Minimum of 2 years corporate collection, AR or banking experience required
    • Knowledge and experience with basic accounting software.  Microsoft Dynamics: Great Plains software preferred
    • Excellent Microsoft: Word, Excel and Outlook skills
    • Adobe editing knowledge
    • Familiarity with Customer Relationship Management (CRM) software
  • Required Skills
    • Familiar with standard customer service concepts & practices
    • History of dealing with difficult collections circumstances
    • Goal driven
    • Extremely organized
    • Ability to multi-task
    • Detail oriented
    • Possess a pleasant phone voice