Collections Specialist

Glen Mills, PA
Glen Mills, PA
Depends on Experience  Hourly
Full Time

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


  • 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