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