Collection Specialist

Roles and Responsibilities

Collections

• Work closely together with the different departments within the order to cash cycle, along with customers to ensure accounts are accurate and up to date
• Manage collection activities such as sending follow-up email inquiries and phone calls regarding outstanding customer account balances
• Keep detailed records of correspondence with customers on overdue items to ensure evidence of actions taken is always available
• Investigate and resolve internal and external customer inquiries related to invoice status and issues
• Provide customers with statements, invoices, and assistance as needed to facilitate payments
• Notify sales team of delinquent accounts and any actions being taken
• Timely escalate accounts for assistance when issues are identified or where appropriate

Cash Receipts

• Review daily bank activity and apply cash receipts to customer invoices
• Review and reconcile customer overpays, short pays and discrepancies
• Follow up with customers to obtain sufficient remittance advices to accurately post cash received