Collections Engagement Specialist

Job Summary

As a Collections Engagement Specialist, you will work closely with the Collections Operations Analyst to monitor the company's Accounts Receivable ledger to identify overdue accounts. You will interact with customers daily by phone and email attempting to collect outstanding balances while providing regular status updates of unpaid accounts.   

Essential Duties and Responsibilities:

• Monitor customer accounts for overdue payments.  
• Assist with collection calls and email communications efforts for past due accounts. 
• Investigate Salesforce client communications. 
• Communication of payment issues to cash operations for further reconciliation.  
• Update account records with collection activity notes and outreach attempts. 
• Process client payments and refunds.   
• Other duties as assigned by management. 
• Regular and reliable attendance is expected as this is a full-time position.  

Key Skills, Knowledge and Qualifications: 

• High School Diploma (or equivalent) required; Associate degree preferred. 
• Excellent written and verbal communication skills. 
• Strong organizational skills. 
• Intermediate to advanced Excel skills preferred. 
• Proficiency in Microsoft Office tools. 
• Experience with SageIntacct and Salesforce are a plus. 
• Merchant credit card billing experience preferred. 

Physical/Mental Requirements for the Job:

• Prolonged periods of sedentary movement. 
• May be requested to work overtime and weekends if deemed necessary. 
• Must be able to lift at least 20 pounds. 
• Certain management positions might be required to occasional travel. 

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job- related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.