Customer SUMMARY As a Collections Specialist, you will be responsible for maintaining minimal delinquencies in assigned portfolios through professional and proactive measures; respond to customer inquiries in a timely, accurate and courteous manner; actively pursue late charges.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Ø Correspond via phone and in writing with customers and Company personnel to resolve delinquencies.
Ø Research as needed to resolve delinquencies and customer disputes.
Ø Research and resolve any billing/cash discrepancies.
Ø Obtain sales tax exemptions, resale certificates and copies of direct pay permits from customers claiming tax exemption.
Ø Document collection/customer service efforts on an account in an accurate, detailed and timely manner.
Ø As needed, assist cash applications area with proper payment posting of customer payments.
Ø Looking into short pays, pulling paperwork, payment screen, payment history books, and billed books. Again this may require going into some of our storage areas.
Ø Notify management of customer bankruptcy, declining credit, re-financing, or cash flow issues.
Ø Call customers regarding past due invoices.
Ø Answer incoming calls from customers and direct them to the appropriate people/department as needed.
Ø Being very detailed on what is happening to a specific invoice, lease, sale, freight, personal property tax that is not getting paid.
Ø Following up internally with various departments within Forsythe to ensure paperwork is put through to get receivables off the aging.
Ø Provides assistance and additional support to sales representatives.
Ø Prepare manual invoices or credits, as needed.
Ø Prepare default letters.
Ø Provide vendors with credit references.
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be highly motivated. Must be able to interface with upper management, analyze financial information, detail oriented, posses the ability to prioritize, organize and handle deadlines. Must have very good written and communication skills. Must be proficient with MS Word, and Excel.
EDUCATION and/or EXPERIENCE A high school degree and a strong math aptitude along with an accounting background are preferred. 1-2 years of collections or related experience.
LANGUAGE SKILLS High interpersonal skills, and verbal, written communication skills necessary to effectively interact with customers and all levels of personnel.
PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.