Collections Specialist

Job Description

We are looking for a skilled Collections Specialist to join our team in Pomona, California. In this role, you will focus on managing and resolving outstanding accounts receivable while maintaining a detail-oriented and customer-focused approach. This position requires someone who thrives in a fast-paced environment and possesses strong organizational and follow-up skills.

Responsibilities:

• Manage and monitor accounts receivable to ensure timely payments and reduce aging balances.

• Perform daily collection activities, including contacting customers via phone and email to resolve outstanding invoices.

• Analyze account aging reports and prioritize collections efforts based on volume and urgency.

• Utilize accounting software systems and CRM tools to document and track collection activities.

• Collaborate with other departments as needed to resolve discrepancies and ensure accurate account data.

• Maintain a detail-oriented approach while handling customer inquiries and disputes related to payments.

• Generate reports on collection progress and provide updates to management.

• Apply advanced Excel functions, such as VLOOKUP and pivot tables, to organize and analyze financial data.

• Handle high-volume collections efficiently, ensuring deadlines are met without compromising quality.

• Develop and implement strategies to improve collection processes and reduce overdue balances.

• Minimum of 2 years' experience in collections, in a B2B environment (Business to Business)

• Proficiency in accounting software systems and CRM tools.

• Strong understanding of accounts receivable and collection processes.

• Ability to handle high-volume collections and prioritize tasks effectively.

• Excellent follow-up and organizational skills.

• Familiarity with Excel functions, including VLOOKUP and pivot tables.

• Exceptional communication and customer service skills.

• Ability to thrive in a fast-paced work environment.

Full-time