
Financial Collections Specialist
7 days ago
We seek a detail-oriented and skilled collector to fill this role. The ideal candidate must have strong English communication skills, experience using QuickBooks, and the ability to professionally handle collections calls.
The primary responsibility is to contact customers with outstanding balances, record interactions and outcomes, analyze Accounts Receivable (AR) data in QuickBooks, and take appropriate actions to reduce delinquent accounts.
Key Responsibilities:- Contact customers to collect overdue payments and update payment statuses.
- Maintain accurate records of all customer interactions, including contact dates and results.
- Analyze Accounts Receivable (AR) data in QuickBooks to identify overdue accounts and prioritize follow-ups.
- Record collection efforts in a spreadsheet as per company training and guidelines.
- Follow up with customers red-flagged for aging outstanding balances and encourage timely payments.
- Refer customers for Stop Service when necessary, following protocols.
- Work closely with the finance team to report progress and issues.
- Strong negotiation skills with the ability to handle difficult conversations professionally.
- Detail-oriented and able to accurately document customer interactions.
- Ability to work independently while following company policies and collection guidelines.
- Proficiency in QuickBooks (experience in managing AR reports and recording transactions).
- Excellent spoken and written English skills for professional communication.
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