Job Summary
Under the general direction of the Collections Team Lead/Manager , the Collection Specialist is a role
that collaborates with all areas of the business, to include Billing, Service, and Area Sales Managers.
Collection Specialists are generally responsible for managing and collecting outstanding accounts
receivable from customers. In addition, they may be responsible for other aspects of collections, resolve
customer billing problems and reduce the amount of accounts receivable.
Key Characteristics (Highlight characteristics required to succeed in the role)
● Written and verbal Communication skills
● Accounting skills
● Problem solvingDuties & Responsibilities 
● Customer collections – Convert to cash for designated portfolio
● Make collections contact using the company’s Desktop Procedures (DTP) which includes calls,
emails, and escalations
● Address/resolve payment disputes/deduction issues
● Document and update collection status (system notes)
● Identify and communicate escalations to mitigate risk
● Collecting and analyzing data for a selected payment/debt history.
● Consulting and helping customers with disputes.
● Partner with the shared service cash/order to cash team.
● Developing measures encouraging timely payments.
● Managing historical records of account status and collection operations.
● Reporting on collection operations and customer account updates.
● Ensure Unapplied Cash (UAC) is cleared on a monthly basis.● Execute credit card payments when necessary.
● Work collaboratively with co-workers to ensure all deadlines for the department are met in an
efficient manner.
● Other essential functions and duties may be assigned as needed.Knowledge, Skills & Abilities (List out required and preferred skills as applicable)
● Role requires an agile mind set and ability to execute change quickly.
● Basic knowledge of O2C (Order to Cash) cycle
● Basic understanding of Accounts Payable process
● Basic understanding of GAAP and general accounting
● Customer Service as it relates to AR
● Ability to work independently and plan extensively to meet goals
● Ability to maintain duties with accuracy, consistency, and quality in a fast paced and agile
environment
● Possesses an eye for detail and has excellent written and verbal communication skills
● Must demonstrate strong ability to identify, analyze and solve problems
● Must demonstrate ability to manage multiple projects and heavy work volume within time
constraints.
● Must have the eagerness and capacity to learn and think out of the box
