Collections Specialist

Collections Specialist

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Overview
A growing, multi-location building materials distributor is seeking a Collections Specialist to support credit and collections efforts across its operations. This role partners closely with the Credit Manager, Accounts Receivable, and Sales teams to manage customer accounts, reduce past-due balances, and support credit-related processes. The ideal candidate is detail-oriented, organized, and comfortable communicating with customers regarding outstanding balances.

Key Responsibilities:

• Review accounts receivable aging reports weekly to identify past-due balances

• Contact customers via phone, email, and text regarding overdue invoices

• Monitor customer accounts for credit limit compliance

• Maintain detailed and accurate collection notes, including contact attempts, payment arrangements, and customer interactions

• Track follow-ups using calendar reminders to ensure timely resolution

• Escalate problematic accounts to management when intervention is required

• Prepare legal demand letters and assemble documentation for accounts submitted to collections, as directed

• Assist with preparation for legal proceedings and maintain legal fee tracking reports

• Provide weekly past-due account updates to branch managers and sales teams

• Review AR aging monthly with the Credit Manager

Credit & Account Administration

• Review and process customer credit applications

• Conduct financial analysis, including third-party credit report reviews

• Create and maintain customer and job accounts within the ERP system

• Assist with reviewing accounts on credit hold for potential release of sales orders

• Support large job account setup requests and approvals

• Work closely with AR and Sales to resolve short-pay deductions and account discrepancies
  
  

Qualifications:

• Strong attention to detail with a goal-oriented mindset

• Ability to work independently and collaboratively in a fast-paced environment

• Strong organizational skills with the ability to prioritize multiple responsibilities

• Effective communication and documentation skills