Collections Specialist
Ledgent, Tampa, FL, United States
The Collections Specialist is responsible for managing past‑due customer accounts and driving timely payment through proactive outreach, dispute resolution, and consistent follow‑up. This role plays a key part in improving cash flow, reducing delinquency, and maintaining positive customer relationships while enforcing company credit and collection policies.
Key Responsibilities Collections & Customer Follow‑Up
Proactively contact customers via phone, email, and written correspondence regarding outstanding and past‑due balances
Manage an assigned portfolio of accounts, prioritizing collection activity based on risk and aging
Negotiate payment plans and resolve delinquent balances in accordance with company policies
Document collection efforts, customer communications, and commitments to pay within the ERP system
Dispute Resolution
Investigate payment delays, short pays, and invoice discrepancies
Coordinate with Billing, Sales, Customer Service, and Operations to resolve disputes efficiently
Track and follow up on open issues to ensure timely resolution and payment
Account Monitoring & Reporting
Monitor daily AR aging and escalation thresholds
Provide updates on collection status, risks, and trends to management
Assist with cash forecasting by reporting expected payments and collection timelines
Compliance & Process Support
Ensure adherence to company credit policies and internal controls
Recommend accounts for credit hold, escalation, or further action when necessary
Support audit requests by providing documentation of collection efforts
Qualifications Required
2+ years of experience in collections, credit, or accounts receivable
Strong verbal and written communication skills with a professional, customer‑service mindset
Experience handling difficult conversations while maintaining strong customer relationships
Proficiency with ERP systems (NetSuite, SAP, Oracle, Microsoft Dynamics, or similar)
Strong organizational skills and ability to manage multiple priorities
Preferred
B2B collections experience
High‑volume or fast‑paced environment exposure
Construction, property management, manufacturing, or service‑based industry experience
Intermediate Excel skills for tracking and reporting
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.
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Key Responsibilities Collections & Customer Follow‑Up
Proactively contact customers via phone, email, and written correspondence regarding outstanding and past‑due balances
Manage an assigned portfolio of accounts, prioritizing collection activity based on risk and aging
Negotiate payment plans and resolve delinquent balances in accordance with company policies
Document collection efforts, customer communications, and commitments to pay within the ERP system
Dispute Resolution
Investigate payment delays, short pays, and invoice discrepancies
Coordinate with Billing, Sales, Customer Service, and Operations to resolve disputes efficiently
Track and follow up on open issues to ensure timely resolution and payment
Account Monitoring & Reporting
Monitor daily AR aging and escalation thresholds
Provide updates on collection status, risks, and trends to management
Assist with cash forecasting by reporting expected payments and collection timelines
Compliance & Process Support
Ensure adherence to company credit policies and internal controls
Recommend accounts for credit hold, escalation, or further action when necessary
Support audit requests by providing documentation of collection efforts
Qualifications Required
2+ years of experience in collections, credit, or accounts receivable
Strong verbal and written communication skills with a professional, customer‑service mindset
Experience handling difficult conversations while maintaining strong customer relationships
Proficiency with ERP systems (NetSuite, SAP, Oracle, Microsoft Dynamics, or similar)
Strong organizational skills and ability to manage multiple priorities
Preferred
B2B collections experience
High‑volume or fast‑paced environment exposure
Construction, property management, manufacturing, or service‑based industry experience
Intermediate Excel skills for tracking and reporting
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.
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