Collections Specialist Job Description Sample
The Collections Specialist works with the Collections Supervisor to provide services to both internal and external customers including, answering questions regarding collection issues, resolving customer/account discrepancies, and processing and reviewing account adjustments.
Essential FunctionsReceives and processes incoming collection items, including, but not limited to, vehicle dealership drafts, oil and gas drafts, NSF checks drawn on our customers, return items, completing trust receipts, and paying incoming items.Accepts and processes outgoing collection items, including, but not limited to, vehicle dealership drafts, oil and gas drafts, return items, and paying outgoing items.Ensures that collection records and reports are maintained on a daily basis.Answers phone inquiries from customers, branch personnel, and other banks concerning collection items.Assists the Collections Supervisor in solving problems and disputes.Verifies that control accounts pertaining to domestic collections are kept in balance daily. Makes proper entries/adjustments as needed.Reviews and makes the necessary inquires to ensure both incoming and outgoing collection items are paid/returned in a timely and efficient manner.Processes account analysis fees as well as daily float files.Ensures Collection Department work is scanned to items processing and balanced.Performs additional duties and responsibilities as directed.Job Requirements
High School diploma, general education degree (GED), or equivalent required.
1 year related experience required, preferably in a bank setting.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
Excellent verbal, written and interpersonal communication skills.
Excellent time management, organizational, and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
Must be self-motivated with strong attention to detail and high level of accountability.
About the Company
At PlainsCapital Bank, we've always had a trailblazing spirit. PlainsCapital Bank was founded in 1988 by current Chairman Alan B. White and a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and $198.8 million, they began growing the bank one relationship at a time.
Today, PlainsCapital Bank is one of the largest banks in Texas based on deposit market share. We have a statewide presence with more than 60 locations in all major Texas markets. We are a strong and stable financial institution and a trusted community partner. We take pride in helping our customers blaze trails of their own, whether launching or expanding a business, raising a family, or moving into retirement. Our diverse range of services includes commercial banking, treasury management, private banking, and wealth management, as well as consumer banking.
To learn more, please visit us online at plainscapital.com/about.
The Accounting Clerk will work in conjunction with the Branch Manager or Accounting Manager to insure that the assigned day-to-day workflow is processed in a consistent and timely manner. The Accounting Clerk position will process checks and reconcile vendor statements as well as filing. This position is located in a Branch office of AFF.
Collect outstanding receivables through telephone and written communication on a daily basis.
Monitor the assigned accounts in order to provide cash flow and bottom-line profitability.
Determine importance of issues learned from contact with customers and relay information to proper department for resolution.
Work closely with credit department when additional credit is required or account is delinquent and possible credit suspension is under consideration.
Escalate overdue AR for additional collection efforts.
Maintain and generate reporting to identify delinquent accounts and other collection measurements.
Provide follow up on identified issues and discrepancies.
Provide assistance to the Accounts Receivable Supervisor and other Management personnel and perform special projects as assigned.
Occasionally prepare bills, invoices and statements for payments
Knowledge in Logistics industry a plus
High school diploma or GED equivalent required.
At least 1+ year of AR experience.
Knowledge and understanding of standard accounts receivable / collection procedures.
Excellent verbal and written communication skills.
Excellent ability to interact professionally and effectively with internal and external customers in person and over the phone.
Functional in Microsoft Excel (i.e. Pivot Tables and V-look-ups)
Good analytical skills.
Good organizational and time management skills.
Ability to handle multiple tasks simultaneously while paying attention to detail.
Ability to gather and interpret data, compile information and prepare reports.
The above statements are intended to describe the general nature of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties and skills required.
Yusen offers a generous Employee Benefits Package including:
Medical, Dental, and Vision beginning the 1st of the month following start date
401k with a company match
Flexible Spending Accounts, Life and Accidental Death & Dismemberment Insurance, Short & Long Term Disability, Tuition Assistance Program, Commuter Benefits, vacation, and much more.
Any and all benefits offered are subject to the eligibility requirements, terms, and provisions set forth in the respective policies and plan documents, which you may request from Human Resources.
About Yusen Logistics (Americas)
As a part of the NYK Group, Yusen Logistics (Americas) Inc. operates a network that provides specialization in key logistics products to include, International Freight Forwarding, Integrated Solutions (Customized Logistics) and Contract Logistics services, along with transportation solutions all while providing complete and seamless US wide coverage. For more information, please visit our website at www.yusen-logistics.com.
Yusen Logistics (Americas) Inc. is committed to providing equal employment opportunities to all employees and applicants without regard to race, religion, color, sex, national origin, citizenship status, uniform service member status, age, disability, sexual and gender orientation, genetic information or any other protected status in accordance with all applicable federal, state and local laws. This commitment extends to all aspects of the company's employment practices including, but not limited to, recruiting, hiring, promoting, transferring, compensation, benefits, training, leaves of absence, termination, and other terms and conditions of employment.
Are You Uncommon?
Due to our continued growth, Solera is establishing a new world class Finance Business Services center in South Jordan, UT to support our North American business operations. We are looking for an experienced AR Collection Specialist to help enable the enterprise "order to cash" process on behalf of our North American businesses.
What You'll Be Doing
At Solera, we believe in providing clarity and focus to what our volunteers are responsible for – their mission. The 80's, as we call them at Solera, are the employee's priorities associated with their role or mission.
The mission 80's for this role, are:
Provide a world class accounting service to our internal business customers that allows them to focus on the 80 of delivering value to our North American customers
Improve the efficiency and effectiveness of the current General accounting processes identifying opportunities to leverage the scope and scale of a common enterprise world class O2C process and enabling systems.
Drive the accelerated implementation of the Solera Finance Business Services organization to enable our North American business to become One Team focused on One Strategy to achieve Mission 2020
Additional responsibilities of the role include:
Responsible for timely and accurate collections of accounts receivable for US Body shops. This includes escalation to lead or collections where appropriate.
Responsible for managing customer relationships, specifically concerning the payment of open invoices, with a focus on retaining aged and struggling accounts.
Responsible for writing up billing adjustments where applicable after research of open billing issues and providing to lead and manager for review and approval.
Support all line of business associates including collections, billing and clients on inquiries or research.
Responsible for procuring recurring payment information on assigned accounts
Are You Qualified?
Minimum 3 years of experience in Accounts Receivable / B2B Collections, preferably in Insurance or Software Industry.
Must be proficient in MS Office: Word, Excel and PowerPoint
Must have strong organizational and analytical skills.
Must have excellent customer service skills.
Must be able to work with all levels of staff and management.
Must be highly motivated and ambitious.
Must have proven ability to work well with peers in all other functional departments in a collaborative and team manner.
Must have excellent verbal and written skills.
Preference for Oracle 11i or R12 experience.
Who We Are
Solera is a global leader in digital technologies that connect and secure life's most important assets: our cars, homes and identities. Since its inception in 2005 as a garage-based startup, Solera has grown aggressively with over 50 acquisitions across its platforms. The company's current product solutions include Audatex, Autodata, AutoPoint, CAP/HPI, Colimbra, Digidentity, Enservio, Explore Data, Hollander, Identifix, Inpart, LYNX and TitleTec, as well as the company's flagship Digital Garage application. Today, Solera processes over 300 million transactions annually for approximately 235,000 partners and customers in over 80 countries. Unified by a strong culture that values uncommon entrepreneurial thinking and continuous "do-it-different" innovation, Solera's global workforce of 6,700+ associates come from diverse forward-thinking industries that include automotive technology, artificial intelligence, software development, data sciences, cybersecurity, cognitive design, and digital identity protection. For more information, please visit solera.com.
The Solera Way
Solera's uncommon culture is based on three simple principles: Think 80/20 (Focus), Act 30/30 (Efficiency), and Live 90/10 (Accountability). We define our mindset using Our 3H's: Humility, a Hunger to succeed, and a desire to Hunt for opportunities to win. We train our volunteers to engage with each other modulating between their intellect (IQ) and emotional intelligence (EQ) using our 3Fs: Facts, Finesse, and Force. Solera has become a global technology leader that is constantly growing in the double digits. The principles, drills, and values associated with the Solera Way have been fundamental to Solera's success and our ability to grow, continuously change, and innovate.
We believe that offices should be destinations where people want to be… places where people want to work, play and, collaborate. That is why we spend a lot of time on enhancing our workspaces. Solera's work environments are intersections of the old and the new… of the past, present, and future. They are spaces designed to stimulate creative thinking, innovation, and cross-functional collaboration.
Surgery Partners is an industry leader in managing, developing and acquiring single and multi-specialty ambulatory surgical centers. Through our portfolio of companies, Surgery Partners is committed to providing the healthcare industry with a wide breadth of innovative solutions that improve care, costs, outcomes and access.
Our mission is to improve the quality of life of our patients, physicians and employees through efficient and compassionate healthcare. Whether working within our surgery centers, pain practices, physician practices, optical services, laboratories or marketing and support businesses, we seek dynamic and hard-working employees who take a lead in maximizing their strengths to support our business objectives.
Responsible for assisting with all functions associated outstanding account balances from third party payers. Must be an effective communicator who can express himself/herself on a daily basis in a professional manner both verbally and in writing as well as be a proactive professional who can identify collection trends and solve them in a timely manner.
Identifies delinquent accounts, aging period and payment sources and performs collection actions including contacting patients by telephone and resubmitting claims to the appropriate payor. Evaluates patient financial status and establish payment plans as appropriate. Keeps informed on all current applicable third party payer regulations and requirements.
Informs management and other staff members of changes and keeps documentation current and accessible. Successfully reduces days in A/R and meets assigned cash and productivity goals. Minimum of 2 years experience with medical billing and collections or comparable education in a related field. Bilingual is a plus.
Our employees are critical to our success and we value their contributions. Surgery Partners offers a competitive compensation and benefits package and an opportunity to grow and develop your career in an environment that values employee ideas and diversity.
Equal Opportunity Employer. We maintain a drug-free workplace and require pre-employment drug screening.
JOB SUMMARY: This position is responsible for the initiation of the OUTFRONT Media Credit Card processing procedure and point person/liaison for accounts placed with third party collection representatives.
ESSENTIAL FUNCTIONS: Review credit card forms and refunds for daily processing. Log all daily and monthly credit cards into Excel spreadsheet.
Reconcile credit card transactions with cash application department. Review and code legal files being turned over for collections. Prepare weekly report of collection files for market review.
Send out statements and other related correspondences to collections agencies. Work with collection agencies to maintain payment records. Review and allocate legal checks for deposit.
Prepare write-offs from collection agencies and collectors for approval. Prepare write-offs report in Excel spreadsheet for management authorization. Review all bankruptcy documents and distribute accordingly.
ADDITIONAL FUNCTIONS: Supports and exhibits behavior consistent with the sales and service philosophy of OUTFRONT Media. Acts with diplomacy as a representative of accounting department.
Performs other related duties as required. Special projects as directed by the credit & collection management. MINIMUM QUALIFICATIONS:
Two (2) years of experience in credit and collections. Qualified candidates must have a high school diploma or equivalent. Must be professional in appearance and manner and be multi-task oriented and be able to speak articulately with clients on the telephone.
Previous computer experience is essential Must be proficient in Microsoft Word and Excel. Ability to work independently and as part of a team. Strong oral and written communication skills.
To all Recruitment Agencies: OUTFRONT Media LLC does not accept agency and unsolicited resumes. Please do not forward resumes to our OUTFRONT Media employees or any other company location.
OUTFRONT Media is not responsible for any fees related to unsolicited resumes. OUTFRONT Media Is An Equal Opportunity Employer All applicants shall receive equal consideration without regard to race, color, religion, gender, marital status, gender identity or expression, sexual orientation, national origin, age, veteran status or disability. Please refer to the OUTFRONT Media Affirmative Action policy statement.
Zoom Information, Inc. (www.zoominfo.com) is a B2B database software that delivers detailed business profiles to help organizations improve campaigns, generate more leads, and close deals faster. We are a fast-growing, private equity backed company located in Waltham, MA with a very dedicated, passionate, and motivated team.
The Collections Specialist is responsible for collections of outstanding accounts receivable dollars from the existing client base and all other aspects of collections, resolving customer billing problems and reducing accounts receivable delinquency. This position will report to the Senior Sales & Finance Coordinator.
Reviewing open accounts for collection efforts.
Making outbound collection calls in a professional manner while keeping and improving customer relations.
Identify issues attributing to account delinquency and discuss them with management and Sales reps
Resolves client-billing problems and rescues accounts receivable delinquency, applying good customer service in a timely manner.
Provide timely follow-up on payment arrangements and collect customer payments in accordance with payment due dates.
Review and monitor assigned accounts and all applicable collection reports.
Email/Fax/Mail correspondence to customers and/or Sales rep to encourage payment of delinquent accounts and follow up
Performs other sales admin, accounting and analysis duties as assigned.
The ideal candidate for this position will have a minimum of 2 years of corporate collections experience including interaction with a large customer base.
Strong communication, problem solving and analytical skills required
Experience in a telecommunications environment is preferred but not required.
Must have attention to detail with an eye for accuracy.
Self-disciplined and capable of identifying and completing critical tasks independently and with a sense of urgency
Microsoft Office PC related skills required, Salesforce, NetSuite experience a plus
Ability to work independently while also functioning and contributing as part of a team and to adapt to a fast changing environment.
Track record of taking ownership and driving results
ZoomInfo is a B2B database software that delivers detailed business profiles to help organization improve campaigns, generate more leads, and close deals faster.
For more information, go to
Collections Specialist needs 2+ years' B2B collections experience
Collections Specialist requires:
- ERP systems similar to SAP such as Oracle or Microsoft Dynamics AX
- account receivables
- MS Office
- B2B collections
- Advance MS Excel, SAP
Collections Specialist duties:
- Responds to phone calls and/or emails from customers, research questions and/or problems and bring resolution to those items
- Ensure that the Customers' needs are being met
- Troubleshoot and run necessary customer reports (using SAP, queries and/or Business Objects)
- Assume additional responsibilities and performs special projects as needed or directed
Teladoc Health is hiring a Collections Specialist who will be responsible for obtaining outstanding balances while providing excellent customer service internally and for our clients.
WHAT YOU WILL BE DOING:
Focusing heavily on collections on assigned accounts that have balances over a certain age.
Account review and reconciliation of payments and invoicing.
Preparing adjustments as needed on assigned client accounts.
Adhering to department collections policy and internal controls.
Answering and responding to internal and external calls/ emails in a timely manner.
YOU MUST HAVE:
High School diploma/GED required.
Experience in collections (such as vendor to client company), A/R, account reconciliation or accounting.
Degree in accounting, healthcare or similar is preferred .
Ability to think conceptually and analytically about impacts on accounts.
Excellent grammar and spelling in emails.
Meets or exceeds productivity standards in the completion of daily and monthly goals.
Teledyne Marine is a group of leading-edge undersea technology companies that have been assembled by Teledyne Technologies Incorporated. Through acquisitions and collaboration, over the past 10 years Teledyne Marine has evolved into an industry powerhouse, bringing the best of the best together under a single umbrella. With technologies divided into 5 core segments; Imaging, Instruments, Interconnect, Seismic and Vehicles, Teledyne Marine sales staff can address not only brand level solutions, but turn-key, customized systems that leverage our full range of technology. Our goal is to provide one-stop purchasing capability, world-wide customer support, and the technical expertise to solve our customer's toughest challenges. A Sea of Solutions…..One Supplier.
For more information, visit our website at www.teledynemarine.com.
Position Summary and Responsibilities
The Collections Specialist is responsible for collection of outstanding past due balances from their assigned customer base. This will include resolving invoicing issues which may involve working directly with assigned Sales and Project Managers. The ultimate goal will be to identify all underlying issues delaying payment within terms and bringing to resolution in such a manner that improves customer relationships.
Essential Duties and Responsibilities:
Contact customers regarding payment via email and/or telephone with documentation into Excel format or ERP system
Analyze and process requests from multiple locations regarding releasing orders from credit block
Process invoices via customer online portals where necessary
Receive and process new customer account requests
Obtain remit advice from customers for proper cash application of payments where necessary
Education and Experience:
High School Diploma required
Minimum 2 years of experience in the collections field required
Business (Inventory based) to Business Collections experience required
Background in commercial credit processing or banking a plus
Job Knowledge, Skills and Abilities:
Ability to work effectively within a dynamic, global based, customer centric environment
Excellent communication skills with both internal and external customers
Knowledge of MS Office to include medium to advanced excel skills
Strong analytical and research skills coupled with the ability to make sound decisions
Ability to handle complex issues which may develop during collection
Ability to function well within a team environment
Light physical effort equal to frequent lifting or moving of lightweight materials such as files.
Regularly required to sit, stand, or walk throughout the facility.
All employees may be subject to random drug and alcohol testing.
- This position requires long periods of sitting behind a desk, performing tasks on computer. There will also be periods of walking throughout the facility.
What can Teledyne offer YOU?
A Competitive Salary & Benefits PackageExcellent Health, Dental, VisionPaid Vacation TimePaid Sick TimeLife Insurance BenefitsPaid Holidays401(k) EligibilityEmployee Stock Purchase Plan
Fitness ChallengesEducational Tuition ReimbursementEmployee Fun Events throughout the year
Teledyne is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender, sexual orientation, gender identity, gender expression, transgender, pregnancy, marital status, national origin, ancestry, citizenship status, age, disability, protected Veteran Status, genetics or any other characteristic protected by applicable federal, state, or local law.
If you need assistance or an accommodation while seeking employment, please email email@example.com or call (386)236-0780. Determinations on requests for reasonable accommodation will be made on a case-by-case basis. Please note that only those inquiries concerning a request for reasonable accommodation will receive a response.
The Collections Specialist at our Laboratory in Deland, FL. performs root cause analysis on payers and communicates payment and denial patterns to management that impact revenue in a timely manner. They also write and modify appeals letters using strong letter writing skills, read and apply interpreted contract terms in everyday work functions, identify and prepare data for auto adjusting common issues by payer; (identify and pursue payer mapping issues) and works with various departments to achieve full account resolution, and more.
About DaVita Laboratories
DaVita Labs is a state-of-the-art clinical laboratory delivering timely, accurate lab results focused primarily on kidney care with a relentless commitment to quality. We serve more than 180,000 patients and perform 52 million renal tests annually.
We make a difference. We enjoy what we do. Our teammates are best in class professionals who enjoy a challenging yet rewarding work environment where fun and hard work intermingle every day.
From our laboratory professionals to our support roles, DaVita labs not only offers a career to fit each individual, it provides a community and a place to call home. As a labs teammate, you become a member of our community and you also become a citizen of something bigger, something great, and something unique - the DaVita Village. With the backing of the overall DaVita brand, we are on an exciting trajectory.
Check out our short video to hear directly from teammates as to why YOU should join OUR Village!
The Specialist II, Collections (Lab) knows and performs all essentials duties and responsibilities of the Specialist I, Collections role with a high level of expertise. Completes specialized tasks that require critical thinking and independent decision making.
Responsible for performing analytics to determine patterns in accounts receivable. Applies the knowledge and skills to complete a wide range of tasks at a level which meets department standards and ensures goals and objectives are achieved. Adheres to DaVita policies including corporate compliance and all rules and regulations under the applicable local, state, and federal agencies and accrediting bodies. This position reports to the Supervisor, Patient Accounting (Lab).
Here is what you can expect when you join our Village:
A "community first, company second" culture based on Core Values that really matter.
Clinical outcomes consistently ranked above the national average.
Award-winning education and training across multiple career paths to help you reach your potential.
Performance-based rewards based on stellar individual and team contributions.
A comprehensive benefits package designed to enhance your health, your financial well-being and your future.
Dedication, above all, to caring for patients suffering from chronic kidney failure across the nation.
Want to make an impact in Healthcare? Through science, technology, quality and education, we are committed to expanding discovery and empowering lives.
This empowerment comes in many forms. From our laboratory professionals to our support roles, DaVita labs not only offers a career to fit each individual, it provides a community and place to call home. Join us as we pursue our vision "To Build the Greatest Healthcare Community the World has Ever Seen."
Why wait? Explore a career with DaVita today.
Go to http://careers.davita.com to learn more or apply.
Join us as we pursue our vision "To Build the Greatest Healthcare Community the World has Ever Seen."
Why wait? Explore a career with DaVita today.
Go to http://careers.davita.com to learn more or apply.
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