Collections Specialist
Core
Manage a dedicated portfolio of customer accounts to ensure timely payment, minimize outstanding balances, and resolve disputes.
Role type
Collections Specialist
Builds
Cash flow recovery and lien enforcement for HVAC operations partners
Domain
Construction/Operations Finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
collections outreach, lien filing, account aging analysis, dispute resolution, CRM documentation, compliance reporting
Preferred skills
ERP systems experience, data analysis with Pivot Tables/Macros
Technologies
Microsoft Dynamics 365 CRM, lien software, Microsoft Office
Responsibilities
Monitor assigned customer accounts for open balances and aging status; Initiate and document collections outreach via phone and email; Escalate accounts approaching exceeded aging to senior staff; Prepare and issue conditional and unconditional lien waivers; Serve as the direct contact for customer inquiries and follow up on tickets; Coordinate with billing and service departments to resolve disputed invoices; Ensure all customer interactions are meticulously documented in the CRM; Provide daily status updates and share exceptions with the working capital team
Seniority
Individual Contributor