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 and reduced accounts receivable for the company
Domain
Construction/Operations (HVAC) + Financial Collections
Deliverable
client delivery
Required skills
collections outreach, lien filing, lien waiver preparation, account aging management, dispute resolution, CRM documentation, compliance reporting
Preferred skills
ERP systems experience, data analysis with Microsoft Office (Pivot Tables, Macros), ticketing/case management systems
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 documented in Microsoft Dynamics 365 CRM; Provide daily status updates and share exceptions with the working capital team