Collections Coordinator
Core
Managing assigned portfolios of routine accounts receivable, performing timely outreach on past-due balances, and resolving discrepancies to support firm cash-flow goals.
Role type
Collections Coordinator
Builds
Cash flow stability through accounts receivable management
Domain
Professional services / Accounting
Deliverable
client delivery
Required skills
Accounts receivable management, client outreach, payment reconciliation, aging report monitoring, documentation management, invoice processing, portal navigation, issue escalation
Preferred skills
Process improvement identification, team collaboration
Technologies
Collections systems, client portals, billing/finance coordination tools
Responsibilities
Manage assigned portfolio of routine AR accounts, document client interactions and commitments, generate and send client statements and reminder notices, review customer payments for discrepancies, monitor aging reports and follow workflow activities, escalate unresolved issues to senior staff, assist in preparing weekly portfolio updates, submit invoices through client portals, coordinate with engagement teams for missing information, maintain audit-ready documentation, identify minor process inefficiencies
Seniority
Entry-level, individual contributor
