Specialist I Collections
Core
Managing credit and collections for Copeland customers, focusing on timely follow-up on aging accounts, pre-due date courtesy calls, and processing accurate information.
Role type
Specialist I Collections
Builds
Cash flow and past due reduction for HVACR and cold chain technology customers
Domain
Climate technology / HVACR / Cold chain logistics
Deliverable
client delivery
Required skills
credit analysis, account management, data entry, system navigation, escalation management, client agreement adherence
Preferred skills
none stated
Technologies
customer account database system, internal collection tools
Responsibilities
follow up on aging accounts for post collection, make pre-due date courtesy calls for pre-collection, process accurate and timely information, review and release orders on hold, maintain customer account database, manage individual transactions based on client agreement, escalate delinquent customers for credit holds or limit decreases
Seniority
Individual Contributor, Specialist level
