Job Description

Responsibilities:

• Analyze customer accounts to understand various invoice types, determine if credits are due, etc., and organize open invoices into a spreadsheet, if needed
• Contact customers via phone and email to collect past due balances, and assist customers with requests for copies of invoices, billing questions, etc.
• Utilize Oracle & Salesforce as well as other software applications (MS Word, Excel) to gather and enter pertinent information (customer account statements, invoices, payment research and update past due status)
• Prepare weekly/monthly aging reports for management, with notes on status of collection efforts
• Process credit and accounting tickets for support renewals & returned equipment
• Process credit card receipt
• Gather and provide all pertinent information to forward accounts to collection agency
• Support co-workers with other projects as needed
• Follow departmental procedures
• Cooperate and communicate with other team members and departmental staff to meet business goals
• Follow all company policies and procedures, including adhering to scheduling and attendance requirements
• Perform other duties as requested or required by business conditions.

Other Duties:

• Reply to Dunning notices and request for information
• Review Refunds for all entities
• Compile Monthly data and prepare monthly reports and periodically specialized reports for management
• Handle the larger more difficult customers
• Assist other collectors with difficult or complex accounts, utilizing technical knowledge of collections and procedural guidelines Skills:
• Expert Excel skills
• Strong written communications skills
• Clear, articulate, professional verbal communications skills
• Comfortable communicating with customers via phone and/or email
• Ability to work in a fast-paced environment on multiple tasks simultaneously

Education and Experience Required:

• Must have prior collections experience- preferably at minimum 2 years
• Experience with Microsoft Excel

Preferred:

• Oracle and Salesforce experience
• Accounting Degree Preferred