Key Responsibilities
Collections & Account Management
- Track, record, and reconcile assigned customer accounts.
- Contact past-due customers to request payment and resolve outstanding balances.
- Process payments and assist with arranging payment timelines or installment plans when necessary.
- Identify gaps in supporting documentation or invoices and notify the assigned collector.
Invoice & Documentation Management
- Provide required invoice documentation to customers, including printing, resubmitting, uploading, or emailing materials to support payment processing.
- Ensure all paperwork is accurate, complete, and available to support timely collections.
Reporting & Data Analysis
- Pull data sets from FA&P portals for analysis.
- Extract data from the accounting system and combine it with BI tool outputs.
- Prepare customer-specific reports according to required deadlines.
Administrative Support & Continuous Improvement
- Support the Collections Team with administrative duties related to accounts receivable.
- Participate in continuous improvement initiatives to increase efficiency and accuracy within the team.
Minimum Requirements
- Bachelors Degree
- 3 years of experience in collections, accounts receivable, billing, customer service, or a related administrative role.
- Basic understanding of invoicing, payment processing, and account reconciliation.
- Ability to work with datasets (Excel, CSV files, BI tools) and create simple reports.
- Strong communication skills for contacting customers regarding past-due accounts.
- Ability to multitask, meet deadlines, and maintain accuracy in time-sensitive situations.
- Proficiency with Microsoft Office (Excel, Outlook, Teams) and familiarity with accounting/ERP systems.
