JOB SUMMARY
The Collections Specialist is responsible for monitoring aging and cash receipt reports, identifying overdue invoices, and contacting customers to request payment while resolving billing disputes and errors. The Collection Specialist ensures payment commitments, negotiates payment plans when needed, and assists customers with invoicing, statements, and electronic payment setup.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Always exhibit the highest standard of personal ethics and adhere to all Pella Carolina policies.
- Promote a culture of safety and accountability by adhering to established protocols, proactively identifying potential risks, and fostering a workplace environment where safety is a shared priority.
- Manages and oversees accounts receivable aging reports to find overdue invoices and delinquent balances.
- Research open invoices and reaches out to customers via phone, email, or mail in a respectful and professional manner to request payment on overdue amounts.
- Resolves disputes by researching and answering customer questions; facilitate billing error corrections between internal department contacts.
- Maintains log of promised payments and schedules follow-up communication with account holders.
- Provides invoice copies and account balance statements to customers.
- Occasional negotiation for payment plans based on financial situations.
- Assists customers with web portal setup and electronic payment processing.
- Reviews returned payments and follows up with customers to expedite repayment of account balance.
- Follows established guidelines to document all calls, messages, payment agreements, and status of order if impacting timely payment accurately in the system.
- Monitors accounts receivable and cash receipt reports.
- Provides regular updates on key accounts as they transition to aged receivables.
- Conducts credit account request trade reference processing.
REQUIREMENTS
- Must be dependable, a good listener, and personable with good communication skills for direct customer contact.
- Maintain strong verbal communication, active listening, and calm negotiation tactics under pressure.
- Must perform accurate work in a timely manner following established policies.
- Ability to understand and follow oral and written instructions.
- Familiarity with Microsoft Office (Excel functions including formulas and VLOOKUP’s) and automated accounting or collection software.
- Able to provide verbal and written correspondence.
- Able to multitask and shift priorities based on deadlines.
- Able to work in a team environment.
EDUCATION AND EXPERIENCE
- High School Diploma or Equivalent required.
- Associate or bachelor’s degree in business, finance, or accounting preferred.
- 1 to 3 years of experience in collections, accounts receivable, or customer service.
- Experience with Sales Force or Great Plains is preferred.
BENEFITS
- Competitive Compensation
- Insurance (medical, dental, vision)-First of the month after 30 days of employment
- 401(k)/ 401(k) matching- 100% of first 1% contributed and 50% of the next 5% after 1 year of employment
- Profit sharing
- 10 Paid Holidays
- Vacation/ PTO
- Life Insurance
Most people talk about culture, but we live and breathe it in all that we do. We care about our customers and our associates. We strive to provide a work environment that follows our beliefs:
- Culture- We are a team-oriented company. We believe in our employees and strive to improve the lives of those we serve.
- Benefits- Comprehensive benefit packages
- Growth- We believe in our employees and encourage them to grow both personally and professionally. As a company, we invest in our employees.
- Work-Life Balance- We take pride in our employees having a well work-life balance
- Our People- Here you will work side by side with very knowledgeable people in the industry and build relationships that last.
Check out our website and see if Pella will be a great fit for you! Company Website Pella Windows & Doors of the Carolinas and Southwest Virginia is an equal opportunity employer. The company does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, veteran status, disability, or other protected statuses as applicable by local, state, and federals laws. Hiring decisions are based solely on qualifications and business needs. If you are an individual with a disability, you may be entitled to a reasonable accommodation as defined under the Americans with Disabilities Act. If you require a reasonable accommodation at any time during the application or employment process, please contact Human Resources and provide the position details and your requested accommodation.