What are the responsibilities and job description for the Collections Specialist I position at Circle Logistics?
Collections Specialist
Accounting Department – Fort Wayne, Indiana
Essential Job Functions
- Perform collection activities in order to meet current goals and metrics
- Customer Service Representative for open accounts receivable
- Review rejected invoices for validity
- Forward rejected invoices on to the appropriate parties for resolution
- Verify payment status of outstanding invoices
- Document interaction with customers
- Identify collection problems and recommend corrective action for slow/poor paying customers
- Make collection calls
- Prepare and maintain demand letters
- Resend invoices and customer statements of account as needed or requested
- Review cash application report for discrepancies
- Review unapplied and cash on hold reports and apply appropriately
- Notify CSR's when they have customers over credit limit
- Work with CSR's, Brokers and Customers to bring them within approved credit limits
- Work with sales representatives to improve collections and customer knowledge of credit, billing and collection policy
- Perform other special projects and duties as assigned
MINIMUM QUALIFICATIONS:
- One year of collections/accounts receivable experience is required
- College Degree a plus
- Experience in the transportation industry is preferred
- Must have excellent communication skills, both verbal and written, with the ability to effectively interface with customers and internal personnel
- Must be able to multi-task and work in a fast paced environment
- Proficiency with software programs such as MS products, Excel, Outlook and Lotus Notes is preferred
- Must be a team player with high energy, strong organizational and problem solving skills
- Must be able to work with minimal supervision
