What are the responsibilities and job description for the Collections Clerk position at Fire Protection Testing?
The Collections Specialist is responsible for managing and resolving overdue accounts by contacting customers, negotiating payment arrangements, and maintaining accurate records to ensure timely recovery of outstanding debts while fostering positive customer relationships. The Collections Specialist will perform the following job duties:
- Make daily collections related contacts (email or phone).
- Ensure proper notes on QuickBooks customer accounts regarding collections
- Discuss entire customer account with each contact at time of review
- Provide list of customers for collections to Accounting Clerks as needed
- Responsible for ensuring complete, accurate invoicing by understanding the terms of client agreements, including contract terms, methods of payment, client financing requirements, subsidiary involvement, and/or third-party involvement.
- Confirm and supply supporting documentation for completion during invoicing process; including any of the following (if necessary) signed contract, sales order, signed field ticket, job log, job summary, and signed work order.
- Create, review, edit, and validate billing documents for accuracy and completeness.
- Submit invoices to customer via customer defined specifications.
- Ensure proper tax status on all invoices
- Communicate with customers regarding invoicing questions
- Answer accounting phone calls and direct caller to the appropriate person
- Complete other duties as assigned by Accounting Manager/COO/CEO
Job Type: Full-time
Pay: $25.00 - $30.00 per hour
Work Location: In person
Salary : $25 - $30
