Collections Specialist

Collections Specialist

A FirstCall Mechanical Company

COLLECTIONS SPECIALIST

Location: Charlotte, NC (On-Site)

WHO IS FIRSTCALL MECHANICAL?

STR Mechanical is a commercial and industrial HVAC services company with operations across the Carolinas and Virginia. Founded in 2006, STR Mechanical partnered with FirstCall Mechanical in 2022.

FirstCall Mechanical is a leading provider of commercial and industrial HVAC, building controls, electrical, and plumbing services. FirstCall serves a wide array of facility and customer types, including distribution centers, industrial plants, universities, airports, healthcare facilities, self-storage units, and more. With approximately 700 employees across Ohio, New York, Virginia, Tennessee, North Carolina, South Carolina, Georgia, Florida, and Texas, FirstCall is committed to building durable partnerships. The company is actively expanding its operations nationwide and partnering with organizations that share its dedication to quality and customer satisfaction.

FirstCall Mechanical not only partners with companies to nurture growth in the market, but also provides equal focus on employee growth and development as well.  We believe when YOU succeed, we all succeed, so we strive to be the first call for talented team members who want a career, not just a job.

BENEFITS OVERVIEW

FirstCall Mechanical values our employees' well-being, growth, and success! Employees are offered a robust benefits package, including: 

• Competitive Weekly Pay
• Comprehensive Healthcare Coverage - Medical, Dental, Vision, Free Telehealth More
• Financial Resources - 401(k) Retirement Savings Plan with a 5% match, Life Insurance, Short & Long-Term Disability
• Time-Off & Holidays - Up to 4 weeks of Paid Off, 9 Paid Holidays Veterans Day for Veterans
• Career Growth & Development- Company-sponsored education and career advancement programs like the FirstCall Academy, the Learning & Education Assistance Program (LEAP), and the FirstCall Progression Program
• Generous Referral Bonus of $2,500 per referral
• Role-Specific Perks - Company vehicle or allowance, mobile phone or phone allowance, uniforms, and work boot and pants allowances

POSITION OVERVIEW

We are currently seeking an experienced Collections Specialist to join our fast-growing STR Mechanical Team. The ideal candidate is responsible for managing accounting and financial activities for assigned companies. The duties include producing financial statements, forecasting future results, and directing accounting and other administrative staff.

JOB RESPONSIBILITIES

• Verify vendor accounts by reconciling monthly statements and related transactions
• Process payments to vendors according to terms and payment schedules
• Complete credit applications and obtain required signature for new vendors
• Process all New Vendor Request Forms by verifying correct signatures/authorizations and entering in the system
• Perform credit card account reconciliations at statement cut-off and as part of month end process
• Communicate with other teams regarding issues with payments, billing errors, or customer holds
• Communicate with the customer on billing inquiries, delayed payments and other issues
• Send customer reminders upon delays in payment – 31 days and older, if 30 day terms . This will include email and phone calls
• Create Monthly Statements to send to all customers
• Prepare periodic financial reports to track payments and balances
• Perform in-depth financial analysis to improve cash flow for the company and reduce outstanding balances
• Lead semi-monthly AR meetings with management regarding AR Aging
• Uphold exceptional customer service standards by consistently demonstrating professional etiquette in all interactions

ACCOUNTABILITIES

• Account and Payment Management
• Customer Communications
• Reporting and Documentation
• Compliance and Legal Support
• Process Improvement

ORGANIZATIONAL ALIGNMENT

This position reports to the local controller.

Qualifications

• Associate’s degree or 3 years experience in accounting
• Proven experience in AR/Collections
• Microsoft Excel experience required
• Must be detail-oriented, have excellent organizational skills, and strong problem-solving skills
• Excellent verbal communication skills
• Ability to multitask and make sure work is done properly and efficiently
• Ability to meet deadlines and work in a fast-paced office setting
• Industry experience is helpful but not required
• BuildOps experience is helpful but not required

BEHAVIORAL PROFILE

Language Skills

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs.

Reasoning Ability

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem-solving and prioritizing multiple tasks.

Environmental Requirements

Has ability to work remote when not required in office for project-specific requirements.   

Physical Demands

While performing the duties of this job, the employee is regularly required to use their hands to operate the computer keyboard reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is continually required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.