What are the responsibilities and job description for the Collections Specialist position at FIRSTCALL MECHANICAL GROUP LLC?
Job Details
Collections Specialist
STR MECHANICAL
A FirstCall Mechanical Company
COLLECTIONS SPECIALIST
Location: Charlotte, NC
WHO IS STR MECHANICAL?
Success Through Reputation
STR Mechanical is a HVAC Specialist based in Charlotte, North Carolina with operations around the Southeast. STR offers services in maintenance agreements, temperature controls and construction.
We feel that nothing is more important than to give our customers the quality of workmanship that they expect, pay for, and deserve. By growing and succeeding on the strength of our reputation, we strive to take care of each and every need of our customers, employees, and vendors. Whether the needs are service, installation, replacement, or temperature controls; we have the experience and expertise to excel in all of these areas to surpass our customer's expectations.
WHO IS FIRSTCALL MECHANICAL?
FirstCall Mechanical is a commercial and industrial HVAC, building controls, electrical, and plumbing services company. We serve commercial and industrial customers, including distribution centers, cold storage facilities, food manufacturing facilities, universities, and other commercial properties. FirstCall has approximately 290 employees and operations across Virginia, Tennessee, North Carolina, South Carolina, Georgia, Florida, and Texas. We are actively growing our operations across the country.
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
- Competitive pay, paid weekly
- Medical, Dental & Vision Insurance
- Short & Long-Term Disability
- Life Insurance/Supplemental Life Insurance
- Benefits eligibility begins the 1st of the month after hire date
- 401k retirement savings with 5% match
- Up to 4 weeks of Paid Time Off
- 9 Paid Holidays Veterans Day for our Vets
- FirstCall Academy for training & development
- Learning and Education Assistance Program (LEAP)
- Generous Employee Referral Program - $2,500
- EAP – Employee Assistance Program
- Company vehicle or allowance based on the job
- Mobile phone or phone allowance based on the job
- Company uniforms & work boot allowance
- Affiliate Company transfers
POSITION OVERVIEW
We are currently seeking an experienced Collections Specialist to join the fast-growing STR Mechanical Team. The ideal candidate will have a can-do attitude and strong problem-solving skills, as well as a high level of customer service.
JOB RESPONSIBILITIES
- 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
- Continual learning and development in the body of knowledge through FirstCall Academy, to ensure we set the bar for skill level in the industry
- Elite level of customer service, to ensure we continue to be the FirstCall for potential employees in the industry
ORGANIZATIONAL ALIGNMENT
This position reports to the local controller and has a responsibility to the entire accounting team and all of our customers.
Qualifications
QUALIFICATIONS
- Associate’s degree or 3 years’ experience in accounting
- Proven experience in AR/Collections
- Microsoft Excel experience required
- Must be detail oriented, 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 fast paced office setting.
- Industry experience helpful but not required.
- BuildOps experience helpful but not required.
- Sage Intacct experience 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 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, frequently lift and/or move up to 50 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.