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Collections Specialist

Soni
Everett, MA Full Time
POSTED ON 1/30/2025
AVAILABLE BEFORE 2/28/2025
The Collections Specialist is responsible for overseeing the collection of overdue invoices for HVAC equipment. This role ensures that all outstanding accounts are resolved promptly and efficiently, working to maintain customer relationships while securing the financial health of the company.

Key Responsibilities:

  • Collections Management: Follow up on overdue accounts via phone, email, or mail to secure payments. Document all collection activities and account status updates.
  • Account Monitoring: Regularly review aged accounts to identify accounts that need attention. Prioritize based on payment history and account size.
  • Customer Communication: Effectively communicate with customers to resolve payment issues, negotiate payment plans if necessary, and provide clear explanations of payment terms and policies.
  • Payment Processing: Work closely with the accounting team to ensure accurate posting of payments, adjustments, and updates to accounts.
  • Dispute Resolution: Resolve disputes related to billing, payment, or services, working with the customer and internal teams to find solutions.
  • Reporting: Maintain accurate records of collection activities, and prepare regular reports on account statuses, overdue balances, and collections success.
  • Compliance: Ensure all collection practices comply with company policies, industry regulations, and legal requirements related to debt collection.
  • Customer Relationship Management: Maintain positive relationships with customers while balancing the need for collections, aiming to resolve issues without damaging long-term business relationships.


Skills and Qualifications:

  • Experience: Proven experience in collections, customer service, or an accounting-related role (HVAC experience preferred but not required).
  • Communication: Excellent verbal and written communication skills. Ability to negotiate and de-escalate situations effectively.
  • Detail-Oriented: Strong organizational skills and attention to detail in managing accounts and payments.
  • Problem-Solving: Ability to think critically and resolve issues with a customer-centric approach.
  • Technical Proficiency: Familiarity with accounting software and customer relationship management (CRM) tools.
  • Knowledge of HVAC Industry: Basic understanding of HVAC systems and services, and how they relate to billing and payments (helpful but not always required).
  • Education: High school diploma or equivalent; additional certifications in accounting or business preferred.

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