What are the responsibilities and job description for the Collections Specialist position at Commercial Express HVAC?
Description
About the Role
We are seeking a highly organized and detail-oriented Collections Specialist to join our dynamic team. In this role, you will be responsible for managing delinquent accounts, driving timely collections, and maintaining strong client relationships. The ideal candidate is a proactive communicator who can work independently, handle sensitive financial conversations with professionalism, and contribute to maintaining a healthy accounts receivable portfolio.
Key Responsibilities
Qualifications
About the Role
We are seeking a highly organized and detail-oriented Collections Specialist to join our dynamic team. In this role, you will be responsible for managing delinquent accounts, driving timely collections, and maintaining strong client relationships. The ideal candidate is a proactive communicator who can work independently, handle sensitive financial conversations with professionalism, and contribute to maintaining a healthy accounts receivable portfolio.
Key Responsibilities
- Daily Collections Management: Monitor and prioritize past-due accounts, maintain accurate collection notes, and ensure timely follow-up actions.
- Account Oversight: Communicate with clients regarding overdue balances and coordinate the placement of accounts with third-party collection agencies when needed.
- Agency Coordination: Serve as the primary liaison with external collection agencies, ensuring alignment and reconciliation of outstanding accounts.
- Relationship Management: Partner with internal teams to identify slow-paying customers and proactively engage clients to maintain positive relationships.
- Risk Identification: Detect at-risk accounts early and implement appropriate actions to prevent escalation.
- Conduct collections outreach via phone, email, and written correspondence in a professional and results-driven manner
- Reconcile accounts and maintain accurate accounts receivable records
- Review aging reports regularly to track and address outstanding balances
- Support cash application processes, including backup to posting ACH, credit card, and deposit transactions
- Collaborate with Billing and Service teams to resolve discrepancies and improve account performance
Qualifications
- Experience: 2–5 years of experience in collections, accounts receivable, or a related role
- Education: High school diploma or equivalent required; additional coursework or certifications in accounting or finance preferred
- Financial Knowledge: Strong understanding of basic accounting principles and bookkeeping practices
- Technical Skills: Proficiency in Microsoft Office (Excel, Word, Outlook)
- Communication: Excellent written and verbal communication skills with the ability to handle sensitive situations tactfully
- Organization: Strong attention to detail with exceptional time management skills
- Problem-Solving: Ability to analyze account issues and implement effective solutions
- Health, dental, and vision insurance with HSA options
- Life, short-term & long-term disability insurance
- 401(k) with company match yearly bonuses
- PTO, paid holidays, and company events