Collections Specialist
Job Description
We are looking for a Business to Business Collections Specialist to support accounts receivable efforts for a wholesale distribution organization in Santa Fe Springs, California. This position is ideal for someone with strong commercial collections experience who can balance persistence with professionalism while helping maintain healthy customer accounts. The role focuses on following up on open balances, researching payment issues, and partnering with customers and internal teams to improve collection results.
Responsibilities:
• Review a portfolio of customer accounts each day to track aging balances and prioritize collection activity.
• Reach out to customers regarding past-due invoices and drive prompt payment through consistent, thorough follow-up.
• Research account history, billing records, and prior transactions to determine the cause of outstanding balances.
• Address invoice disputes and payment concerns by coordinating with the appropriate internal stakeholders and customers.
• Investigate and help resolve credit-related issues that may affect collection timelines or account standing.
• Maintain accurate notes, payment updates, and status changes within account records and related databases.
• Prepare regular reports that summarize collection efforts, account trends, and progress against assigned goals.
• Support cash collection objectives by managing workload effectively and escalating higher-risk accounts when needed.
• At least 5 years of experience in commercial collections.
• Demonstrated background in a Collections Specialist role with responsibility for receivables follow-up and account resolution within a high volume environment.
• Practical knowledge of collection methods and the ability to apply the right approach based on account circumstances.
• Proficiency with Microsoft Office, including strong Excel skills, and comfort working in database-driven environments.
• Ability to perform well in a target-focused setting while maintaining accuracy and professionalism.
• Strong verbal and written communication skills with the ability to build productive customer relationships.
• Sound problem-solving and critical-thinking abilities for researching issues and resolving payment obstacles.
• An associate’s or bachelor’s degree is helpful but not required.
