- Meet daily collection contact requirement as defined by Supervisor.
- Identifies delinquent accounts and works to resolve issues timely.
- Reviews status of delinquent accounts and initiates collection action by contacting each customer for payment.
- Contacts assigned clients at least once a week through phone, email, or mail to collect payment, determine the reason for overdue payments.
- Perform skip tracing to locate customer information that has not been provided; and placing follow-up calls if payments are not received.
- Research disputed delinquent account balances and provides additional information and backup data to facilitate payment for the client when necessary.
- Manages an assigned portfolio of customers by developing and maintaining relationships with assigned customers; proactively reviewing customer accounts for discrepancies; e-mailing service team members to make adjustments to customer accounts; making timely calls to customers based on previous successes; answering calls and e-mails from customers to reach a resolution on invoices; tracking customer payment history to identify trends and issues; and discussing trends and issues with management to optimize payment plans.
- Makes record of all communications with clients in ERP System.
- Initiates account closure procedure when necessary.
- Collaborates with the Client Services Department to resolve collections issues and finalize credit/debit memos
- Answer team phone tree calls and assist clients as needed.
- Upload client invoice to portals monthly timely as/if needed.
- Notifies the Collections Supervisor of potential collection problems proactively and identifies accounts that need to be sent to a collection agency.
- Participates in organizational activities by compiling information for the audit group upon request.
- Participating in discussions with leadership and management (e.g., monthly/weekly/daily meetings)
- Performs other related duties as assigned.