Collections Specialist

Join our Revenue Management Team as a Collections Specialist located in our Dallas office.

We are seeking a highly skilled professional who thrives in a fast-paced, deadline-driven environment. The ideal candidate possesses strong problem-solving and decision-making abilities, ensuring efficiency and accuracy in every task. Excellent communication skills are essential for collaborating effectively across teams and delivering exceptional client service. With a client-focused mindset and an initiative-taking approach, you will play a critical role in driving success, anticipating needs, and providing strategic solutions. If you are someone who demonstrates initiatives, adaptability, and innovation, we invite you to join our team.

This role will be based in our Dallas office, on a hybrid basis. This position reports to the Billing Manager. The candidate must be flexible to work overtime as needed.

Position Summary:

The Collections Specialist is responsible for the accurate and efficient preparation of invoices for various Billing Attorneys. This position will interact with all levels of attorneys, clients, and staff to effectively drive the collection process. The candidate will assist with collections, AR analysis, e-bill invoice rejections, invoice resubmissions, Credit/Retainers refunds, client calls as needed. Candidate should also be flexible to work overtime as needed.

Key Responsibilities:

• Responsible for daily functions of collection efforts, including inventory review, regular consultation with the Billing Attorneys to review issues related to A/R and determine best strategy for collection

• Meet with Billing Attorneys on a monthly basis to review aged investment balances and provide status of investment amounts to local and firm management

• Prepares collection and A/R related reports for discussion with the Billing Attorneys 

• Account reconciliation with special emphasis on high-risk accounts

• Evaluates and recommends on best practices for collection efforts

• Contacts clients regarding payments and assess the collectability of the outstanding amounts due

• Reviews and analyzes short payments and resolve in a timely manner

• Proactively and efficiently communicates A/R information to office and firm management

• Flexibility to attend onsite trainings, work overtime and conduct business travel as needed

Qualifications:

Skills & Competencies

• Highly effective communication, analytical and negotiation skills.

• Extensive knowledge of collections.

• Excellent communication skills to liaise effectively with attorneys, clients, and administrative staff.  

• Strong project management and organization skills required.

• Maintain strict confidentiality.

•  Ability to work independently, in an organized fashion and manage multiple projects.

• Must have the ability to work under pressure to meet strict deadlines.

• Exercises discretion when working with confidential, proprietary, and sensitive information.

Education & Prior Experience

• High school diploma required; bachelor’s degree or equivalent experience in Accounting or Finance preferred.

• Minimum three (3) years of collections experience, preferably in the legal or professional services industry.

• Knowledge of both billing and collections processes required.

Technology

• Aderant Expert, Expert Collections, and Ebilling Hub experience preferred.

• Proficiency with collection systems, financial systems, and other standard business tools preferred.

• Proficiency with Windows-based software including Microsoft Word, Excel and Outlook required.

• Exceptional computer skills with the ability to learn new software applications quickly.

• Understanding of AI capabilities, limitations, and responsible use in a professional environment.

• Familiarity with, or willingness to learn, firm-approved AI tools (e.g., Copilot, ChatGPT, or similar platforms) to support daily workflow and/or improve work quality.  

Physical Requirements:

• While performing the duties of this job, the employee is occasionally required to move from workstation or desk throughout the work area to work independently or with a team to meet with colleagues or supervisor and retrieve work assignments.

• This position may also be sedentary and require the employee to sit for extended periods of time.

• Requires manual dexterity to use a phone, enter data into a computer, handle objects, and use office equipment.