Collections Specialist

Collections Specialist I

Department: Accounting / Credit & Collections FLSA: Non-Exempt Reports To: Collections Manager Location: Corporate Office

Position Summary

The Collections Specialist I is an entry-level collections role responsible for managing routine customer account follow-up, resolving basic past due invoices, and supporting cash application efforts. This role focuses on building foundational collections skills, communication discipline, and accuracy in account tracking within a high-volume fuel transportation environment.

Key Responsibilities

• Monitor assigned customer accounts for past due balances • Perform routine collection follow-up via phone and email • Document all collection activity in ERP or AR system • Assist customers with basic invoice questions and payment status updates • Coordinate with Billing to resolve simple invoice discrepancies • Support cash application and account reconciliation activities • Escalate unresolved or complex disputes to senior staff • Maintain organized tracking of aging accounts

Success Profile

• Strong communication and professionalism with customers • Comfortable working in a structured, process-driven environment • High attention to detail in tracking receivables activity • Willingness to learn AR systems and collections processes

Key Performance Indicators (KPIs)

• Timeliness of collections follow-up activity • Reduction in assigned overdue balances
• Accuracy of account documentation
• Response time to customer inquiries