Collections Specialist

ProTrans; Monterrey; Presencial; MXN 300.000 - 380.000; Jornada completa

Descripción de la vacante

ProTrans in Monterrey is seeking an experienced Collections & Account Management professional to track, record, and reconcile assigned customer accounts and to contact past-due customers to request payment. You will process payments, arrange payment timelines, identify documentation gaps, and provide invoice materials to support timely collections, while preparing customer-specific reports.

The role requires a Bachelor's degree, 3 years' experience in AR or related admin work, and proficiency

Formación

• Bachelor's degree required.
• 3 years of experience in collections, accounts receivable, billing, customer service, or related administrative role.
• Basic understanding of invoicing, payment processing, and account reconciliation.
• Ability to work with datasets (Excel, CSV files, BI tools) and create simple reports.
• Strong communication skills for contacting customers regarding past-due accounts.
• Ability to multitask, meet deadlines, and maintain accuracy in time-sensitive situations.
• Proficiency with Microsoft Office (Excel, Outlook, Teams) and familiarity with accounting/ERP systems.

Responsabilidades

• Track, record, and reconcile assigned customer accounts.
• Contact past-due customers to request payment and resolve outstanding balances.
• Process payments and assist with arranging payment timelines or installment plans when necessary.
• Identify gaps in supporting documentation or invoices and notify the assigned collector.
• Provide required invoice documentation to customers, including printing, resubmitting, uploading, or emailing materials to support payment processing.
• Ensure all paperwork is accurate, complete, and available to support timely collections.

Conocimientos

Communication

Multitasking

Time management

Educación

Bachelor's Degree

Herramientas

Excel

BI tools

ERP systems

Descripción del empleo

• Track, record, and reconcile assigned customer accounts.
• Contact past-due customers to request payment and resolve outstanding balances.
• Process payments and assist with arranging payment timelines or installment plans when necessary.
• Identify gaps in supporting documentation or invoices and notify the assigned collector.
• Provide required invoice documentation to customers, including printing, resubmitting, uploading, or emailing materials to support payment processing.
• Ensure all paperwork is accurate, complete, and available to support timely collections.

Key Responsibilities

Collections & Account Management

• Track, record, and reconcile assigned customer accounts.
• Contact past-due customers to request payment and resolve outstanding balances.
• Process payments and assist with arranging payment timelines or installment plans when necessary.
• Identify gaps in supporting documentation or invoices and notify the assigned collector.

Invoice & Documentation Management

• Provide required invoice documentation to customers, including printing, resubmitting, uploading, or emailing materials to support payment processing.
• Ensure all paperwork is accurate, complete, and available to support timely collections.

Reporting & Data Analysis

• Pull data sets from FA&P portals for analysis.
• Extract data from the accounting system and combine it with BI tool outputs.
• Prepare customer-specific reports according to required deadlines.

Administrative Support & Continuous Improvement

• Support the Collections Team with administrative duties related to accounts receivable.
• Participate in continuous improvement initiatives to increase efficiency and accuracy within the team.

Minimum Requirements

• Bachelors Degree
• 3 years of experience in collections, accounts receivable, billing, customer service, or a related administrative role.
• Basic understanding of invoicing, payment processing, and account reconciliation.
• Ability to work with datasets (Excel, CSV files, BI tools) and create simple reports.
• Strong communication skills for contacting customers regarding past-due accounts.
• Ability to multitask, meet deadlines, and maintain accuracy in time-sensitive situations.
• Proficiency with Microsoft Office (Excel, Outlook, Teams) and familiarity with accounting/ERP systems.