AR Collections Agent

Triup, Inc.; Brea (CA); On-site; USD 35,000 - 50,000; Full time

Job summary

A financial services company in California is seeking an AR Collections Agent to manage overdue accounts and facilitate payments. The ideal candidate will have a background in customer service, proficiency in Microsoft Office, and strong communication skills. Responsibilities include monitoring accounts, contacting debtors, and ensuring accurate record-keeping. This role does not require specific collections experience but emphasizes conflict resolution and coordination with internal teams.

Qualifications

• Ability to monitor accounts and contact delinquent clients.
• Proficient in Microsoft Office Suites (Word, PowerPoint, Excel).
• Excellent written and verbal communication skills.

Responsibilities

• Monitor aging reports and identify overdue payments.
• Contact debtors to address overdue payments.
• Communicate with Sales and Accounting for accurate client records.

Skills

Communication skills

Conflict resolution skills

Customer service background

Education

High school diploma; associate’s or bachelor’s degree in business preferred

Job description

General Position Summary

Seeking an AR Collections Agent to help us collect outstanding debts in our AR aging as well as assist in performing accounts receivable functions. In this role, you will monitor our accounts and contact clients who are delinquent to find a resolution for payment. While you do not need any specific collections experience, you should have a background in customer service. Conflict resolution skills and communication skills are crucial in this position as it requires constant communication between the debtor, Accounting and Sales teams.

Essential Job Functions

• Monitoring aging reports, identifying accounts with overdue payments, keeping records of the amount owed and to keep record of resolution for each account.
• Locating debtors and contacting them via phone or email to address their overdue payments and determine the reason for the outstanding debt.
• Contacting customers to inform them on their delinquency, encourage on-time payments and set up payment plans that will facilitate good standing credit.
• Communicating with the Sales and Accounting team to maintain accurate and updated information on client accounts and payments.
• Reviewing customer records for accuracy and handling disputes to make sure that account information is entered and maintained appropriately.
• Documenting daily collections progress & activity.
• Maintaining accurate records about customer payment statuses.
• Supervises AR team members and assists in collecting outstandings.
• Performs daily cash applications and posting.
• Researches and solves payment discrepancies.
• Reconcile credit card payments and credits.
• Adjusts discrepancies receivable accounts as needed.
• Answers inquiries and follows up.
• Reviews files to select delinquent accounts for collection efforts.
• Assists Accounting Manager in preparation of documents for outside auditors.
• Prepares weekly sales reports for the Managements.

Job Dimensions (skills, knowledge & abilities)

Essential Job Dimensions

Speaking, Writing, Communications and Collaboration, Decision-making, Persuasion, Social Perceptiveness, Organization, Reporting, Managing Processes, Analyzing Information, Problem Solving, Monitoring, Time Management, Negotiation

Qualifications

Education & Work Experience

• High school diploma; associate’s or bachelor’s degree in business or related field preferred
• Familiarity with office management procedures and basic accounting principles
• Proficient computer skills including Microsoft Office Suites (Word, PowerPoint, and Excel)
• Excellent written and verbal communication skills

Tools & Equipment

• None

Certificates/ Licenses

• None

Work Environment & Physical Demands

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential job functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Work is performed in an office environment.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential job functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this position, the employee is required to frequently sit and occasionally must stand, walk, use hands and fingers, and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds.

Specific vision abilities include the ability to read and analyze data in hard copy and on a computer screen, measure or identify using eyesight and adjust vision focus