B2B Collections Clerk

Choicelegal-1; Tampa (FL); On-site; USD 42,000 - 56,000; Full time

Job summary

Choice Legal is seeking an experienced Collections Clerk to manage and collect balances from corporate and professional clients onsite in Tampa, FL. You will work Monday to Friday, 8:30am-5:00pm, ensuring timely payment while maintaining long-term relationships.

Qualified candidates have a 2+ year background in accounts receivable/collections, a degree in business-related fields, and proficiency with Great Plains, Excel, Word, and Outlook. Equal opportunity employer.

Qualifications

• Associate’s or Bachelor’s degree in Business, Accounting, Finance, or a related field preferred.
• Must have B2B collections experience.
• A minimum of two years of experience in accounts receivable and/or collections required.

Responsibilities

• Conduct aging review of accounts 30+ days and contact clients for collections.
• Print and mail current/past due invoices as needed.
• Resolve invoice problems or discrepancies with clients and follow up for collection.
• Research and respond to payment inquiries and invoice questions.
• Maintain files on billing and accounting information.
• Escalate disputes to Accounting Manager for resolution as needed.
• Prepare information for audits.
• Ensure confidentiality and security of financial files.
• Handle clerical duties such as calls, messages, filing, scanning, and copying.
• Adhere to safety, confidentiality, and company directives.

Skills

Numerical math

Software proficiency

Follow instructions

Accuracy

Communication

Independent work

Confidentiality

Work under pressure

Team player

Policy adherence

Time management

Education

Associate/Bachelor in Business/Accounting/Finance

Tools

Great Plains

Microsoft Word

Outlook

Excel

Job description

Job Details

Job Location: Tampa, FL 33610 Position Type: Full Time

Choice Legal is seeking an experienced Collections Clerk with a strong Business-to-Business (B2B) background to join our team onsite in Tampa, FL. This role focuses on managing and collecting outstanding balances from corporate and professional clients, ensuring timely payment while maintaining positive, long-term business relationships. All collection activities must align with company policies as well as state and federal regulations.

The schedule is Monday to Friday 8:30am-5:00pm. This is an onsite role.

ESSENTIAL JOB FUNCTIONS

• Conduct systematic review of all aging accounts over 30 days and contact clients regarding the collection of outstanding accounts.
• Print and mail current and/or past due invoices as needed.
• Contact clients to resolve any invoice problems or discrepancies and if necessary, make additional contact with clients for the collection of outstanding invoices.
• Research and respond to inquiries from clients regarding payment issues, and invoice inquiries.
• Maintain files on all pertinent billing and accounting information.
• When necessary, report any unresolved disputes with customers to the Accounting Manager for resolution.
• Prepare and provide various information as requested for audit.
• Ensure the confidentiality and security of all financial files.
• Perform a variety of clerical duties including, but not limited to, answering telephone inquiries, taking messages, filing, scanning and photocopying.
• Abide by all rules of the company such as safety, confidentiality and organizational directives.
• Performs other duties as assigned by management.

QualificationsEducation and/or Experience

• Associate’s or Bachelor’s degree in Business, Accounting, Finance, or a related field preferred.
• Must have B2B collections experience.
• A minimum of two years of experience in accounts receivable and/or collections required.

QUALIFICATIONS

• Must be able to add, subtract, multiply, and divide in all units of measure, using whole numbers, decimals, fractions, hours & minutes, and possess the ability to compute rates and percentages.
• Must be knowledgeable in multiple software programs, including, but not limited to, Great Plains, Microsoft Word, Outlook, Excel, and the Internet.
• Ability to follow instructions and respond to managements’ directions accurately.
• Must demonstrate a high level of accuracy in preparing and entering financial information and look for ways to improve and promote quality and monitors own work to ensure quality is met.
• Must demonstrate exceptional communication skills by conveying necessary information accurately, listening effectively and asking questions where clarification is needed.
• Must be able to work independently, prioritize work activities and use time efficiently.
• Must be able to maintain confidentiality.
• Must be able to stay focused and concentrate under normal or heavy distractions and be able to work well under pressure and or strict deadlines.
• Must be able to demonstrate and promote a positive team -oriented environment.
• Ability to manage change, delays, or unexpected events appropriately.
• Ability to follow all company policies and procedures in effect at time of hire and as they may change or be added from time to time..

Choice Legal is an Equal Opportunity Employer and affords equal opportunity to all qualified applicants for all positions without regard to protected veteran status, qualified individuals with disabilities and all individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age or any other status protected under local, state or federal laws.

Equal Opportunity Employer - Minorities/Females/Disabled/Veterans