B2B Collections & Customer Service Specialist

Ledgent-Finance-; Orange (CA); On-site; USD 33,000 - 36,000; Full time

Job summary

Unknown Company is seeking a B2B Collections Representative in Orange, CA to manage an assigned portfolio of commercial accounts. This role focuses on driving collections, handling inbound customer inquiries, and supporting credit decisions while maintaining strong client relationships.

The ideal candidate has experience with Outlook and Excel, and at least 1 year in customer service or business-to-business collections.

Qualifications

• Must have experience with Outlook and email management/communication.
• Good basic Excel skills including creating basic spreadsheets, sorting and formulas.
• 1+ years of customer service or b2b collections experience.

Responsibilities

• Manage and collect on a portfolio of business accounts.
• Conduct outbound calls/emails to secure payment on past-due invoices.
• Handle inbound calls, answering account inquiries and providing invoices/statements.
• Resolve billing issues and disputes professionally.
• Review accounts to approve/deny new credit and credit line increases.
• Maintain accurate documentation of all account activity.

Skills

Customer service

Relationship building

Teamwork

Tools

Outlook

Excel

Job description

Unknown Company is seeking a B2B Collections Representative in Orange, CA to manage an assigned portfolio of commercial accounts. This role focuses on driving collections, handling inbound customer inquiries, and supporting credit decisions while maintaining strong client relationships.

The ideal candidate has experience with Outlook and Excel, and at least 1 year in customer service or business-to-business collections.