Collections Specialist

Shelby American, Inc.; Greenwich (CT); On-site; USD 50,000 - 75,000; Full time

Job summary

A technology-driven company in Greenwich seeks a Collections Specialist to manage overdue accounts and ensure the financial health of payment processing operations. The ideal candidate will possess strong analytical skills and experience in collections, along with expertise in relevant accounting software. Strong communication skills are essential for this role in maintaining customer relationships and resolving payment issues.

Qualifications

• 3-5 years' experience in collections is required.
• Experience with accounting software like Sage Intacct preferred.
• Strong communication in English is necessary.

Responsibilities

• Manage overdue accounts and negotiate payment plans.
• Prepare and send accurate invoices to clients.
• Maintain organized records of all transactions.

Skills

Problem Solving

Analytical Skills

Attention to Detail

Communication Skills

Interpersonal Skills

Education

Undergraduate College Degree

Tools

Sage Intacct

Microsoft Excel

Word

Outlook

Job description

Description

We are a technology-driven company. We built our business with the purpose of empowering people and improving their organizations, one payment at a time.

We started our journey by providing smart and simple payment processing tools and products but haven’t stopped there. We are backed by a team of world-class experts and the best technology talent, and we are committed to helping more new businesses get started, increase the revenues of our customers, and bridge the gap between online merchants and payment solutions.

Our mission is to give companies the tools they need to change the future of their business.

Requirements

The Collections Specialist plays a crucial role in managing the financial health of our payment processing operations. This role is responsible for managing overdue accounts, contacting customers to collect outstanding debts, and negotiating payment plans while maintaining a high level of customer service and professionalism.

Responsibilities & Duties

• Prepare, review, and send accurate invoices to clients based on services rendered, ensuring compliance with company policies.
• Verify the accuracy of billing information and resolve any discrepancies or issues.
• Contact clients via phone, email, and other communication channels to secure payment and resolve any outstanding issues.
• Process incoming payments through various channels, including ACH, credit card, and wire transfers, ensuring accurate application to client accounts.
• Maintain accurate and organized records of all transactions, communications, and documentation related to accounts receivable.

Skills/Competencies

• Judgment and resourcefulness to solve problems independently.
• Strong technical aptitude and willingness to learn.
• Strong analytical skills, attention to detail, and the ability to work independently in a fast-paced environment.
• Strong communication and interpersonal skills, with the ability to manage client relationships effectively.
• Must possess strong communication skills (in English) both verbal and written.

Qualifications / Experience

• 3-5+ years of experience in collections
• Experience with Sage Intacct or other related accounting software tools
• Experience with various computer skills: Word, Outlook, and Internet savvy
• Advanced skills in Microsoft Excel
• Possess knowledge of the acquiring business with respect to industry trends, business risk factors, and other operational procedures associated with booking merchants

Education Requirements

• Undergraduate college degree preferred