Collections Specialist

Jobtailor; Melville (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in Melville, NY is seeking an experienced accounts receivable specialist to manage client accounts, review aging reports, and drive timely collections. You will contact clients by phone and email, negotiate payment arrangements, and coordinate with billing and finance to resolve discrepancies.

The ideal candidate has 3–5 years in collections or AR, strong Excel skills, and the ability to work independently and within a team, while maintaining confidentiality and adherence to policies.

Qualifications

• High school diploma or GED required
• Bachelor’s Degree or two years of experience on a specialized subject matter
• Must maintain current required licenses and certifications relevant to field of expertise
• Verbal and written communication across all levels of the organization
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in a team environment and independently
• Ability to analyze and prioritize multiple responsibilities
• Three to five years of experience in collections, accounts receivable, billing, customer service, or related financial operations
• Working knowledge of accounts receivable processes, aging reports, payment terms, account reconciliation, and dispute resolution
• Proficiency with Microsoft Excel, Outlook, and accounting or ERP systems
• Strong negotiation, analytical, and problem-solving skills
• Ability to manage multiple priorities, meet deadlines, and maintain accuracy in a high-volume environment

Responsibilities

• Manage an assigned portfolio of client accounts and review aging reports
• Identify overdue invoices, high-risk balances, and collection priorities
• Contact clients by phone and email to secure payment and follow up on commitments
• Develop and document payment arrangements according to approval requirements and company policies
• Research short payments, unapplied cash, invoice discrepancies, and account issues
• Coordinate with billing, cash application, client service, and finance teams
• Maintain accurate account notes, correspondence, disputes, commitments, and next steps
• Escalate significant delinquencies, disputed balances, broken commitments, and accounts requiring additional action
• Prepare collection status updates, account analyses, and leadership reports
• Communicate risks to support A/R reserves
• Support cash collection targets and reduce past-due receivables and Days Sales Outstanding
• Build relationships with clients and internal stakeholders while handling sensitive financial matters
• Follow internal controls, confidentiality requirements, collection policies, and regulations

Skills

Accounts Receivable Management

Payment Arrangement Development

Aging Report Analysis

Negotiation Skills

Customer Service

Excel

Communication Skills

Education

High School Diploma

GED

Relevant Licenses and Certifications

Tools

Microsoft Excel

Microsoft Outlook

Accounting Systems

ERP Systems

Job description

• Manage an assigned portfolio of client accounts and review aging reports
• Identify overdue invoices, high-risk balances, and collection priorities
• Contact clients by phone and email to secure payment and follow up on commitments
• Develop and document payment arrangements according to approval requirements and company policies
• Research short payments, unapplied cash, invoice discrepancies, and account issues
• Coordinate with billing, cash application, client service, and finance teams
• Maintain accurate account notes, correspondence, disputes, commitments, and next steps
• Escalate significant delinquencies, disputed balances, broken commitments, and accounts requiring additional action
• Prepare collection status updates, account analyses, and leadership reports
• Communicate risks to support A/R reserves
• Support cash collection targets and reduce past-due receivables and Days Sales Outstanding
• Build relationships with clients and internal stakeholders while handling sensitive financial matters
• Follow internal controls, confidentiality requirements, collection policies, and regulations

Requirements

• High school diploma or GED required
• Bachelor’s Degree or two years of experience on a specialized subject matter
• Must maintain current required licenses and certifications relevant to field of expertise
• Verbal and written communication across all levels of the organization
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in a team environment and independently
• Ability to analyze and prioritize multiple responsibilities
• Three to five years of experience in collections, accounts receivable, billing, customer service, or related financial operations
• Working knowledge of accounts receivable processes, aging reports, payment terms, account reconciliation, and dispute resolution
• Proficiency with Microsoft Excel, Outlook, and accounting or ERP systems
• Strong negotiation, analytical, and problem-solving skills
• Ability to manage multiple priorities, meet deadlines, and maintain accuracy in a high-volume environment

Core Competencies

Demonstrates expertise in accounts receivable processes, including managing client accounts, analyzing aging reports, and developing payment arrangements. Proficient in communication and negotiation, with a strong focus on customer service and maintaining compliance with financial regulations.

Highest-signal resume keywords

• Accounts Receivable Management
• Payment Arrangement Development
• Aging Report Analysis
• Negotiation Skills
• Customer Service

Hard Skills

• Accounts Receivable Processes
• Payment Terms
• Account Reconciliation
• Dispute Resolution
• Financial Analysis

Soft Skills

• Verbal Communication
• Written Communication
• Analytical Skills
• Problem-Solving Skills
• Team Collaboration

Certifications & Qualifications

• High School Diploma
• GED
• Relevant Licenses and Certifications

Industry Keywords

• Client Accounts
• Collection Policies
• Cash Collection Targets
• Days Sales Outstanding
• Financial Operations

Tools & Technologies

• Microsoft Excel
• Microsoft Outlook
• Accounting Systems
• ERP Systems