Collections Specialist

Truity Partners LLC; Town of Germantown (WI); Hybrid; USD 42,000 - 52,000; Full time

Job summary

Truity Partners LLC in Germantown, WI seeks a temporary B2B Collections Specialist to join the Credit & AR team. Manage a portfolio of commercial accounts, resolve payment issues, and help maintain cash flow. Hybrid schedule with onsite Tue-Thu and remote Mon/Fri.

The assignment lasts 4-6 months and may not convert to permanent. Strong communication, negotiation, and ERP skills are required to succeed.

Qualifications

• 3+ years in B2B collections or AR, with focus on commercial accounts.
• Experience managing a portfolio of commercial customers.
• Strong communication, negotiation, and customer service skills.
• Ability to work independently while handling multiple priorities.
• High attention to detail and organized work style.
• ERP experience required; Epicor P21 and/or MS Dynamics BC a plus.
• Proficiency in Excel and Outlook required.

Responsibilities

• Manage a portfolio of B2B customer accounts.
• Contact customers by phone and email regarding invoices.
• Research and resolve payment discrepancies and billing issues.
• Monitor aging reports and prioritize collections.
• Document customer communications and account activity.
• Collaborate with internal departments to resolve concerns.
• Maintain accurate ERP records.
• Assist with other AR tasks as needed.

Skills

B2B collections

Accounts receivable

Portfolio management

Communication & negotiation

Independent worker

Excel & Outlook

Tools

Epicor Prophet 21 (P21)

Microsoft Dynamics 365 BC

Microsoft Excel

Microsoft Outlook

Job description

A growing and well-established organization in the Germantown area is seeking a Business-to-Business (B2B) Collections Specialist to join its Credit & Accounts Receivable team on a temporary basis. Reporting to the Credit & AR Manager, you'll manage your own portfolio of commercial accounts while partnering with customers to resolve outstanding balances and maintain healthy cash flow.

This assignment is expected to last 4-6 months. While this is not intended to convert to a permanent position, it offers the opportunity to join a collaborative, well-established team in a hybrid work environment.

Hybrid Schedule – Onsite: Tuesday, Wednesday, Thursday in Germantown; Remote: Monday and Friday)

Responsibilities

• Manage a portfolio of B2B customer accounts
• Contact customers by phone and email regarding outstanding invoices
• Research and resolve payment discrepancies and billing issues
• Monitor aging reports and prioritize collection efforts
• Document customer communications and account activity
• Collaborate with internal departments to resolve account concerns
• Maintain accurate records within the company's ERP systems
• Other accounts receivable tasks as assigned

Qualifications

• 3+ years of business-to-business collections and/or accounts receivable experience
• Experience managing a portfolio of commercial accounts
• Strong communication, negotiation, and customer service skills
• Ability to work independently while managing multiple priorities
• High attention to detail and strong organizational skills
• Experience with ERP systems required; Epicor Prophet 21 (P21) and/or Microsoft Dynamics Business Central experience is a plus
• Proficiency with Microsoft Excel and Outlook