Collections Specialist: AR & Billing Expert

Lancesoft; Town of Lancaster (NY); On-site; USD 37,000 - 40,000; Full time

Job summary

Lancesoft in Lancaster, NY is seeking an Accounting Clerk II/Collections Specialist to manage customer accounts, monitor aging, and ensure timely payments. You will collaborate with Sales, Customer Service, and Finance to resolve disputes and support cash flow.

Responsibilities include monitoring AR aging, contacting customers via phone and email, reconciling accounts, preparing collections reports, and assisting with month-end close while ensuring compliance with company policies.

Qualifications

• 5 yrs. of collections phone experience.

Responsibilities

• Monitor accounts receivable aging reports and prioritize collection activities.
• Contact customers via phone, email, and written correspondence regarding past-due invoices.
• Investigate and resolve billing discrepancies, payment disputes, and account issues.
• Maintain accurate records of collection efforts and customer communications.
• Collaborate with Sales, Customer Service, and Finance teams to resolve outstanding account concerns.
• Review customer payment trends and identify potential collection risks.
• Reconcile customer accounts and ensure proper application of payments.
• Prepare weekly and monthly collections status reports.
• Escalate significantly delinquent accounts to management as appropriate.
• Support month-end closing activities related to accounts receivable.
• Assist in evaluating customer creditworthiness and recommending credit limit adjustments.
• Ensure compliance with company policies, accounting procedures, and customer contractual requirements.
• Promote positive customer relationships while maintaining effective collection practices.

Skills

Phone collections

Job description

Lancesoft in Lancaster, NY is seeking an Accounting Clerk II/Collections Specialist to manage customer accounts, monitor aging, and ensure timely payments. You will collaborate with Sales, Customer Service, and Finance to resolve disputes and support cash flow.

Responsibilities include monitoring AR aging, contacting customers via phone and email, reconciling accounts, preparing collections reports, and assisting with month-end close while ensuring compliance with company policies.