Data-Driven Collections Specialist (Power BI & Excel)

Addison Group

Houston (TX)

On-site

USD 42,000 - 64,000

Full time

9 days ago

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Job summary

Addison Group in Houston, TX is seeking a detail-oriented Collections Specialist to manage a high-volume portfolio of 1,000+ customer accounts. You will conduct daily outreach via phone and email, analyze aging reports in Excel, and apply targeted strategies to reduce balances.

The role emphasizes resolving discrepancies, tracking targets, and leveraging Power BI to support collection efforts in a fast-paced environment.

Qualifications

  • Manage a high volume of customer accounts in a fast-paced collections environment.
  • Complete a minimum of 35 customer contacts per day through phone and email.
  • Utilize Excel to download, organize, filter, sort, and analyze spreadsheets, including aging reports and tracking collection targets.
  • Focus on high-aging accounts, account cleanup, and reducing outstanding balances.
  • Conduct detailed research to resolve account discrepancies, identify payment issues, and determine appropriate collection strategies.
  • Utilize Power BI as a collections tool to analyze account data and support collection efforts.

Responsibilities

  • Manage a high volume of customer accounts in a fast-paced collections environment.
  • Handle a portfolio of 1,000+ customers with varying account sizes and invoice volumes.
  • Complete a minimum of 35 customer contacts per day via calls and emails.
  • Use Excel to download, organize, filter, sort, and analyze aging reports and collection targets.
  • Focus on high-aging accounts and reducing outstanding balances.

Skills

Customer account management
Phone and email communication
Attention to detail
Data analysis

Tools

Excel
Power BI

Job description

Addison Group in Houston, TX is seeking a detail-oriented Collections Specialist to manage a high-volume portfolio of 1,000+ customer accounts. You will conduct daily outreach via phone and email, analyze aging reports in Excel, and apply targeted strategies to reduce balances.

The role emphasizes resolving discrepancies, tracking targets, and leveraging Power BI to support collection efforts in a fast-paced environment.

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