Impactful Collections Specialist—Billing & Client Care

TaxRise Inc.; Irvine (CA); Vor Ort; USD 46.000 - 52.000; Vollzeit

Benefits dieser Stelle

Health insurance

Paid time off

401(k) with company match

Professional development

Gym access and gaming lounge

Team lunches

Zusammenfassung

TaxRise, Inc. is seeking a Collections Specialist to support client satisfaction and financial success by managing payment collections and resolving billing issues.

The role requires proactive communication with clients, lenders, and internal teams to collect outstanding payments and provide timely case updates. Ideal candidates are proactive, professional, and solutions-driven with strong communication skills and customer service experience.

Qualifikationen

• High school diploma or GED; or three years of related experience; or equivalent combination of education and experience.
• 2 to 3 years of experience in collections, billing or high-volume customer service.
• Experience handling sensitive financial information discreetly and ethically.
• Strong communication skills—verbal and written; bilingual in English and Spanish preferred.

Aufgaben

• Handle a high volume of inbound and outbound calls related to billing and collections.
• Pull and review past-due accounts and reach out to clients to collect payment.
• Provide lenders and internal teams with accurate and timely case updates.
• Resolve billing inquiries with a client-first approach.
• Follow up on payment arrangements and assist clients in bringing accounts current.
• Identify reasons for account delinquency and elevate complex issues to management.
• Ensure accurate and up-to-date client contact information.
• Regularly monitor and manage open accounts to identify outstanding debts.
• Record payments accurately and maintain organized records.
• Explain payment workout options within company guidelines.
• Maintain compliance with federal and state regulations related to billing and collections.
• Perform general office tasks and additional duties assigned by management.

Kenntnisse

Customer service experience

Communication skills

Bilingual English/Spanish

Ausbildung

High School Diploma or GED

Jobbeschreibung

TaxRise, Inc. is seeking a Collections Specialist to support client satisfaction and financial success by managing payment collections and resolving billing issues.

The role requires proactive communication with clients, lenders, and internal teams to collect outstanding payments and provide timely case updates. Ideal candidates are proactive, professional, and solutions-driven with strong communication skills and customer service experience.