Collection Specialist

Collection Specialist

The Collection Specialist will carry out the directives of the AR Collections Department, respond to day to day email requests, send invoice copies, and correspond with attorneys relating to their AR balances and customer requests. This position will also assist with deposit creation and cash receipts posting.

Position Reports to: Revenue & Accounting Manager

Overall Responsibilities:

Primary duties will include, but are not limited, to the following:

• Proactive monitoring and collection of assigned Accounts Receivable, to achieve maximum effectiveness, so as to meet monthly and annual revenue targets
• Be able to articulate in a calm and professional manner with AGG internal and external clients when discussing payment due the firm.
• Carry out the directives of the AR Collections department. Escalate situations involving internal/external clients as appropriate.
• Obtain and maintain client information and accurately notate this information in the Fulcrum systems.
• Prepare collections letter and various AR reports from Fulcrum.
• Must have ability to create and understand the audit trail of accounts receivable/billing inquires (billings to payments). Prepare various AR spreadsheets as necessary and be actively involved in AR projects when required.
• Responsible for suggesting, implementing and administering routines that will effectively enhance the billing and collection/maintenance of the firm's AR.
• Assist with creation of daily deposits and posting of cash receipts as needed.
• Process AR write-offs as authorized by attorneys.
• Overtime may be required on occasion.
• Other duties/tasks as assigned

Required skills:

• Excellent verbal, listening and written communication skills
• Self-starter, professional demeanor and strong customer service orientation
• Assertive, confident and diplomatic
• Ability to interact well with all members of the firm
• Proactive and results driven
• Strong organizational skills
• Proficient in operating a personal computer, standard business software, financial and collection applications and Excel

Education and Experience Requirements:

• A Bachelor's Degree preferred
• A minimum of 3 years of commercial collection experience in a professional services environment

Mental/Physical/Environmental Requirements

• Indoor offices with controlled temperatures with limited exposure to noise, dust, chemicals.
• Mobility within the office including movement from floor to floor.
• May sit for long periods of time.
• Crouching, kneeling standing, walking, pushing pulling and lifting occasionally
• Operating a personal computer, telephone, voicemail and other office equipment on a regular basis.
• Must be able to express and exchange ideas by means of the spoken word.
• Must have the ability to convey detailed information in a clear and concise manner through spoken word.
• Must demonstrate good problem-solving skills.
• Eligible for hybrid schedule after 90 days employment and satisfactory performance.

FLSA Status Non-Exempt

Hours Full-time, Monday-Friday, 9:00 a.m. – 5:30 p.m., 1 hour for lunch. Overtime and schedule flexibility as required.

ADA: The employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.

This job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and marginal job functions are subject to modification.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.