Collection Coordinator

Job Description

Job Description

Description:

A Collection Coordinator provides day-to-day support for the Credit Department, assisting as a liaison between both external and internal customers. Collection Coordinators are responsible for managing a group of designated customer accounts, ensuring the customers are adhering to their credit terms, while providing quality customer service.

• Full-time in office at our SLC Headquarters
• Hours are M-F 8:30-5:00
• Starting salary is $22.26 - $26.86 depending on experience

Duties and Responsibilities

• Understand how to work and keep others safe in the work environment.
• Participate in Continuous Improvement initiatives.
• Contact customers with a past due balance via phone email, written letters, and in person.
• Create and manage customer relationships.
  • Contact new customers for company introduction.
  • Verify contact information and invoice and statement delivery preferences.
  • Provide monthly checks via phone calls, emails, and text messages.
  • Notify customers of any marketing of CAT promotions.
• Answer phone calls as they come in and respondto emails promptly.
• Monitor assigned accounts to identify any outstanding invoices or issues.
• Work with internal departments to resolve customer disputes and other issues as they arise.
• Ensure customers are receiving their invoices and statements.
• Collect payments from customers.
  • Provide payment options over the phone/email for credit card or ACH.
  • Provide financing options with the CAT Card and/or CAT Financial.
• Work with leadership to plan, prepare and present payment plans to customers that need assistance paying their past due account balance.
• Reconcile accounts and resolve payment discrepancies.
• Submit invoices into 3rd party platforms, when needed.
• Partner with Accounts Receivable to ensure accurate posting of payments.
• Crosstrain on team members’ duties and assist when needed.
• Perform all other duties as assigned.

Qualifications

• Education
  • High School Diploma (required)
  • Associates degree in related field (preferred)
• Professional Certification
  • National Association of Credit Management (NACM) designation (preferred)
• Specialized skills
  • Credit and collection experience 1-2 years (preferred)
  • Microsoft Office (Word, Excel, PowerPoint, Outlook)
  • Excellent oral and written communication
  • Adapts well to change, and trusts that changes are made when necessary.
  • Excellent organization and time management

Characteristics

• Team player who wants peers to succeed and is willing to help and collaborate rather than compete.
• Trustworthy, accountable, reliable and does not require constant supervision.
• Positive attitude that focuses on solutions to overcome challenges.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).