Collections Clerk II - Finance Shared Services

Overview Reporting to the AR Supervisor, the Collections Clerk II is responsible for managing a portfolio of customer accounts with moderate to high complexity, focusing on reducing outstanding receivables and minimizing financial risk. This intermediate-level role independently manages collection activities, resolves account disputes, analyzes customer payment trends, and supports continuous improvement of collection processes. The position requires strong analytical skills, sound judgment, and the ability to balance effective collections practices with maintaining positive customer relationships. Role Details: This role is on-site in-office 5 days/week and can be based out of Hollywood, FL Monday - Friday, 40 hours/week Full-time Permanent Responsibilities Manage an assigned portfolio of customer accounts, including mid-to-high risk and complex accounts Review aging reports and proactively prioritize collection efforts to reduce past-due balances Conduct collection activities through phone calls, emails, and written correspondence to secure payment commitments and resolve delinquent accounts Negotiate payment arrangements and repayment plans within established company guidelines Monitor customer payment commitments and follow up on broken promises or overdue balances Investigate and resolve complex disputes, short payments, deductions, and billing discrepancies Perform detailed account reconciliations to ensure accurate outstanding balances and account records Identify recurring account issues and recommend corrective actions to improve collection outcomes Collaborate with Operations, Billing, Cash Applications, and other internal stakeholders to resolve account issues efficiently Assess customer payment behavior and identify potential credit or collection risks Escalate high-risk accounts, legal matters, bankruptcies, or accounts requiring write-offs to management Support recommendations regarding credit holds, account reviews, or account adjustments based on payment trends Maintain accurate and detailed documentation of collection activities, customer communications, and account status updates Assist with the preparation of aging reports, collection metrics, and departmental performance reporting Support month-end close activities and reporting requirements related to accounts receivable Provide guidance and support to junior team members, including onboarding and training assistance Identify opportunities to improve collection processes, workflows, and system efficiencies Ensure compliance with company policies, internal controls, and applicable regulations Other work duties as assigned. Qualifications

KNOWLEDGE, SKILLS & ABILITIES:

Strong understanding of accounts receivable, collections practices, and credit management principles Knowledge of collection strategies, customer account management, and dispute resolution techniques Proficiency with ERP/accounting systems such as Sage, VantagePoint, or similar platforms Advanced Microsoft Excel skills, including data analysis, lookups, and PivotTables Strong negotiation, conflict resolution, and customer service skills Advanced analytical and problem-solving abilities Ability to interpret financial information and identify payment trends or collection risks Resourcefulness in locating customer information through internal resources, business databases, and publicly available sources Strong attention to detail and accuracy Effective time management and organizational skills with the ability to prioritize competing responsibilities Strong written and verbal communication skills, including professionalism in difficult customer interactions Ability to work independently with minimal supervision Ability to mentor and support junior team members Ability to maintain confidentiality and handle sensitive financial information with discretion Resilient, persistent, and results-oriented approach to collections activities

EDUCATION:

Post-secondary education in Accounting, Finance, Business Administration, or a related field preferred Certified Collections Professional (CCP) designation or progress toward certification considered an asset 3–5 years of experience in collections, accounts receivable, credit, or a related finance function required Experience managing complex, high-volume, or high-value customer accounts required Bilingualism considered an asset

WORKING CONDITIONS:

Work is performed primarily in an office environment with frequent use of a computer and other standard office equipment Extended or irregular hours may be required during peak business periods, special projects, or critical deadlines Occasional travel may be required for meetings, training, or business support Work involves handling multiple tasks with competing deadlines and frequent interruptions NV5 provides equal employment opportunities (EEO) to all applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. NV5 complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. #J-18808-Ljbffr NV5, Inc.