Collections Coordinator Job Description Template
Our company is looking for a Collections Coordinator to join our team.
Responsibilities:
- Provide accurate and timely reporting of performance metrics;
- Help with collections on accounts assigned by Lead Accounting Coordinators (act as a backup when they are out of office);
- Process refunds in compliance with federal guidelines;
- Ensure all assigned accounts are managed in a timely and accurate fashion;
- Engage Sunrun customers with the highest level of professionalism;
- Thoroughly and accurately document all collection efforts for each assigned account;
- Monitor student accounts;
- Complete other duties/tasks as assigned;
- Contact students via email, phone and mail for in-house collections;
- Performing follow ups on all assigned accounts and reports balances over 60 days to the Controller on a monthly basis;
- Monitoring insurance payments;
- Daily review of A/R aging reports to identify delinquent invoices requiring immediate follow-up;
- Review and mail/email invoices & monthly customer statements;
- Weekly review and reporting of collections metrics to track progress against monthly forecasted goals;
- Contact delinquent customers by telephone, email, and letters according to collections policies.
Requirements:
- Highly organized, self-disciplined and possess the ability to work in a fast-paced environment with a willingness to learn;
- Process-minded with the ability to problem solve, detect patterns, and give advice on trouble shooting;
- Salesforce experience preferred;
- Bi-lingual a plus (Spanish);
- BS in accounting is a plus;
- Advanced Excel skills and an ability to work on complex issues;
- Experience with Thomson 3E and Microsoft office applications a plus;
- Bachelor’s degree preferred and a minimum of two years of collections, accounts receivable, or customer service experience required;
- In lieu of a Bachelor’s degree, a minimum of 5 years equivalent work experience required;
- Ability to work independently and under some pressure to meet deadlines;
- Law firm experience preferred;
- 5+ years of collection experience;
- Oracle experience preferred.