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Collection Specialist

Company: WestAir Gases & Equipment
Location: Palm Springs
Posted on: July 30, 2022

Job Description:

The Collection Specialist is responsible for on-boarding new customers and providing collection efforts for payment of outstanding accounts receivable dollars from the existing client base, and all other aspects of collections, resolving customer billing problems, and reducing accounts receivable delinquency. Will maintain contact with staff, branch stores, account managers and customers and observes confidentiality of customer and company matters.

Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

On-board new customers by reviewing new customer information documentation, inputting into system, and sending customer welcome information.
Set up new e-commerce customers by creating log-in information and providing required documentation to customers.
Determine customer credit limits by pulling customer credit information, reviewing references and working with regional managers.
Review and manage weekly aging by professionally contacting customers regarding past due balances.
Identify issues attributing to account delinquency and discuss with Regional Managers or Sales Reps to resolve.
Update customer accounts from Customer Information Sheets where applicable
Answer calls from internal and external customers and provide customers with requested information such as invoice copies, statements or other sources of information.
Research cylinders on account when disputed and provide reconciliation to billing records.
Send out collection notices via certified mail as necessary.
Assist with month end close as required
Support lead and management with special projects as time or capabilities allow.

An Associate's degree with three years of Accounts Receivable, billing and collections experience
Previous knowledge in industrial gas services and data entry is not necessary but desired.
A demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level
Ability to effectively organize, prioritize, multi-task and manage time.
Microsoft Outlook, Excel and Word experience
Excellent listening and interpersonal communication skills to identify critical core competencies based on success factors and organizational environment.

Keywords: WestAir Gases & Equipment, Palm Springs , Collection Specialist, Accounting, Auditing , Palm Springs, California

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