Collections Specialist

• Review recurring aging reports to identify overdue accounts and prioritize collection efforts based on account status and payment history
• Contact clients regarding past-due balances, answer payment-related questions, and encourage timely resolution of outstanding invoices
• Investigate billing concerns or disputed charges by partnering with Project Managers to clarify account details and determine next steps
• Maintain accurate notes on client conversations, payment commitments, and follow-up actions by project and customer account
• Track open receivables and monitor progress to ensure issues are resolved in a timely and organized manner
• Support invoice and billing-related activities, including reviewing statements, customer invoices, and work-in-progress details when needed
• Use billing platforms and spreadsheet tools to update account information, prepare reports, and manage collection records efficiently
• Assist with accounts receivable processes within D365 or D365 Finance & Operations when applicable to daily workflow

• At least 2 years of experience in collections, accounts receivable, or a related billing support role
• Strong verbal and written communication skills with the ability to handle client conversations professionally and clearly
• Experience working with invoices, billing statements, account balances, and collection follow-up activities
• Proficiency in Microsoft Excel and comfort using computerized billing or financial systems
• Ability to document account activity thoroughly and manage multiple follow-ups with accuracy
• Strong problem-solving skills for addressing discrepancies, disputes, and payment-related questions

Previous experience with project billing, invoice processing, or work-in-progress tracking

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan