Collections Specialist Job at Robert Half (Sharonville)

Collections Specialist

Robert Half

Location:
United States , Sharonville

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We are seeking a dedicated Collections Specialist to join our Accounting Operations team. In this role, you will manage a high-volume portfolio of accounts receivable (AR), working cross-functionally with internal teams and directly with customers to resolve overdue balances and maintain positive business relationships. If you are detail-oriented, possess strong analytical skills, and enjoy contributing to process improvement, we want to hear from you!

Job Responsibility:

Review weekly aging reports and actively follow up with customers on overdue balances to accelerate collections
Oversee a dynamic portfolio of approximately 700 active AR accounts
Collaborate closely with internal departments and external customers to keep accounts reconciled and in good standing
Investigate and address customer claims and account disputes promptly
Apply cash receipts and reconcile assigned accounts
provide backup support for team cash application duties
Perform credit reviews and recommend suitable credit limits for customers
Research and process refund requests for customers with long-standing credit balances
Supply customers with invoice copies and monthly statements as needed
Review and authorize work order releases for accounts exceeding credit limits
Partner daily with branch Customer Service Representatives and Managers to ensure exceptional AR service
Assist with AR-related vendor documentation, including W9 forms and account setup for governmental agencies
Evaluate and approve requests for credit limit increases
Maintain tax-exempt status and update related tax applications in Vertex
Handle credit balance documentation and facilitate customer refund requests
Prepare, review, and mail monthly statements in a timely fashion
Process incoming credit card payments and prepare deposits for checks not routed to the lockbox
Digitize and upload key customer documentation in internal systems
Embrace and adapt to emerging technology and new software solutions
Support accounting and finance special projects, such as audit documentation requests

Requirements:

2+ years of experience in AR, collections, or a related finance/accounting role
Demonstrated ability to manage a significant volume of accounts with accuracy and professionalism
Strong communication and problem-solving skills
adept at handling difficult conversations with customers
Familiarity with accounting software and proficiency with MS Office Suite (Excel a must)
Experience with cash application, credit review/analysis, and account reconciliations preferred
Ability to multi-task and work collaboratively in a fast-paced, team-oriented environment
Comfort learning and adapting to new technologies and workflows
High attention to detail, organizational skills, and a proactive approach to meeting deadlines

What we offer:

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

Additional Information:

Job Posted:
March 13, 2026

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