Collections Specialist, Robert Half

Collections Specialist

Robert Half

Location:
United States, Sacramento

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Robert Half Contracts Finance & Accounting is seeking a Collections Specialist to join a well-known and fastly growing oil and petroleum company. This full-time onsite position offers an opportunity for growth and involves customer account management, collections, customer service, administrative duties, and creditworthiness assessments. The ideal candidate will be comfortable with heavy phone usage and possess strong skills in accounting software, billing, and Excel.

Job Responsibility:

Aligning with company-wide goals and metrics, including Days Sales Outstanding (DSO) thresholds and 45+ aged targets
Managing customer account portfolio, including contacting overdue customers to bring accounts current, establishing payment plans, and meeting weekly internally to provide comprehensive updates on portfolio movement
Providing customer service requests, including reconciling disputes related to customer statements and invoices
Performing administrative duties such as answering inbound calls, sorting documents, filing, and posting customer payments
Assessing creditworthiness to determine whether customers are suitable for sales under credit terms
Performing other related duties and projects as business needs require at the direction of the Credit Manager, Controller, or CFO

Requirements:

Proficiency in accounting software systems, including CRM platforms and Epic Software
Experience in accounts receivable processes and collection procedures
Strong skills in billing functions and claim administration
Ability to handle inbound calls professionally and efficiently
Advanced knowledge of Microsoft Excel for data analysis and reporting
Familiarity with tools like Accurint and ADP Financial Services
Excellent communication and problem-solving skills to address customer inquiries and disputes effectively

What we offer:

Access to medical, vision, dental, and life and disability insurance
Eligibility to enroll in a 401(k) plan
Competitive compensation
Free online training

Additional Information:

Job Posted:
May 31, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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