Job Description

RESPONSIBILITIES:

• Review assigned AR aging reports and follow up on past‑due balances per established procedures.
• Contact customers by phone, email, and mail to request payment and resolve routine invoice inquiries.
• Coordinate with Sales, Service, and Billing to support resolution of billing issues.
• Track payment commitments and follow-up on missed or partial payments in accordance with department guidelines.
• Accurately document collection activity and account updates in Microsoft Dynamics 365 and related systems.
• Maintain customer account records, including contact information and correspondence history.
• Escalate complex disputes, non‑responsive accounts, or higher‑risk situations as required.
• Assist with routine collections reporting and provide status updates upon request.

MINIMUM AND/OR PREFERRED QUALIFICATIONS:

EDUCATION:

• High School Diploma or equivalent

EXPERIENCE:

• 2+ years of collections, accounts receivable, or customer service experience
• Experience in a service-oriented environment preferred

CERTIFICATES, LICENSES, REGISTRATIONS

• None required

SKILL REQUIREMENTS:

Technical Skills:

• Working knowledge of Microsoft Office (Excel, Outlook, Word)
• Experience with Microsoft Dynamics 365 or similar ERP systems preferred

Soft Skills:

• Clear and professional verbal and written communication
• Ability to handle routine collection conversations calmly and respectfully
• Strong organizational skills and attention to detail
• Ability to follow procedures and meet deadlines