Job Description
Job Description
The Collections Analyst II is responsible for the efficient, effective, and timely collection of outstanding customer balances through professional written and oral communication. Responsible for managing a portfolio of mid-sized key customer accounts, thoroughly investigating and resolving complex customer deductions, identifying trends and root causes and collaborating with cross-functional teams to address issues. The ideal candidate for this position will have solid background in managing a portfolio of complex mid-sized, or long-outstanding customer accounts.
Essential Duties & Responsibilities
- Prioritize and complete daily collection activities for key account customer portfolio to mitigate risk and ensure collections goals are obtained.
- Analyze customer deductions for validity, research root causes, gather supporting documents, and communicate with customers, both internal and external, to resolve discrepancies.
- Prepare and present PowerPoint account status updates to key stakeholders.
- Complete ongoing customer account reconciliations, navigate disputes and perform research utilizing customer portals.
- Document collections efforts with clear and concise notes.
- Collaborate with cross-functional terms, including sales, customer service and accounting, to investigate and resolve deductions issues in a timely manner.
- Strong communication with key accounts sales organization regarding customer balances, account risks, NSF payments, and disputes
- Perform additional accounts receivable responsibilities as requested by leadership
Job Requirements
- Bachelor’s degree in accounting, Finance, or related discipline preferred.
- 3+ years of commercial collections experience with mid to large customer portfolios preferred.
- Excellent communication and interpersonal skills both internal and external to the organization.
- Recent hands-on experience with SAP preferred.
- Outstanding proficiency with Microsoft Office applications including Outlook, Excel, Word and PowerPoint required.
- A customer service mindset with excellent problem solving, analytical, organizational and time management skills.
- Strong attention to details and problem-solving skills.
- Excellent communication and interpersonal skills both internal and external to the organization.