Collections Specialist

at  Robert Half

We are seeking a detail-oriented and motivated individual to join our team as a Temporary-to-Hire Soft Collections Clerk. In this role, you will be responsible for managing and optimizing the collection of outstanding accounts receivable, focusing on maintaining positive client relationships while effectively recovering overdue payments. This position offers the opportunity to transition into a permanent role based on performance and fit.

QUALIFICATIONS:

Proven experience in soft collections or customer service, preferably in a financial or service-oriented industry.
Excellent communication and negotiation skills, with a customer service-oriented approach.
Strong attention to detail and accuracy in record-keeping and data entry.
Ability to work independently and as part of a team in a fast-paced environment.
Proficiency in Microsoft Office Suite and experience with CRM software (e.g., Salesforce) preferred.
High school diploma or equivalent; additional education or certification in accounting or finance is a plus.

Contact clients via phone, email, and mail to facilitate timely payments of outstanding invoices.
Maintain professionalism and empathy while communicating with clients to resolve payment issues and negotiate repayment plans.
Update and maintain accurate records of all collection activities and customer interactions.
Monitor overdue accounts and initiate collection actions to minimize delinquency.
Collaborate with other departments to address and resolve client issues affecting payment of invoices.
Assist in reconciling discrepancies in accounts receivable to ensure accurate and up-to-date records.
Prepare reports on collection activities and account status.