Collections Specialist I

Department: Accounting / Credit & Collections FLSA: Non-Exempt Reports To: Collections Manager Location: Corporate Office

Position Summary

The Collections Specialist I is an entry-level collections role responsible for managing routine customer account follow-up, resolving basic past due invoices, and supporting cash application efforts. This role focuses on building foundational collections skills, communication discipline, and accuracy in account tracking within a high-volume fuel transportation environment.

Key Responsibilities

• Monitor assigned customer accounts for past due balances • Perform routine collection follow-up via phone and email • Document all collection activity in ERP or AR system • Assist customers with basic invoice questions and payment status updates • Coordinate with Billing to resolve simple invoice discrepancies • Support cash application and account reconciliation activities • Escalate unresolved or complex disputes to senior staff • Maintain organized tracking of aging accounts

Success Profile

• Strong communication and professionalism with customers • Comfortable working in a structured, process-driven environment • High attention to detail in tracking receivables activity • Willingness to learn AR systems and collections processes

Key Performance Indicators (KPIs)

• Timeliness of collections follow-up activity • Reduction in assigned overdue balances

• Accuracy of account documentation

• Response time to customer inquiries

Qualifications

Minimum Qualifications for Considerations:

• High School Education or equivalent

Knowledge, Skills and Abilities:

• Ability to work in a group setting.
• Clear communication skills in dealing with CSC Centers, outside departments and other team members.
• Capable of doing general math and analytical problems.
• Ability to react to change productively and handle essential tasks as assigned.
• Able to maintain confidentiality.
• Strong organizational and time management skills.
• Computer skills (Word, Excel, Outlook, A/S 400, RVI Imaging System, Fuel Quest). Data Entry.
• Able and willing to continue professional development.

Physical Requirements:

• Sitting for long periods of time, walking, finger dexterity, feeling, repetitive motions, talking, hearing and visual activity.
• Occasional lifting (up to 20 pounds of paper)

Working conditions:

• Normal Office environment