Accounts Receivable and Collections
On-siteNaples, Florida, United States
Job Summary
Monitor and maintain client accounts receivable aging reports, review outstanding balances, and prioritize collection efforts based on risk. Apply and reconcile payments received through various methods, research billing discrepancies, and prepare weekly and monthly collections reports for management. Contact clients via phone, email, and text regarding past-due balances, negotiate payment arrangements and installment agreements, and follow up consistently on delinquent accounts. Answer client inquiries regarding account balances and invoices, coordinate with attorneys and intake staff, and escalate accounts requiring attorney review. Maintain accurate records of all collection activities and client communications while ensuring professionalism and confidentiality during sensitive financial discussions.
Required Qualifications
- Minimum of 2 years of accounts receivable and collections experience
- Proficiency with Microsoft Office, particularly Excel
- Experience in QuickBooks Online
- Strong organizational, analytical, and problem-solving skills
- Ability to maintain confidentiality and handle sensitive information professionally
- Collections and negotiation skills
- Attention to detail
- Customer service orientation
- Effective verbal and written communication
- Time management and follow-through
- Strong organizational skills
- Ability to work independently and meet collection goals
Desired Qualifications
- Experience in a law firm, professional services, or financial services environment preferred
- Bilingual English/Spanish strongly preferred
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