Collections Analyst I

Collections Analyst I

POSITION SUMMARY

The Collections Analyst I is responsible for managing assigned customer accounts, obtaining outstanding balances, and supporting accounts receivable objectives while providing excellent customer service to internal and external customers. This role focuses on developing foundational collections skills, account research, payment follow-up, and resolution of routine account issues.

ROLE AND RESPONSIBILITIES

• Manage assigned accounts receivable portfolio and perform timely collection activities on outstanding balances

• Identify reasons for delinquency and assist in resolving issues preventing payment within invoice terms

• Contact customers regarding past-due balances through phone, email, and other approved communication methods

• Research account details including invoices, payments, credits, disputes, and account history

• Document customer interactions, collection activities, and account resolutions accurately within business systems

• Research and submit adjustment requests requiring reconciliation activities

• Partner with Cash Applications and Billing teams to resolve payment application issues and account discrepancies

• Respond to internal and external inquiries in a timely and professional manner

• Maintain productivity standards and complete assigned daily and monthly collection activities

• Escalate complex account issues, disputes, or high-risk accounts to senior team members

• Follow established collection policies, procedures, and compliance guidelines

SKILL REQUIREMENTS/PREFERENCES

• 0–2 years of experience in collections, accounts receivable, customer service, or related finance functions

• Basic understanding of accounting principles, debits, credits, and account reconciliation

• Ability to analyze account information and identify issues impacting payment

• Strong attention to detail and organizational skills

• Professional verbal and written communication skills

• Ability to prioritize multiple tasks and meet deadlines

• Working knowledge of Microsoft Excel and business applications

• Ability to learn ERP systems such as Oracle, SAP, NetSuite, MS Dynamics, or similar platforms

• Strong teamwork skills and ability to adapt to changing processes

EDUCATION REQUIREMENTS

• High school diploma or equivalent required

• Associate degree or bachelor’s degree in accounting, finance, or related field preferred