Collections Representative

Job Description

Job Description

Description :

Magnolia Plumbing Heating & Cooling is seeking a detail-oriented and organized Collections Representative to support our financial operations within a fast-paced company. The Collections Representative is primarily responsible for managing the collection of outstanding customer balances. This includes contacting customers regarding overdue accounts, negotiating payment arrangements, and maintaining accurate records of all communication and payment activity. The role also involves close coordination with billing and service departments to ensure invoice accuracy and customer satisfaction, and any other means deemed necessary by the Accounting Manager.

Key Responsibilities :

• Monitor accounts receivable aging and identify delinquent accounts.
• Contact customers via phone, email, or mail regarding overdue invoices.
• Document collection efforts and follow-up schedules in the company’s system.
• Investigate and resolve payment discrepancies or billing disputes.
• Work with the Billing Coordinator to verify or reissue invoices when necessary.
• Recommend accounts for escalation, write-off, or third-party collections as appropriate.
• Maintain professionalism in all customer interactions and adhere to company policies.
• Assist with processing payments or setting up payment plans as needed.
• Upload invoices to vendor portals (e.g., Corrigo, CBRE Vendor Café, Ecotrak, Coupa, etc.).
• Provide weekly collection status updates to the Accounting Manager.
• Assist with vendor onboarding which includes, but is not limited to, filling out and returning paperwork, setting the vendor up in Service Titan, and facilitating the credit application process for new / existing commercial and residential COD customers.
• Support the Accounts Receivable and administrative team with related tasks as assigned by the Accounting Manager.

Requirements :