Thermon Inc.
Job Title | Collection Specialist | |
Entity / Location | USSM - San Marcos, Texas | |
Reports to/Function | Accounting Manager |
Job Summary | |
The Collection Specialist will develop internal and external customer relationships, be able to recognize delinquency trends, identify causes of account difficulties, and determine the best course of action to resolve issues. The successful candidate must be positive, focused, a team player, and able to deliver quality work, even when distracted. The professional in this position must be self-motivated, ambitious, and ready for a challenge. Critical thinking and reasoning skills are an absolute necessity to be successful in this position. |
Key Responsibilities and Accountabilities | |
· Proactively manage customer accounts based on policy guidelines and collaborates with leadership, sales, project managers, or customers as appropriate. · Accountable for reducing delinquency for assigned accounts to achieve individual and department goals. · Proactively monitor and manage daily customer collection needs and effectively create and send out communication to customers to collect on delinquent accounts. · Document all interaction with customers to ensure reporting accuracy according to established Sox Controls · Actively participate in projects or process improvements to drive operational effectiveness and performance improvement that lead to a positive and measurable impact on the business · Responsible for critical review, analysis, communication, and collaboration with others to resolve customer deductions, short-payments and unapplied payments driving delinquency. · Responsible for contacting delinquent account holders to collect payment. · Analyze customer account information including customer's purchases, payments, history, ability to pay to identify trends and make recommendations to leadership regarding relationship and customer management improvement opportunities. · Support as backup to the AR Clerk by posting cash receipts and withdrawals into our internal ERP system, preparing, posting, verifying, and recording customer payments and transactions related to accounts receivable. · Collaborates with Accounting Manager to reconcile accounts receivable. · Other duties and special projects as requested by management |
Key Characteristics, Competences and Skills | |
Champions Integrity and Trust: Is widely trusted; is seen as a direct, truthful individual; can present the unvarnished truth in an appropriate and helpful manner; keeps confidences; admits mistakes; doesn't misrepresent him/herself for personal gain. Intellectual Horsepower: Able to grasp complex issues and understand the essence of the challenges at hand. Assimilates new information quickly and does not get overwhelmed when needing to move quickly from one topic to another. Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect. Drive for Results: Is high energy, action oriented and focused on producing good outcomes. Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others forward to the goal. · Decision Quality: Makes good, timely decisions based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions. Able to move forward without all of the data. · Collaboration: Is able to develop strong relationships with leaders and employees at all levels and areas of responsibility within the company and is able to work effectively across functional boundaries in a matrix environment. · Problem Solver: Steps up to conflicts, seeing them as opportunities; reads situations quickly; good at focused listening; can hammer out tough agreements and settle disputes equitably; can find common ground and get cooperation with minimum noise. Deals fairly with non-performance and is unafraid to deliver tough messages when necessary. |
Knowledge and Experience | |
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