Job Information
Robert Half Collections Analyst in Dallas, Texas
Description
- Own a portfolio of customer accounts:
a. Contact customers via phone and email to discuss account and payment status.
b. Ensure compliance with payment plans.
c. Document collection efforts in SAP in a standard format.
d. Provide invoices and statements to customers.
e. Respond to inquiries professionally and timely.
f. Release orders based on proper review account status.
g. Communicate aging and account status with Reps, management, and customers.
h. Place accounts on hold when the credit limit has been exceeded or the customer is past due.
i. Prioritize daily workload and focus on key accounts effectively.
Evaluation, resolution, and reporting to management customer disputes and discrepancies affecting payments including pricing, sales tax, and other PO discrepancies.
Provide updates on collection status and customer aging.
Requirements
Minimum 3-5 years business to business collection experience (must include direct phone contact).
Minimum 1-2 years basic accounting experience.
Intermediate Computer skills in Excel.
Excellent verbal and written communication skills.
Interact well with other internal and external customers.
Must be well organized and detail oriented.
Ability to work independently with limited supervision.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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