Payment Collections Specialist

Overview

In this role you will support the Payments Services team by resolving delinquencies and disputed client items through skilled negotiation and analysis. You will be a key contact between clients and internal partners, safeguarding the firm’s financial health while delivering a positive client experience. The position operates in a fast-paced, metrics-driven environment where collaboration and accountability are valued. You’ll work across multiple systems to resolve issues, minimize losses, and maintain strong client engagement.

Responsibilities

• Contact clients by phone and email to collect outstanding items (chargebacks, fees, disputed items)
• Assess delinquency severity and apply established criteria to decide on actions
• Negotiate payment arrangements with clients in a professional, solutions-focused way
• Perform skip-trace actions to locate clients with balances
• Coordinate with internal teams to resolve issues and reduce financial impact
• Request terminations of client accounts to minimize losses when appropriate
• Manage return or billing of rented equipment as needed
• Operate a Collections queue in the firm’s proprietary system
• Navigate a multi-system environment while maintaining client engagement
• Document all account activities clearly and concisely
• Prioritize workload to meet performance metrics and efficiency targets

Key requirements

• Strong verbal and written communication skills
• Proven analytical, negotiation, and problem-solving abilities
• Ability to navigate multiple technology platforms concurrently
• Resilience and adaptability in a fast-paced, metrics-driven setting
• Strong organizational skills to manage competing priorities
• Proficiency in Microsoft Office (Word and Excel)
• Ability to work independently and in a team
• Critical thinking with independent judgment
• High personal accountability, integrity, and punctuality

• communication
• negotiation
• problem-solving
• multi-system navigation
• proficiency in Microsoft Word
• proficiency in Microsoft Excel

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