Collections Analyst at Liquid Environmental Solutions in Irving, TX

Job description

• The Collections Analyst is responsible for managing customer accounts to mitigate credit risk, drive timely payment, and resolve complex billing and service disputes. This role requires extensive cross-functional collaboration, detailed account research across multiple systems, and frequent customer interaction to maintain positive relationships while ensuring compliance with company credit and collections policies.

Responsibilities

• Credit Risk & Account Management
• Analyze and monitor customer accounts to assess credit risk and determine when credit holds are required.
• Place and manage credit holds at the individual service-location level, including canceling scheduled services as needed.
• Prepare delinquent accounts for placement with outside collection agencies and manage ongoing communication, documentation requests, and account removals.
• Collections & Payments
• Conduct outbound collection calls regarding unpaid balances.
• Process credit card and ACH payments via phone and email, ensuring accurate application across multiple invoices and proper account documentation.
• Create, monitor, and maintain customer payment plans, including follow-up reminders and detailed account notes.
• Disputes, Credits & Research
• Research and resolve billing disputes, service issues, and pricing discrepancies in partnership with Sales, Customer Solutions, and Accounts Receivable.
• Determine and process credits for billing errors or approved disputes, requiring detailed transaction research across multiple systems.
• Assist Accounts Receivable with locating and applying missing or unclear remittance information.
• Customer & Internal Support
• Respond to inbound customer inquiries regarding account balances, payment status, and document requests.
• Provide customers with invoice copies, statements, contracts, and other supporting documentation.
• Support Customer Solutions and Sales teams on escalated customer disputes, including participation in meetings and calls to resolve payment barriers.
• Cross-Functional Collaboration & Reporting
• Partner extensively with Sales to address account disconnects, payment delays, and onboarding of new customers.
• Provide analytical reports and spreadsheets related to account status, payment activity, and dispute trends.
• Maintain detailed account documentation and uphold a high level of professionalism in all customer and internal interactions.

Requirements

• Proficient in Microsoft Office and related software
• Independent and self-motivated
• Excellent verbal, written, and communication skills
• Two year minimum of Excel, and understating of Pivot Tables
• High volume of customer facing responsibilities
• Relationship Management, with large accounts and B2B preferred
• Ability to multitask and cross-functional coordination
• Ability to work flexible hours/overtime
• Advanced account research across multiple systems
• Conflict Resolution and Critical Thinking
• Minimum of 1 year Contract Review experience
• 3 + Years of Customer Service Experience
• 2 + Years of Collection Experience
• Knowledge and history of working on Great Plains and F&O
• Two years minimum of Excel, and understating of Pivot Tables

Skills

Required

• Independent and self-motivated
• Ability to work flexible hours/overtime