B2B Collections Clerk (32299)
Summary
Collections Clerk supporting B2B collections for a legal services firm, contacting corporate clients to collect overdue accounts, resolving invoice discrepancies, and maintaining billing records. Role involves clerical tasks like filing, scanning, and phone support alongside core accounting functions.
Choice Legal is seeking an experienced Collections Clerk with a strong Business-to-Business (B2B) background to join our team onsite in Tampa, FL. This role focuses on managing and collecting outstanding balances from corporate and professional clients, ensuring timely payment while maintaining positive, long-term business relationships. All collection activities must align with company policies as well as state and federal regulations.
The schedule is Monday to Friday 8:30am-5:00pm. This is an onsite role.
ESSENTIAL JOB FUNCTIONS
- Conduct systematic review of all aging accounts over 30 days and contact clients regarding the collection of outstanding accounts.
- Print and mail current and/or past due invoices as needed.
- Contact clients to resolve any invoice problems or discrepancies and if necessary, make additional contact with clients for the collection of outstanding invoices.
- Research and respond to inquiries from clients regarding payment issues, and invoice inquiries.
- Maintain files on all pertinent billing and accounting information.
- When necessary, report any unresolved disputes with customers to the Accounting Manager for resolution.
- Prepare and provide various information as requested for audit.
- Ensure the confidentiality and security of all financial files.
- Perform a variety of clerical duties including, but not limited to, answering telephone inquiries, taking messages, filing, scanning and photocopying.
- Abide by all rules of the company such as safety, confidentiality and organizational directives.
- Performs other duties as assigned by management.