Holt Truck Leasing - Collections Clerk

Job Summary:

The Collections Clerk handles collections of company customer accounts in their assigned portfolio, account reconciliations, and provides external customers and internal business partners with any information needed to process payment for invoices in a customer service oriented manner.

This position works under general supervision and performs functions related to all areas of credit and collections, including, but not limited to, cash applications, reference checking, credit investigations, and collections..

The incumbent in this position is expected to model the following practices on a daily basis: 1) Demonstrate alignment with the company's mission and core business values; 2) Collaborate with key internal/external resources; 3) Participate in ongoing self-development.

Essential Functions:

• Models, promotes, reinforces, and rewards the consistent use of HOLT’s Values Based Leadership (VBL) tools, models and processes to ensure alignment with our Vision, Values, and Mission.
• Monitors assigned account portfolios, contacts customers for payment information on past due invoices, and documents all collection efforts
• Resolves billing and customer credit issues and investigates historical data
• Identifies high risk accounts and communicates information to management review and collaborates throughout collection process
• Consistently communicates customer service and collection issues to internal business partners in a timely manner
• Verifies customer account information is correct and updates as needed
• Processes credit card payments and requests refunds
• Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
• Requires regular and punctual employee attendance
• Performs other duties as assigned

Knowledge, Skills, and Abilities:

• Strong customer service skills
• Knowledge of accounting procedures, with understanding of invoices, statements of account receivables, payables, and various forms of payment remittances
• Must have strong analytical and organization skills
• Excellent communication skills, both written and verbal
• Good judgement and decision making skills
• Ability to listen and understand information and ideas presented, verbally and in writing, and to formulate the appropriate questions to ask
• Ability to work with individuals and groups
• Extensive knowledge of Fair Debt Collections Practices Act

Education and Experience:

• High school diploma or equivalent required
• Minimum of two years experience in Consumer or Commercial collections required, three or more years’ preferred

Supervisory Responsibilities:

• None

Travel: 

• Up to 20% may be required.

Physical Requirements:

• This position involves extended periods in a stationary position; additionally, occasional movement inside the office to access office machinery, file cabinets, etc.
• This role frequently communicates with others, must be able to exchange accurate information in these situations.
• This role routinely uses standard office equipment such as computers, phones, handheld devices, photocopiers, filing cabinets and fax machines.
• Occasionally moves or transports items weighing up to 30 pounds.

Work Environment:

• This job is generally performed in a professional office environment.
• Frequently works at fast pace with unscheduled interruptions.

Disclaimer:

Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.