Collection Agent Job Description

Collection Agent Job Description

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Collection agent provides consistent advice on processes enabling the best possible service in relation to billing inquiries, service requests, suggestions, and complaints to new and existing customers. Communicates & follow-ups effectively with the sales & operations team or external stakeholders regarding customer accounts on a timely basis.

Collection Agent Duties & Responsibilities

To write an effective collection agent job description, begin by listing detailed duties, responsibilities and expectations. We have included collection agent job description templates that you can modify and use.

Sample responsibilities for this position include:

To supervise proper cleanliness standards are maintained in the front of the house areas
You will locate clients and initiating outbound calls receive inbound calls for the team
Obtain all necessary client information and reach a mutual agreement to pay their debt
Ensure a balance between quality Customer Care and effective collections techniques
You will collect outstanding late stage, low risk accounts for an assigned portfolio of various products
Collect funds
You will communicate with customers directly to obtain all necessary and relevant information and reach a mutual agreement for payment of their debt
Using your strong and professional communication skills, you will ensure there is a balance between quality customer care and effective collections techniques
A key component to this role will be your ability to prioritize your workload and handle high volume calls while maintaining a professional and personable approach
Review and process credit memoranda an aspect of inventory returns to suppliers

Collection Agent Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Collection Agent

Typically a job would require a certain level of education.

Employers hiring for the collection agent job most commonly would prefer for their future employee to have a relevant degree such as University and Bachelor's Degree in Accounting, Business, Tax Law, Math, Bookkeeping, Associates, Finance, Law, Business/Administration, Auditing

Skills for Collection Agent

Desired skills for collection agent include:

CACS
TS2
Workbench and Client View
Oracle
Another ERP system
Bank personal products
Billing and Collections procedures
Microsoft Office Suite
Order-to-Cash process
SBCD and card products is

Desired experience for collection agent includes:

Propose write-off or debit to vendors’ accounts if necessary
Validate credit memoranda with correspondent Return Merchandise Authorization (RMA numbers authorized by suppliers
Forward the credit memoranda (vendor incentives) to accounts receivable team
Support the activities of accounts payable team and the operations departments
Document work related transactions and maintain files and records
Perform other work related duties as assigned to meet the needs of the business

Collection Agent Examples

1

Collection Agent Job Description

Job Description Example
Our company is looking to fill the role of collection agent. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for collection agent
  • Drive a collection vehicle safely and efficiently
  • Ensure collection equipment is in good working order and that seals, keys and revenues are secure at all times
  • Verify collection schedule for daily routes to be completed
  • While collecting from equipment, be careful and accurate at all times
  • Ensure parking equipment is in good working order and is able to accept payment
  • Collect and organize revenue gathered by various types of equipment
  • Ensure every pay box/meter has been completely emptied before leaving general area
  • Wear the assigned uniform
  • Comply with all security procedures set forth by the Manager, Finance & Accounting
  • Note and report any safety condition relating to equipment or place of employment
Qualifications for collection agent
  • At least one years’ experience in a similar role within a five star luxury environment is preferred
  • Must be fluent in Written and Spoken English (additional languages would be beneficial)
  • Knowledge of Opera Reservations System preferred
  • Ensure the pay box/meters are always secure, with no doors or openings left unsecured
  • Follow all other cash handling procedures
  • Valid Driver’s License with acceptable driving record (set by LAZ Vehicle Policy)
2

Collection Agent Job Description

Job Description Example
Our company is searching for experienced candidates for the position of collection agent. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for collection agent
  • Manage customer accounts within assigned portfolio by engaging in phone calls and/or emails
  • Monitor and manage “shipment hold/notification” screen within authorized limits
  • Enlist the efforts of the Operations team and Senior Management when necessary to accelerate the collection process
  • Communicate and follow up within specified timelines with Operations regarding customer disputes
  • Analyze unapplied amounts within company specified timelines
  • Identify problem accounts and provide recommendations related to recovery
  • Maintain compliance with required internal controls and departmental procedures
  • Maintain accurate documentation of all collection efforts, and provide updates on collection activity
  • Prepare and monitor monthly cash forecast for specific portfolio
Qualifications for collection agent
  • Career paths within Collection
  • International English speaking organisation with over 50 nationalities
  • Achieve defined individual and department goals
  • Assist with any other duties as required
  • Enthusiastic about collections and committed to providing excellent customer service
  • Minimum of 5 years of experience actively working in a fast paced Credit and Collections environment
3

Collection Agent Job Description

Job Description Example
Our company is looking for a collection agent. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for collection agent
  • Locate clients and initiate outbound calls receive inbound calls for the team
  • Analyze the invoice and communicate with the customer to understand the cause of late payments
  • Ensures the coordination between sales representatives and the billing team to correct the invoices, if applicable
  • Process payments and maintenance request on Service Platform as requested by Collectors, and/or Service Partners
  • Apply professional communication skills to communicate with customers, obtain relevant information and ensure a balance between quality customer care and payment of their debt
  • Fulfill client needs at first point of contact with incoming work received from services partners through various channels
  • Complete and process all assigned accounts, adhering to the Collections process and guidelines
  • Contribute to the overall success of the team by sharing new ideas and best practices
  • Proactively recommend suggestions and solutions to improve efficiency
  • Determine which factors are affecting the debtor’s responsibility to keep his or hers account up-to-date
Qualifications for collection agent
  • Breakfast buffé - start your day with awesome colleagues
  • High degree of dedication, ownership and initiative
  • Ability to work independently and perform in a team environment
  • Bilingualism in English and French is a mandatory requirement (Written and Spoken)
  • Prior call center, collections or sales background strongly preferred
  • Must be an analytical and a critical thinker
4

Collection Agent Job Description

Job Description Example
Our growing company is looking to fill the role of collection agent. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for collection agent
  • Transcribes all of the payment collections performed in the collection information system
  • Prepares maintenance documents in order to update the client’s information on the system
  • Develops daily production report
  • Offers his or her direct supervisor recommendations, in relation to accounts that were adjusted based on the clients economic conditions and the unit’s risk
  • Discusses with his or her supervisor the cases that have not been resolved in order to determine the best course of action
  • Document in the internal collection adjuster work tool everything related to his or her client interaction
  • Identify the problems that affect the payment handling and collection, such as missing clients, units ceded to a third party or broker
  • When there is a third party involved, collect all of the necessary information
  • Responsible and do contact to customer by visitation on field as target than given
  • Do activity collection to collect customer as code of conduct
Qualifications for collection agent
  • Hard working and the ability to stay on task at all times
  • High School Diploma or GED required Customer service or sales experience required
  • Past Call Center Experience a plus
  • Associate's degree and/or 1 year of experience client facing Customer Service
  • Minimum of 2 year's experience with MS including excel
  • Career paths within the department and also in other parts of the company
5

Collection Agent Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of collection agent. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for collection agent
  • Give information to customers accurately and clearly
  • To inform the supervisor or manager to investigate the suspected/fraud account
  • Ensure coin processing equipment is in good working order and coin room is organized before the end of each shift
  • Input coin box information accurately into the coin processing machine
  • Ensure every coin box has been completely emptied before returning it to the collectors
  • While processing coin, be careful at all times
  • Where the assigned uniform
  • Comply with all security procedures set forth by the Coin Processing Manager
  • Ensure the coin processing room is always secure, with no doors or openings left open
  • Responsible and do contact to customer by phone as target that given
Qualifications for collection agent
  • Problems solving
  • Customer service experience & Call Center Experience a plus
  • Extremely experienced in high volume calls
  • Must be able to assist guests with internet, telephone and facsimile services, installation of phones in guestrooms
  • Knowledge of Opera and HotSOS is preferred
  • A minimum of 6 months of outdoor work experience is required

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