Job Summary: 

• Know real estate terminology with the ability to pick up eXp lingo quickly
• Research transactions by reviewing all online platforms
• Verify the accuracy of payments, initial transaction setup, and short-term advances
• Communicate clearly through extensive emailing, explaining the reason behind each collection
• Call Agents and/or Title companies to determine discrepancies
• Calculate commissions manually and through the online accounting system
• Work with Brokers, Payment Processing, and Accounting staff on write-offs
• Review and update relevant issues in the Zoho A/R ticketing channel
• Document all discussions and interactions within the Intacct accounting system.
• Confident and professional phone skills to collect past due amounts.
• Keep all interactions professional, positive, and quick to the point.
• Escalate past due items to the appropriate Manager for resolution.
• Daily reporting of efforts and results.

Skills on Resume: 

• Real Estate Knowledge (Hard Skills)
• Transaction Research (Hard Skills)
• Payment Verification (Hard Skills)
• Written Communication (Soft Skills)
• Phone Communication (Soft Skills)
• Commission Calculation (Hard Skills)
• Issue Escalation (Soft Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Ownership of AR aging - managing collections efficiency metrics to target, acting as a first point of contact to obtain full resolution on customer disputes or billing inquiries
• Meet defined department goals and activity metrics
• Participate in process improvement projects as assigned
• Recommend accounts for suspension after proper collection activities
• Communicate the status of designated accounts to the Collections Manager
• Cash management, including effectively analyzing and resolving open cash (unapplied) amounts on time.
• Process and review account adjustments
• Reconcile customer disputes as they pertain to payment of outstanding balances due
• Monitor and maintain assigned accounts - customer calls, account adjustments, small balance write-offs, customer reconciliations, and processing credit memos
• Reduce delinquency for assigned accounts

Skills on Resume: 

• AR Management (Hard Skills)
• Goal Achievement (Soft Skills)
• Process Improvement (Soft Skills)
• Account Suspension Recommendation (Soft Skills)
• Account Status Communication (Soft Skills)
• Cash Management (Hard Skills)
• Account Adjustment (Hard Skills)
• Dispute Reconciliation (Soft Skills)

Job Summary: 

• Contact customers via email/phone for outstanding invoices within the assigned portfolio
• Liaise with clients and tax authorities to complete required tax documentation on behalf of clients
• Obtain withholding tax documentation and liaise with internal tax teams to ensure documentation is correct
• Submit documentation for tax write-offs
• Maintain accurate records in the internal collections system of all communication with clients
• Record accurate details of disputes that arise from collection calls for referral to the relevant internal departments and follow up
• Maintain customer records in internal systems
• Attend regular meetings with the line manager to discuss a portfolio
• Escalate difficult collections to the line manager
• Enlist the efforts of sales and senior management to accelerate the collection process
• Communicate and follow up effectively with Sales and Sales Operations departments regarding customer accounts on a timely basis
• Establish and maintain effective and cooperative working relationships with customers and sales
• Ensure compliance with all company policies

Skills on Resume: 

• Customer Contact (Soft Skills)
• Tax Liaison (Hard Skills)
• Documentation Submission (Hard Skills)
• Record Keeping (Hard Skills)
• Dispute Management (Soft Skills)
• Meeting Attendance (Soft Skills)
• Escalation Handling (Soft Skills)
• Policy Compliance (Hard Skills)

Job Summary: 

• Utilize computerized accounting software programs (QuickBooks, Sage, Excel, Word) to perform duties and responsibilities
• Generate accounting statements and reports
• Cash receipts, coding, and posting of receipts
• Prepare a daily bank deposit
• Research and apply unallocated cash
• Develop automated spreadsheets
• Organize and maintain up-to-date financial records
• Provide monthly financial and management reports
• Assist in financial management and analysis

Skills on Resume: 

• Accounting Software (Hard Skills)
• Statement Generation (Hard Skills)
• Cash Posting (Hard Skills)
• Bank Deposit Prep (Hard Skills)
• Cash Application (Hard Skills)
• Spreadsheet Automation (Hard Skills)
• Record Organization (Hard Skills)
• Financial Analysis (Hard Skills)

Job Summary: 

• Timely collection of outstanding assigned accounts by phone and/or e-mail
• Maintaining the documentation of collection efforts in the Firm’s accounts receivable collection system
• Regularly meeting with lawyers (virtually or in person) to strategize collection efforts
• Forwarding necessary data to lawyers/assistants to facilitate the collection or write-off of accounts
• Assisting with administrative, clerical, and other duties related to the Firm’s management of accounts receivable.

Skills on Resume: 

• Account Collection (Soft Skills)
• Effort Documentation (Hard Skills)
• Collection Strategy (Soft Skills)
• Data Forwarding (Hard Skills)
• Admin Assistance (Hard Skills)
• Clerical Support (Hard Skills)
• Team Collaboration (Soft Skills)
• AR Management (Hard Skills)

Job Summary: 

• Monitors and collects a queue of overdue accounts using a variety of internal systems.
• Records information in various systems about the status of collection efforts and advises customers of the next actions.
• Resolves past due and disputed items with customers, requiring collaboration with the customer and sales staff to ensure a continued relationship.
• Contacts customers to determine the reason for unpaid/past due items and identifies appropriate solutions based on customer needs and organizational requirements.
• Works with customers as well as branch locations in resolving basic disputes on customer accounts.
• Determines the reason for unexplained deductions and duplicate payments.
• Follows up with customers based on agreed-upon collection terms as appropriate.
• Submits recommended collection items to the manager for review and/or approval.
• Establishes credit lines and terms within established authority.
• Receives and reviews information from credit reports and contacts various credit sources to ensure credit files or customer credit applications are complete.

Skills on Resume: 

• Overdue Account Monitoring (Hard Skills)
• Effort Recording (Hard Skills)
• Dispute Resolution (Soft Skills)
• Customer Contact (Soft Skills)
• Branch Collaboration (Soft Skills)
• Dedication Analysis (Hard Skills)
• Collection Follow-up (Soft Skills)
• Credit Review (Hard Skills)

Job Summary: 

• Directly contacts customers with inbound and outbound calls
• Contacts customers to secure payment and determine the reason for delinquency on active loan/credit card accounts
• Works to reduce delinquency without sacrificing the quality of customer service standards or relationships
• Consistently represents the Company and its business partners in a professional manner by providing good customer service
• Persuades delinquent customers to become current while using professionalism and tact
• Documents all contacts in detail in software applications
• Resolves routine billing inquiries and negotiates payment arrangements to cure delinquent accounts
• Educates customers on account terms and alternate payment programs and methods
• Navigates a computerized data entry system or other relevant applications

Skills on Resume: 

• Customer Calling (Soft Skills)
• Payment Collection (Soft Skills)
• Delinquency Reduction (Soft Skills)
• Customer Service (Soft Skills)
• Persuasion Skills (Soft Skills)
• Contact Documentation (Hard Skills)
• Billing Resolution (Soft Skills)
• System Navigation (Hard Skills)

Job Summary: 

• Lead the collection activities with analysts, creating a sense of urgency.
• Negotiate customer/analyst escalated issues, refer accounts to collection agencies, and send follow-ups
• Ensure accurate receivable records
• Verify outstanding account balances
• Prepare reports relating to the accounts receivable function and the status of accounts
• Support month-end, quarter-end end and year-end processes
• Work with internal/external auditors

Skills on Resume: 

• Collection Leadership (Soft Skills)
• Issue Negotiation (Soft Skills)
• Record Accuracy (Hard Skills)
• Balance Verification (Hard Skills)
• Report Preparation (Hard Skills)
• Period-End Support (Hard Skills)
• Audit Support (Hard Skills)
• Follow-up Management (Soft Skills)

Job Summary: 

• Drive the improvement in processes and procedures
• Coach and mentor team members, engaging in individual and team development, goal setting, feedback, and monitoring.
• Meet reporting deliverable timelines and other ad hoc reports.
• Create and track individual and team performance metrics
• Develop competencies of all staff members to ensure career development and growth.
• Collaborate with peers and stakeholders, both internally and externally
• Execute aligned collection strategies and best practices.

Skills on Resume: 

• Process Improvement (Hard Skills)
• Team Coaching (Soft Skills)
• Report Management (Hard Skills)
• Performance Tracking (Hard Skills)
• Staff Development (Soft Skills)
• Stakeholder Collaboration (Soft Skills)
• Strategy Execution (Hard Skills)
• Goal Setting (Soft Skills)

Job Summary: 

• Develop, challenge and grow Collection team members
• Update Collection Team metrics on a daily, weekly and monthly basis to support business growth
• Complete Peer Reviews of the team to identify areas of improvement and coach for results
• Monitor, track and manage open and unmanned collection units to maximize returns
• Identify team members’ overall strengths and weaknesses and work with each to consistently improve their performance to meet and exceed goals
• Review of each team member’s collection files monthly to ensure all requirements for working accounts are consistently being followed
• Monitor and report collection staff activity, such as working accounts and daily call counts
• Manage transitional training for consultants who shift to a large load
• Manage Performance Improvement Plans for assigned team members, from identifying the issue, documentation, coaching, the difficult conversations, and follow-up throughout the plan
• Support other Collections Team Leads and the Director of Collections

Skills on Resume: 

• Team Development (Soft Skills)
• Metric Updating (Hard Skills)
• Peer Review (Soft Skills)
• Unit Management (Hard Skills)
• Performance Coaching (Soft Skills)
• File Review (Hard Skills)
• Activity Monitoring (Hard Skills)
• Training Management (Soft Skills)