Collections Clerk II - Finance Shared Services

Collections Clerk IIReporting to the AR Supervisor, the Collections Clerk II is responsible for managing a portfolio of customer accounts with moderate to high complexity, focusing on reducing outstanding receivables and minimizing financial risk. This intermediate-level role independently manages collection activities, resolves account disputes, analyzes customer payment trends, and supports continuous improvement of collection processes. The position requires strong analytical skills, sound judgment, and the ability to balance effective collections practices with maintaining positive customer relationships.Role Details:This role is on-site in-office 5 days/week and can be based out of Hollywood, FLMonday - Friday, 40 hours/weekFull-time PermanentResponsibilitiesManage an assigned portfolio of customer accounts, including mid-to-high risk and complex accountsReview aging reports and proactively prioritize collection efforts to reduce past-due balancesConduct collection activities through phone calls, emails, and written correspondence to secure payment commitments and resolve delinquent accountsNegotiate payment arrangements and repayment plans within established company guidelinesMonitor customer payment commitments and follow up on broken promises or overdue balancesInvestigate and resolve complex disputes, short payments, deductions, and billing discrepanciesPerform detailed account reconciliations to ensure accurate outstanding balances and account recordsIdentify recurring account issues and recommend corrective actions to improve collection outcomesCollaborate with Operations, Billing, Cash Applications, and other internal stakeholders to resolve account issues efficientlyAssess customer payment behavior and identify potential credit or collection risksEscalate high-risk accounts, legal matters, bankruptcies, or accounts requiring write-offs to managementSupport recommendations regarding credit holds, account reviews, or account adjustments based on payment trendsMaintain accurate and detailed documentation of collection activities, customer communications, and account status updatesAssist with the preparation of aging reports, collection metrics, and departmental performance reportingSupport month-end close activities and reporting requirements related to accounts receivableProvide guidance and support to junior team members, including onboarding and training assistanceIdentify opportunities to improve collection processes, workflows, and system efficienciesEnsure compliance with company policies, internal controls, and applicable regulationsPerform other similar duties as required and assigned from time to timeOther work duties as assigned.QualificationsKNOWLEDGE, SKILLS & ABILITIES:Strong understanding of accounts receivable, collections practices, and credit management principlesKnowledge of collection strategies, customer account management, and dispute resolution techniquesProficiency with ERP/accounting systems such as Sage, VantagePoint, or similar platformsAdvanced Microsoft Excel skills, including data analysis, lookups, and PivotTablesStrong negotiation, conflict resolution, and customer service skillsAdvanced analytical and problem-solving abilitiesAbility to interpret financial information and identify payment trends or collection risksResourcefulness in locating customer information through internal resources, business databases, and publicly available sourcesStrong attention to detail and accuracyEffective time management and organizational skills with the ability to prioritize competing responsibilitiesStrong written and verbal communication skills, including professionalism in difficult customer interactionsAbility to work independently with minimal supervisionAbility to mentor and support junior team membersAbility to maintain confidentiality and handle sensitive financial information with discretionResilient, persistent, and results-oriented approach to collections activitiesEDUCATION:Post-secondary education in Accounting, Finance, Business Administration, or a related field preferredCertified Collections Professional (CCP) designation or progress toward certification considered an asset3–5 years of experience in collections, accounts receivable, credit, or a related finance function requiredExperience managing complex, high-volume, or high-value customer accounts requiredBilingualism considered an assetWORKING CONDITIONS:Work is performed primarily in an office environment with frequent use of a computer and other standard office equipmentExtended or irregular hours may be required during peak business periods, special projects, or critical deadlinesOccasional travel may be required for meetings, training, or business supportWork involves handling multiple tasks with competing deadlines and frequent interruptionsNV5 provides equal employment opportunities (EEO) to all applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.

NV5 complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.