6 Collections Clerk Job Description Templates and Examples | Himalayas

6 Collections Clerk Job Description Templates and Examples

Collections Clerks are responsible for managing and recovering overdue payments from customers or clients. They maintain accurate records of payment activities, communicate with debtors to negotiate payment plans, and ensure compliance with company policies and legal regulations. Junior roles focus on administrative tasks and basic communication, while senior roles involve handling complex cases, mentoring junior staff, and overseeing collections strategies.

1. Junior Collections Clerk Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented Junior Collections Clerk to join our finance team at [$COMPANY_NAME]. In this role, you will assist in managing the collections process, ensuring timely payment from clients while maintaining positive relationships. Your work will contribute to the overall financial health of our organization.

Responsibilities

  • Assist in the preparation and delivery of invoices to clients, ensuring accuracy and adherence to company policies
  • Monitor accounts receivable aging reports and follow up on overdue accounts via phone, email, or written correspondence
  • Document all communications and actions taken on accounts within our financial system
  • Collaborate with the finance team to resolve discrepancies and disputes related to billing
  • Support the development of effective collections strategies and processes to improve cash flow

Required and Preferred Qualifications

Required:

  • High school diploma or equivalent
  • Strong attention to detail and organizational skills
  • Excellent verbal and written communication skills
  • Basic proficiency in Microsoft Office Suite, particularly Excel

Preferred:

  • Experience in a collections or finance-related role
  • Familiarity with accounting software or ERP systems
  • Ability to work independently and manage time effectively

Technical Skills and Relevant Technologies

  • Basic understanding of accounting principles and collections processes
  • Proficiency in using CRM tools or financial management software

Soft Skills and Cultural Fit

  • Strong interpersonal skills and the ability to build rapport with clients
  • Problem-solving mindset with a proactive approach to challenges
  • Ability to work collaboratively within a team environment
  • Commitment to maintaining confidentiality and integrity in financial matters

Benefits and Perks

Salary: [$SALARY_RANGE]

Our comprehensive benefits package includes:

  • Health, dental, and vision insurance
  • Paid time off and flexible work arrangements
  • Retirement savings plans with company match
  • Opportunities for professional development and career advancement

Equal Opportunity Statement

[$COMPANY_NAME] is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status.

Location

This is a remote position within [$COMPANY_LOCATION].

We encourage applicants from diverse backgrounds and experiences to apply, even if you don't meet all the qualifications listed.

2. Collections Clerk Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a meticulous Collections Clerk to join the finance team at [$COMPANY_NAME]. In this role, you will be responsible for managing outstanding accounts receivable and ensuring timely collections while maintaining strong relationships with our clients. You will play a critical role in contributing to our financial health and operational efficiency.

Responsibilities

  • Conduct regular follow-ups with clients regarding overdue accounts, utilizing a variety of communication channels including phone, email, and postal correspondence.
  • Maintain accurate and up-to-date records of all communications and transactions related to collections.
  • Collaborate with internal teams to resolve discrepancies and disputes related to billing and payments.
  • Assist in the preparation of reports on account statuses, collections trends, and forecasts for management review.
  • Implement collection strategies and processes that align with company policies and regulatory requirements.
  • Support the finance team in month-end closing procedures by ensuring all account reconciliations are completed in a timely manner.

Required and Preferred Qualifications

Required:

  • 1-3 years of experience in a collections or accounts receivable role.
  • Strong understanding of collection practices, financial regulations, and data privacy laws.
  • Proficient in using accounting software and Microsoft Office Suite, particularly Excel for data analysis.
  • Excellent verbal and written communication skills with a focus on building positive relationships.

Preferred:

  • Experience in a fast-paced environment, preferably within the financial services or retail sectors.
  • Familiarity with ERP systems and databases.
  • Basic understanding of credit reporting and relevant compliance issues.

Technical Skills and Relevant Technologies

  • Proficiency in accounting software (e.g., QuickBooks, SAP, Oracle) and CRM platforms.
  • Experience with data entry and database management.
  • Ability to analyze financial data and generate insightful reports.

Soft Skills and Cultural Fit

  • Strong organizational skills with attention to detail and accuracy.
  • Ability to handle difficult conversations and negotiations with professionalism.
  • Proactive and results-oriented mindset, with a focus on achieving targets.
  • Adaptability to change and a willingness to learn new processes or tools.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

  • Health, dental, and vision insurance
  • 401(k) retirement plan with company match
  • Paid time off and flexible work arrangements
  • Professional development and training opportunities

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse and inclusive workplace. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.

Location

This is a hybrid position, requiring a successful candidate to work from the office at least 3 days a week in [$COMPANY_LOCATION].

3. Senior Collections Clerk Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a meticulous and experienced Senior Collections Clerk to join our dynamic finance team. In this pivotal role, you will be responsible for managing accounts receivable, ensuring timely collection of outstanding invoices, and maintaining positive relationships with our clients while optimizing collection processes.

Responsibilities

  • Oversee the accounts receivable process, ensuring accurate and timely invoicing and collections
  • Develop and implement strategies to minimize overdue accounts, including proactive communication with clients
  • Analyze account aging reports and prioritize collection efforts based on account risk
  • Collaborate with cross-functional teams to resolve billing discrepancies and customer disputes
  • Prepare and present regular reports on collection activities and outstanding balances to management
  • Mentor and support junior collections staff, providing guidance on best practices and training
  • Maintain accurate records of all collection activities in compliance with company policies

Required Qualifications

  • 5+ years of experience in accounts receivable or collections, preferably in a senior role
  • Proven track record of successfully reducing overdue accounts and optimizing collection processes
  • Strong analytical skills with the ability to interpret financial data and develop actionable insights
  • Excellent communication and negotiation skills, with a focus on building positive client relationships
  • Proficient in accounting software and MS Excel, with a strong understanding of financial principles

Preferred Qualifications

  • Experience in the [specific industry related to the company] sector
  • Knowledge of relevant regulations and compliance requirements in collections
  • Familiarity with automated collection systems and tools

Benefits and Perks

We offer a competitive salary range of [$SALARY_RANGE], along with a comprehensive benefits package that includes:

  • Flexible work hours and fully remote working arrangement
  • Health, dental, and vision insurance
  • 401(k) retirement plan with company matching
  • Generous paid time off (PTO) policy
  • Professional development and training opportunities

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering an inclusive and diverse workplace. We are proud to be an Equal Opportunity Employer and consider all qualified applicants without regard to race, color, religion, gender, national origin, age, disability, or any other status protected by law.

Location

This is a fully remote position, allowing you to work from anywhere.

We encourage applicants from diverse backgrounds and those who may not meet every requirement to apply, as we value unique perspectives and experiences.

4. Collections Specialist Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a detail-oriented Collections Specialist to join our finance team. In this role, you will ensure timely collection of receivables while building strong relationships with clients. Your expertise in managing accounts will be pivotal in maintaining the financial health of [$COMPANY_NAME].

Responsibilities

  • Manage accounts receivable, ensuring the timely collection of outstanding invoices
  • Analyze customer accounts and follow up on overdue payments through calls and emails
  • Collaborate with the sales and customer service teams to resolve discrepancies and disputes
  • Maintain accurate records of all collection activities and update account status in the financial system
  • Prepare and send collection reports to management and provide insights on collection trends
  • Develop and implement effective collection strategies to minimize bad debt

Required and Preferred Qualifications

Required:

  • 2+ years of experience in collections or accounts receivable
  • Strong understanding of accounting principles and practices
  • Excellent communication skills, both verbal and written
  • Proficient in Microsoft Excel and experience with financial software

Preferred:

  • Experience in a fast-paced environment, preferably within the finance or accounting sector
  • Familiarity with credit reporting and collection laws
  • Ability to work independently and manage multiple priorities effectively

Technical Skills and Relevant Technologies

  • Proficient in financial software (e.g., QuickBooks, SAP, or similar)
  • Experience with CRM systems to track client interactions and payment histories
  • Strong analytical skills for assessing account statuses and developing recovery strategies

Soft Skills and Cultural Fit

  • Strong interpersonal skills to build rapport with clients and internal teams
  • Detail-oriented mindset with a focus on accuracy and compliance
  • Ability to handle sensitive information with confidentiality
  • A proactive approach to problem-solving and conflict resolution

Benefits and Perks

Salary range: [$SALARY_RANGE]

Our benefits include:

  • Health, dental, and vision insurance
  • Retirement savings plan with company match
  • Flexible working hours and remote work options
  • Generous paid time off and holidays
  • Professional development opportunities

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering an inclusive workplace where diversity is valued and respected. We are an Equal Opportunity Employer and welcome applicants from all backgrounds to apply, ensuring that all qualified candidates will be considered for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status.

Location

This is a remote position within [$COMPANY_LOCATION].

We encourage applicants who may not meet all the qualifications to apply. Your unique experiences and perspectives may be just what we are looking for!

5. Collections Supervisor Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a highly skilled Collections Supervisor to lead our collections team at [$COMPANY_NAME]. In this pivotal role, you will oversee the collections process, ensuring timely collections while building strong relationships with clients. You will play a critical role in driving performance, compliance, and strategy within the collections function, contributing to the overall financial health of the organization.

Responsibilities

  • Supervise and mentor a team of collections specialists, providing guidance and support to enhance their performance and professional growth.
  • Develop and implement effective collections strategies to optimize recovery rates while maintaining positive client relationships.
  • Analyze collections metrics and trends to identify areas for improvement, reporting findings and recommendations to senior management.
  • Ensure compliance with relevant regulations and company policies in all collections activities.
  • Collaborate with other departments, such as credit and customer service, to resolve disputes and improve overall customer satisfaction.
  • Conduct regular training sessions for the collections team to keep them updated on best practices and compliance requirements.

Required and Preferred Qualifications

Required:

  • 5+ years of experience in collections, finance, or related fields, with at least 2 years in a supervisory role.
  • Strong knowledge of collections processes, regulations, and best practices.
  • Proven track record of achieving collections targets and driving team performance.
  • Excellent analytical and problem-solving skills, with the ability to interpret data and make informed decisions.

Preferred:

  • Bachelor's degree in finance, business administration, or a related field.
  • Experience with collections software and tools, along with proficiency in Microsoft Excel.
  • Strong negotiation and communication skills, with the ability to handle challenging conversations with professionalism.

Technical Skills and Relevant Technologies

  • Proficient in collections management software and customer relationship management (CRM) systems.
  • Familiarity with data analysis tools and reporting software to track performance metrics.
  • Experience with process improvement methodologies, such as Six Sigma or Lean, is a plus.

Soft Skills and Cultural Fit

  • Exceptional leadership and coaching abilities, fostering a positive team environment.
  • Strong interpersonal skills, with the ability to build rapport with clients and colleagues alike.
  • Detail-oriented, with a commitment to accuracy and compliance in all aspects of the collections process.
  • Adaptable and resilient, thriving in a fast-paced, dynamic work environment.
  • A proactive approach to identifying and solving problems as they arise.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

  • Health, dental, and vision insurance
  • Retirement savings plan with company match
  • Flexible work schedule and hybrid work environment
  • Paid time off and holidays
  • Professional development opportunities

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse and inclusive workplace. We welcome applicants from all backgrounds and experiences, and we encourage individuals with diverse perspectives to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.

Location

This is a hybrid position, requiring in-office presence at least 3 days a week at our office in [$COMPANY_LOCATION].

6. Collections Manager Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are searching for a detail-oriented and strategic Collections Manager to oversee our collections department at [$COMPANY_NAME]. In this role, you will be responsible for developing and implementing effective collections strategies that improve our cash flow while maintaining positive relationships with our clients. Your leadership will be pivotal in driving the success of our accounts receivable processes and ensuring compliance with relevant regulations.

Responsibilities

  • Lead and manage the collections team, setting clear goals and performance metrics to ensure timely and efficient collections
  • Develop and implement collection policies and procedures to optimize cash flow and minimize bad debt
  • Analyze accounts receivable aging reports to identify delinquent accounts and prioritize collection efforts
  • Foster strong relationships with clients to negotiate payment plans and resolve disputes effectively
  • Collaborate with cross-functional teams, including finance and customer service, to ensure a seamless collection process
  • Conduct regular training sessions for team members on best practices in collections and compliance
  • Prepare and present reports on collection activities, outcomes, and recommendations for improvement to senior management

Required and Preferred Qualifications

Required:

  • 5+ years of experience in collections or accounts receivable management, with a proven track record of improving collection rates
  • Strong understanding of credit and collection regulations and compliance requirements
  • Excellent negotiation and communication skills, with the ability to handle difficult conversations professionally
  • Proficiency in using collections software and Microsoft Office Suite

Preferred:

  • Bachelor's degree in finance, business administration, or a related field
  • Experience in managing teams and leading performance improvement initiatives
  • Familiarity with ERP systems and data analysis tools

Technical Skills and Relevant Technologies

  • Proficient in collections software (e.g., A/R automation tools) and financial reporting tools
  • Strong analytical skills to assess collection data and identify trends
  • Experience with ERP systems (e.g., SAP, Oracle) relevant to collections

Soft Skills and Cultural Fit

  • Exceptional leadership skills with a focus on team development and motivation
  • Strong problem-solving abilities and a proactive approach to challenges
  • Ability to work collaboratively across departments and with external partners
  • Detail-oriented with a commitment to accuracy and compliance
  • A positive attitude and a customer-centric mindset

Benefits and Perks

We offer a competitive salary and benefits package, including:

  • Comprehensive health, dental, and vision insurance
  • Retirement plan with company matching
  • Generous paid time off and holidays
  • Opportunities for professional development and advancement

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law.

Location

This role requires successful candidates to be based in [$COMPANY_LOCATION].

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