Collections Specialist

Wineshipping is a tech-enabled third-party logistics (3PL) provider for alcoholic beverage companies, managing the fastest, most accurate, and most cost-efficient delivery network in the US for wine, beer, spirits, and more. North Bay Business Journal’s Supplier of the Year (Wine Beer & Spirits Awards).

Key Responsibilities

The duties of a Collection Specialist include:

• Responsible for reducing delinquency for assigned accounts.
• Providing customer service, processing customer refunds, process, and review account adjustments, resolve client discrepancies and short payments.
• Responsible for monitoring and maintaining assigned accounts- Customer calls, reconciliations, small balance write off, and applying credit memos.
• Perform other assigned tasks and duties necessary to support the Billing Department.
• Enlist the efforts of sales and senior management when necessary to accelerate the collection process.
• Establish and maintain effective and cooperative working relationships with customer service team.

Essential Functions

• Send Daily/Weekly/Monthly delinquency notices
• High volume phone calls/emails to assigned delinquent customers
• Work with the AR Supervisor for ultimate performance and results
• Processing of Remote Check Deposits, Lockbox Check Deposits, ACH, Wires and Credit Cards payments
• Internal and external customer interface
• Reconcile customer disputes as they pertain to payment of outstanding balances
• Provide excellent & considerate service to customers
• Participate in team planning meetings
• Meet defined department goals and activity metrics

Required Skills

• 3-5 years high volume and fast-paced corporate collections experience
• Knowledge of billing and collections procedures
• Accounts receivable knowledge/experience
• Strong attention to detail, goal oriented
• Proficient on Microsoft Office programs, knowledge of Microsoft Dynamics plus. Intermediate level of Microsoft Excel is required.
• Proficient with Excel functions such as Vlookup, Sumif, pivot tables and building templates
• Commitment to excellent customer service
• Excellent written and verbal communication abilities
• Ability to prioritize and manage multiple responsibilities

PAY AND BENEFITS

Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible spending account, Health insurance, Health savings account, Life insurance, Paid time off, Referral program, and Vision insurance

Supplemental Pay: Bonus pay

We are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Type: Full-time

Pay: $25.00 - $27.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Vision insurance

Physical setting:

• Office

Schedule:

• Day shift
• Monday to Friday
• Overtime
• Weekend availability

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Napa, CA 94558: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Excel: 2 years (Preferred)

Work Location: One location