JOB DESCRIPTION

Title: Collection Team Lead

Department: Finance

Reports to: Director of Accounts Receivable and Billing

Job Summary:

A Collection Team Lead plays a very important role in our company. The Collection Team Lead manages the day-to-day operations of the Collections Specialists and is responsible for tracking and achieving team collection goals.

• Delivering exceptional customer service to Wesley Financial Group clients.
• Calling clients to collect on past due balances.

• Oversees and directs the activities of the collection team to enhance collection efforts.

• Negotiating payment plans to assist clients with settling past due balances.
• Investigating billing errors and disputes and following up with clients.
• Creating and implementing debt collection courses of action.
• Researching client accounts to help reconcile payments received versus what is still open.
• Assists Collections Specialists with questions and training.
• Any other duties related to Collection Team Lead position as deemed necessary.

• Customer Service experience
• Strong leadership and people management skills
• Excellent communication, negotiation, and interpersonal skills
• Advanced analytical and problem-solving abilities
• Experience with Excel/Google Sheets/G-Suite

• Ability to operate in a fast moving, team-oriented, collaborative environment with tight deadlines.

• Detail oriented with a high degree of accuracy

• Experience with Netsuite or similar ERP system

Education and Experience:

• 5+ years of experience in collections or in a related finance role
• Bachelor’s degree in Finance, Accounting or related field

• 1-2 years of experience managing a team