Collections Representative





1. For designated sets of accounts, owns / executes Area operating cadence for Cash, directly interacting with Operations, Sales and Support personnel at Area and Branch/District levels to resolve Disputes, and address Aged AR / 90+ Days Aged issues (HVAC: including but not limited to COAs, CSAs, Project Managers, LSSs; Fire: including but not limited to Project Coordinators, Service Administrators)

2. In parallel with resolving / addressing disputes and AR issues, identifies root causes for use in improving processes and preventing recurrence of disputes / AR issues

3. Leads / participates in calls and other forums as dictated by the Area operating cadence for Cash (established by the respective ACM)

4. Partners with Collections, Cash Application, Booking, Billing and other functional leaders to tactically resolve Disputes / Aged AR / 90+ Days Aged issues

5. As deemed necessary by the ACM, includes National Account Disputes / Aged AR / 90+ Days Aged issues in scope of work

6. For designated sets of accounts, monitors legal collections, lien/bond timelines to protect rights

7. Partners with peer Cash Specialists within the Area to collectively support Area Cash Collections needs as necessary

8. As assigned by ACM, conducts Customer Visits / other direct interaction with Customers as deemed necessary to support Cash goals

9. Empowered by ACM with appropriate Delegation of Authority (DoA) for write-offs, and other transactions as deemed necessary

Go Back