Collections Team Lead at Wesley Group

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
  
  
• 
  
  Bachelors degree in Finance, Accounting or related field
  
  

• 1-2 years of experience managing a team

PIae62450598a4-26289-36003129