- Track, record, and reconcile assigned customer accounts.
- Contact past-due customers to request payment and resolve outstanding balances.
- Process payments and assist with arranging payment timelines or installment plans when necessary.
- Identify gaps in supporting documentation or invoices and notify the assigned collector.
- Provide required invoice documentation to customers, including printing, resubmitting, uploading, or emailing materials to support payment processing.
- Ensure all paperwork is accurate, complete, and available to support timely collections.

Key Responsibilities
Collections & Account Management
- Track, record, and reconcile assigned customer accounts.
- Contact past-due customers to request payment and resolve outstanding balances.
- Process payments and assist with arranging payment timelines or installment plans when necessary.
- Identify gaps in supporting documentation or invoices and notify the assigned collector.

Invoice & Documentation Management
- Provide required invoice documentation to customers, including printing, resubmitting, uploading,



or emailing materials to support payment processing.
- Ensure all paperwork is accurate, complete, and available to support timely collections.

Reporting & Data Analysis
- Pull data sets from FA&P; portals for analysis.
- Extract data from the accounting system and combine it with BI tool outputs.
- Prepare customer-specific reports according to required deadlines.

Administrative Support & Continuous Improvement
- Support the Collections Team with administrative duties related to accounts receivable.
- Participate in continuous improvement initiatives to increase efficiency and accuracy within the team.

Minimum Requirements
- Bachelors Degree
- 3 years of experience in collections, accounts receivable, billing, customer service, or a related administrative role.
- Basic understanding of invoicing, payment processing, and account reconciliation.
- Ability to work with datasets (Excel, CS

📌 Collections Specialist (Monterrey)
🏢 Protrans
📍 Monterrey