Department: Client Services
Reports to: Client Services Manager
Location: [On-site / Plaza Girasol Intugo]
Employment Type: Full-Time
About the Role
C.R. Wannamaker Law is seeking a detail-oriented and results-driven Collections Specialist to support the firm’s revenue recovery efforts and maintain healthy client account performance.
This role is responsible for managing outstanding balances, engaging clients in payment resolution conversations, and ensuring timely collections through structured follow-ups and negotiation strategies. The position plays a critical role in protecting firm revenue while maintaining a professional and empathetic client experience.
What You Will Do
1. Account Management
- Manage a portfolio of accounts with outstanding balances.
- Monitor account status, payment history, and delinquency levels.
- Prioritize accounts based on risk and collection timelines.
- Maintain consistent follow-up to drive resolution of overdue balances.
2. Client Communication & Collections
- Clearly communicate balances, payment expectations, and deadlines.
- Negotiate payment arrangements aligned with company policies.
- Handle objections and difficult conversations with professionalism and empathy.
3. Payment Tracking & Documentation
- Accurately document all client interactions, agreements, and updates in the system.
- Track payments, promises to pay, and active arrangements.
- Ensure compliance with agreed payment plans and follow up on missed commitments.
4. Dispute Resolution
- Investigate and resolve account discrepancies in a timely manner.
- Address client concerns while adhering to company policies.
- Collaborate internally to validate account details and provide accurate resolutions.
5. Reporting & Performance Tracking
- Maintain visibility on:
Total amount collected
Accounts resolved
Aging categories (past due buckets)
Payment plan adherence
- Provide regular updates and reports to leadership.
- Identify trends, risks, and opportunities for impr