01 oct
|
Protrans
|
Monterrey
01 oct
Protrans
Monterrey
Position Summary
The Collections Analyst is responsible for managing assigned customer accounts from both a collections and analytical perspective. Approximately 50% of the role is focused on account analysis, research, and dispute resolution. The Collections Analyst is expected to identify why payment is being delayed, research discrepancies across multiple data sources, and work across internal teams and directly with customers to resolve the underlying issue so payment can be collected. The goal is to become the account expert for assigned customers and bring forward solutions
Position Summary
The Collections Analyst is responsible for managing assigned customer accounts from both a collections and analytical perspective. Approximately 50% of the role is focused on account analysis, research, and dispute resolution. The Collections Analyst is expected to identify why payment is being delayed, research discrepancies across multiple data sources, and work across internal teams and directly with customers to resolve the underlying issue so payment can be collected.
The goal is to become the account expert for assigned customers and bring forward solutions
Key Responsibilities
- Analyze assigned accounts, aging, invoices, disputes, payment history, and supporting documentation to determine the root cause of delayed or missing payment and use that information to resolve open issues and obtain payment.
- Pull, review, and compare large data sets from customer portals, accounting/ERP systems, BI tools, Excel/CSV files, and other sources to identify missing, incorrect, or inconsistent information.
- Combine data from multiple sources when necessary to research issues such as incorrect bill-to information, missing customer-required documentation, invoice discrepancies, or other barriers to payment.
- Research customer disputes, determine the action needed, and engage with internal and external partners to resolve.
- Partner cross-functionally with Finance, Billing, Op
📌 Collections Analyst (Monterrey)
🏢 Protrans
📍 Monterrey