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Meriton · 1 hour ago

Collections Specialist

Irving, Texas

Full-time

Hybrid

Mid Level

3+ years exp

Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. The Collections Specialist is responsible for managing a portfolio of accounts to ensure timely payment and minimize outstanding balances while serving as the primary point of contact for customer inquiries and disputes.

ConstructionIndustrial EngineeringIndustrial ManufacturingManufacturingMechanical Engineering

Responsibilities

Monitor assigned customer accounts for open balances and aging status

Initiate and document collections outreach via phone and email, adhering to a defined cadence for follow-up

Escalate accounts approaching exceeded aging to senior staff and local leadership

Ensure that no account reaches or remains within the company’s standard aging bucket without proper documentation and approval

Initiate and track the lien filing process via lien software to protect the company's rights

Prepare and issue conditional and unconditional lien waivers, ensuring a high accuracy

Maintain proper records of waivers, releases, and lien filings for audit readiness

Serve as the direct contact for customer inquiries and follow up on tickets to ensure a timely resolution

Coordinate with billing and service departments to resolve disputed invoices or misapplied payments

Participate in weekly and monthly meetings with local and central teams to review portfolio aging trends and high-risk accounts

Liaise with the legal team on enforcement and escalation of collections cases

Ensure all customer interactions and follow-ups are meticulously documented in the Microsoft Dynamics 365 CRM

Provide daily status updates and share exceptions with the working capital team

Assist with month-end close by ensuring all lien statuses and waiver issuance are up to date

Maintain local records in alignment with SOX requirements

Regular, consistent and necessary to meet the needs of the business

Performs other duties and responsibilities as assigned

Must conduct self in an ethical, legal, and responsible manner at all times

Must adhere to the policies, principles, and guidance within the Employee Handbook and Code of Conduct

Qualification

Collections ManagementERP SystemsMicrosoft Dynamics 365Microsoft OfficeTicketing SystemsCommunication SkillsAttention to DetailProblem SolvingOrganizational Skills

Required

Associates degree and/or 3+ years of experience in collections

Strong experience with ERP systems, particularly Financial & Operations, is a plus

Demonstrated ability to work autonomously and manage a high volume of work

Proficiency with Microsoft Office, including Pivot Tables and Macros, for data analysis

Familiarity with ticketing/case management systems is required

Elevated professionalism which demonstrates tempered emotions, empathy, positive intent, and integrity in all interactions

Excellent communication and interpersonal skills with the ability to build strong relationships across all levels of the organization

Strong verbal and written communication skills

Ability to effectively communicate and present information one-on-one and in group situations, and outside of the company

Ability to solve practical problems and manage a variety of variables in situations and with problems where only limited information or standardization exists

Strong attention to detail

Ability to work in a fast-paced environment

Must be a self-starter, independent, and strong organization skills, with the ability to manage multiple priorities and deadlines at any given time

Ability to establish and build effective working relationships with colleagues and staff

Acceptance of a variety of lifestyles, behaviors, and cultural, and spiritual practice