Field Collections Professional
5 days ago
This role involves managing overdue accounts, negotiating payment plans, and providing exceptional customer service while adhering to regulatory standards and company policies. The ideal candidate will have strong negotiation and communication skills, as well as experience working with CRM/ERP systems.
Main Responsibilities- Interact directly with customers through on-site visits, phone calls, and emails to manage overdue accounts using Zoho CRM and Books for comprehensive account management.
- Apply negotiation skills to recover debts effectively and establish suitable payment plans, ensuring compliance with regulatory standards and company policies.
- Record financial transactions, customer interactions, and collection activities accurately to ensure precision and adherence to internal and legal standards.
- Generate detailed reports on collection efforts and outcomes to analyze account status and trends, informing and optimizing future collection strategies.
- Comply with legal guidelines and company policies throughout the collection process, upholding a high standard of ethics and professionalism.
- Deliver exceptional customer service, resolving inquiries and disputes with professionalism and courtesy to maintain customer satisfaction and loyalty.
- Collaborate with finance, sales, and customer service teams to align collection activities with business objectives, sharing insights to support company-wide goals.
- Effectively manage and prioritize field visits, utilizing technology and tools for mobile communication and on-the-spot payment collection.
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