Collections Specialist

Description:

 

Greenbox Capital is looking for a talented result-minded person who will be managing missed payments, defaults (Pre-Collections) and getting businesses back on schedule or negotiating a payment plan settlement arrangement. Candidates strong in selling and collections are great candidates for this role. The individual should be money motivated and persistent. Highly organized and good follow-through to follow up with clients at the scheduled times that they want to be called back. Each day there will be a report on the accounts receivable showing accounts that are behind schedule and will be bonused based on the person’s success in getting the accounts current.

 

Greenbox Capital is dedicated to ensuring that small and mid-sized businesses thrive by providing financial resources when they need them most. The members of our team are vital partners to our clients and demonstrate integrity and an unparalleled commitment to service and teamwork every day. If you are interested in joining a dynamic work environment with a start-up culture where you will be recognized for your contributions, we would love to talk to you.

 

Responsibilities:

 

·        Contact all businesses who have a returned payment and set up recoup payments.

·        Work from a report to see all accounts who have missed payments to bring them current.

·        Complete pre-collection calls and emails to businesses who are behind persuading them to take the debt seriously before legal action ensues.

·        Cross training in other asset servicing tasks as our entire department calls for cross training to give each employee the full view to be able to do well in their role. May be asked to help from time to time on other tasks to help the team.

·        Projects as given by the manager to better and grow the department’s infrastructure.

·        Update documentation as processes evolve, keeping all company documentation current.

·        Answer phone calls from merchants looking for modifications from time to time to help the overflow of Asset Servicing team.

 

 

Requirements:

Education & Experience

• High School diploma
• 2+ years of experience in collections, accounts receivable, financial services, or sales.
• Background in merchant cash advance (MCA), lending, or debt recovery is a plus.

Skills & Competencies

• Strong negotiation and persuasion skills ‚Äì ability to convince clients to make payments and stay current.
• Sales-driven mindset ‚Äì experience in selling or upselling is beneficial.
• Excellent communication skills ‚Äì ability to handle difficult conversations professionally.
• Persistence and resilience ‚Äì ability to handle objections and work through rejections.
• Highly organized and detail-oriented ‚Äì must be able to track follow-ups and manage multiple accounts.
• Financial acumen ‚Äì understanding of payment plans, delinquent accounts, and financial obligations.
• Problem-solving skills ‚Äì ability to work with clients to find mutually beneficial payment solutions.
• Bilingual in English and Spanish a plus

Technical Proficiency

• Experience working with Salesforce, collections software, or financial tracking tools.
• Proficiency in Microsoft Office (Excel, Word, Outlook) and reporting tools.

Performance Metrics

• Success in bringing delinquent accounts current.
• Effectiveness in negotiating payment plans.
• Ability to manage and follow up on outstanding payments consistently.