The employer for this position is Phoenix Investors.
Phoenix Investors, a national commercial real estate firm headquartered in Milwaukee, WI, is seeking a detail-oriented and driven Collections Specialist to join our growing team. This role plays a key part in maintaining the financial health of the organization by managing accounts receivable, supporting customer relationships, and ensuring timely collections. The ideal candidate is organized, analytical, and customer-focused, with the ability to balance multiple priorities in a fast-paced environment.
Key Responsibilities
- Lead all collections activities to ensure accounts receivable remain current
- Communicate with customers to explain invoices, resolve discrepancies, and facilitate timely payments
- Partner with internal teams (Customer Service, Accounting, Property Management) to support account resolution
- Prepare and analyze aging reports, customer statements, and ad hoc reporting
- Apply and monitor late fees and interest for delinquent accounts in accordance with company policies
- Maintain accurate customer ledgers and investigate account variances
- Review account activity and record necessary adjustments
- Support the legal team with collection-related documentation, including demand letters as needed
- Assist with year-end audits and internal reviews
- Identify opportunities to improve processes and drive efficiency within collections and AR functions
Qualifications
- Strong understanding of accounting principles, particularly accounts receivable
- Excellent analytical, problem-solving, and organizational skills
- Customer-focused with the ability to build and maintain professional relationships
- Strong attention to detail and a high degree of accuracy
- Effective communication skills, both written and verbal
- Ability to manage multiple priorities and work independently in a fast-paced environment
- Collaborative team player with a proactive, “can-do” attitude
- Experience with accounting ERP systems is preferred; Yardi experience is a plus
- Proficiency in Microsoft Excel is required
Education & Experience
- A bachelor’s degree in accounting, finance, or a related field is preferred
- 3+ years of relevant accounting or collections experience
All salary estimates are provided by Indeed, not Phoenix. Phoenix is committed to offering a competitive salary based on experience.
Work Location: In person
