Roles · Finance and mortgages

AI collection specialist

Locates delinquent accounts and notifies customers by mail, telephone, or personal visit to solicit payment.

Omar Dubois“I locate delinquent accounts and notify customers to solicit payment.”An example character, not a real person.
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Collection specialist · What it does

Three tasks it takes off your hands

  1. Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
  2. Locate and monitor overdue accounts, using computers and a variety of automated systems.
  3. Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.
Where these come from

The tasks of “Bill and Account Collectors” (O*NET 43-3011.00), as O*NET lists them:

  • Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
  • Locate and monitor overdue accounts, using computers and a variety of automated systems.
  • Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.

Collection specialist · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft Word
  • SAP software
  • Intuit QuickBooks

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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