Palmetto

Collections

• Manage a portfolio of past-due accounts
• Conduct outbound collection calls, emails, and texts
• Negotiate payment arrangements and resolve delinquent accounts according to company policy and applicable regulations
• Make approximately 100 outbound collection calls per day
• Document call outcomes, payment commitments, and account notes in the CRM
• De-escalate and professionally handle frustrated, upset, or difficult customers
• Educate customers on account status, balances, and available payment options
• Meet or exceed daily, weekly, and monthly call-volume and collection targets
• Follow applicable federal, state, and company collection laws and guidelines, including FDCPA where applicable
• Identify accounts requiring supervisor escalation or alternate resolution
• Maintain a professional, courteous, and customer-focused approach

Collections Specialist

Onboarding Specialist

• Help process and track partner applications for HVAC, Water Heater, Generator, and GSHP programs.
• Send follow-up emails and outreach to partners to collect missing information or meet compliance deadlines.
• Keep records up to date and flag anything that needs a closer look.
• Assist with reviewing existing partner records in the compliance platform, checking for flags and ensuring information is accurate.
• Track partner license, certification, renewal, and insurance expiration dates.
• Monitor compliance requirements for sales representatives across multiple markets.
• Clear the 800+ partner SafeTurf review backlog within a 90–120-day target window, evaluating and dispositioning flags.
• Achieve 90%+ on-time partner activation touchpoints and 0% uncontacted expiration lapses within notification windows.

Collections Specialist

Partner Compliance – Onboarding Coordinator