Collection Representative

Job Summary: The role is responsible for visiting customers and designated locations to collect payments, cheques, and required documents, ensuring that all collected items are handled accurately, securely, and submitted to the relevant internal team in a timely manner. The role also supports the Finance team by providing accurate updates and documentation related to completed collection activities.

Accountability & Responsibilities:

• Visit customers and designated locations to collect cash payments, cheques, receipts, and required documents.
• Receive and verify collected cash, cheques, and documents against the relevant supporting information.
• Ensure that all collected items are securely handled and delivered/submitted to the Finance team or designated personnel.
• Obtain and maintain appropriate proof of collection and receipt acknowledgements.
• Ensure collected cheques are submitted within the required timeframe and properly documented.
• Report any missing documents, payment issues, or unsuccessful collection visits to the relevant team.
• Maintain accurate records of completed collection visits, received payments, cheques, and documents.
• Provide timely updates to the concerned team regarding the status of assigned collection activities.
• Coordinate with the Finance team regarding the handover of collected amounts, cheques, and documents.
• Follow all company policies and procedures related to cash handling, cheque handling, documentation, and confidentiality.
• Maintain professional behavior and a positive relationship with customers during collection visits.
• Ensure proper custody and safe transportation of collected cash, cheques, and documents.

Requirements:

• Bachelor’s degree in commerce, Business Administration, Accounting, Finance, or a related field.
• 1–3 years of experience in collections, cash handling, finance operations, or a similar role.
• Previous experience in cash and cheque collection is preferred.
• Good understanding of basic financial and payment procedures
• Strong communication and interpersonal skills.
• Excellent follow-up and negotiation skills.
• High level of accuracy and attention to detail.
• Good organizational and time-management skills.
• Ability to handle confidential financial information responsibly.
• Willingness to travel to client locations when required.