Collections Officer

Job overview

To collect all debt owed to the Trust that is assigned to the post holder, this will include debt owed by NHS bodies, Local Authorities, Private & Overseas Patients

You will help resolve disputes & escalate queries where appropriate

Main duties of the job

• Contact customers to secure payment and maintain accurate records of activities.
• To communicate directly with NHS and Non NHS clients in relation to income retrieval, investigating queries and passing to other members of staff when necessary.
• To plan and organise workloads to ensure an effective AR service is maintained
• To be able to work on their own and as part of a team to make sure invoices are paid in a timely manner escalating any issues at the first possible instance to the Collections Manager or others if necessary
• Work with other members of the AR team to resolve disputes and enable the collection of outstanding sums owed to the Trust escalating to management as required
• Maintain records of payments receipts and debt collection activities.
• Carry out month-end duties as required, to support the month end close.
• To help with Agreement of Balances exercise where required and as detailed by management
• Provide support to the Collections Manager and deputise as required
• Contribute to AR’s system review and analysis.
• The post holder is encouraged by the department to attend both personal and professional development activities that assist in their role and the service.
• The post holder will be required to actively participate in a periodic performance appraisal, in accordance with the Trust guidelines.

Detailed job description and main responsibilities

• Contact customers to secure payment and maintain accurate records of activities.
• To communicate directly with NHS and Non NHS clients in relation to income retrieval, investigating queries and passing to other members of staff when necessary.
• To plan and organise workloads to ensure an effective AR service is maintained
• To be able to work on their own and as part of a team to make sure invoices are paid in a timely manner escalating any issues at the first possible instance to the Collections Manager or others if necessary
• Work with other members of the AR team to resolve disputes and enable the collection of outstanding sums owed to the Trust escalating to management as required
• Maintain records of payments receipts and debt collection activities.
• Carry out month-end duties as required, to support the month end close.
• To help with Agreement of Balances exercise where required and as detailed by management
• Provide support to the Collections Manager and deputise as required
• Contribute to AR’s system review and analysis.
• The post holder is encouraged by the department to attend both personal and professional development activities that assist in their role and the service.
• The post holder will be required to actively participate in a periodic performance appraisal, in accordance with the Trust guidelines.