Meriton
FinServ
CollectionsSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Collections Specialist at Meriton. Skills: Collections, Account management, Lien process. Monitor customer accounts. Initiate collections outreach”
Industry & Context.
Solve practical problems
What They're Looking For.
Must Have
3+ years of experience in collections, Familiarity with ticketing/case management systems
Nice to Have
Experience with ERP systems, Proficiency with Microsoft Office Pivot Tables, Proficiency with Microsoft Office Macros
What You'll Do.
Monitor customer accounts
Initiate collections outreach
Document collections outreach
Ensure documentation and approval
Initiate lien filing process
Track lien filing process
Maintain records of waivers
Serve as direct contact
Coordinate with billing departments
Coordinate with service departments
Participate in meetings
Liaise with legal team
Ensure documentation in CRM
Provide daily status updates
Share exceptions with team
Assist with month-end close
Maintain local records
How You'll Work.
Team & Collaboration
Weekly meetings; Monthly meetings; Local teams; Central teams; Working capital team; Legal team
Communication Scope
Verbal communication; Written communication; Present information
Full Job Description
Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. From strategy and support to systems and solutions, we work behind the scenes to strengthen operations and build value—for our partners and our people. If you’re looking to make an impact, we’re glad you’re here. At Meriton, you’ll join a team that believes in big ideas, doing great work, and building careers that matter—every step of the way. Reports to: Senior Accounts Receivable Manager FLSA Status: Exempt Location (Onsite): Brea, CA Compensation: $75,000-80,000 Summary: The Collections Specialist is a proactive and detail-oriented professional responsible for managing a dedicated portfolio of accounts to ensure timely payment and minimize outstanding balances. This role requires a high degree of autonomy, as you will manage your daily workflow and prioritize tasks to meet deadlines and key performance indicators. You will be the primary point of contact for customer inquiries and disputes, working collaboratively to resolve issues and maintain strong client relationships. Essential Duties and Responsibilities: Collections & Account Management: Monitor assigned customer accounts for open balances and aging status. Initiate and document collections outreach via phone and email, adhering to a defined cadence for follow-up. Escalate accounts approaching exceeded aging to senior staff and local leadership. Ensure that no account reaches or remains within the company’s standard aging bucket without proper documentation and approval. Lien & Legal Process: Initiate and track the lien filing process via lien software to protect the company's rights. Prepare and issue conditional and unconditional lien waivers, ensuring a high accuracy. Maintain proper records of waivers, releases, and lien filings for audit readiness. Communication & Collaboration: Serve as the direct contact for customer inquiries and follow up on tickets to ensure a timely resolution. Coordinat
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