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7 results for Records Specialist in Fallbrook, CA

Collections Specialist

San Marcos, CA
onsite
Temporary / Contract
28 - 34 USD / Hourly
A growing construction company in San Marcos is hiring a Collections Specialist to support accounts receivable operations, customer account follow-up, and payment collection efforts. This role is ideal for someone who is professional, persistent, and comfortable balancing customer service with financial follow-up responsibilities. The Collections Specialist will work closely with accounting and project management teams to maintain accurate account records and help reduce outstanding balances. Primary ResponsibilitiesCollections & Accounts Receivable<ul><li>Monitor aging reports and follow up on overdue customer accounts</li><li>Contact clients regarding outstanding balances and payment status updates</li><li>Maintain accurate records of collection activity and account communication</li><li>Resolve billing discrepancies and payment-related issues</li><li>Assist with payment processing and account reconciliation tasks</li><li>Support month-end AR reporting and cash application activities</li></ul>Administrative & Customer Support<ul><li>Communicate professionally with customers and internal teams</li><li>Maintain organized financial records and account documentation</li><li>Assist accounting department with reporting and administrative projects</li><li>Support process improvements related to collections workflows</li></ul>
2026-05-21T00:00:00Z

Collections Specialist

Orange, CA
onsite
Temporary to Hire
26.6 - 30.8 USD / Hourly
We are looking for a Collections Specialist to join a growing organization in Orange and support the accounts receivable function with a strong focus on collections. This contract-to-permanent opportunity is well suited for someone who communicates confidently, works with precision, and takes initiative in managing outstanding balances. The ideal candidate will help strengthen cash flow by partnering with internal teams and customers to address billing concerns and secure timely payments. Responsibilities:• Manage a portfolio of customer accounts by contacting clients regarding overdue balances and driving timely payment resolution.• Investigate payment gaps, disputed charges, and invoice variances while coordinating with billing and service teams to reach accurate outcomes.• Keep thorough documentation of collection outreach, customer responses, and promised payment dates within company records.• Review aging data regularly and share clear updates on delinquent accounts, collection progress, and risk areas with leadership.• Follow up consistently on unpaid invoices to improve receivable performance and reduce the length of time balances remain outstanding.• Provide support with applying incoming payments and reconciling account activity when additional assistance is needed.• Contribute to month-end activities by reporting on overdue accounts and anticipated collections.• Maintain a precise, solutions-oriented approach in all customer interactions to preserve strong business relationships while securing payment.
2026-05-29T00:00:00Z

Collections Analyst

Vista, CA
onsite
Temporary / Contract
28 - 32 USD / Hourly
A distribution company in Vista is hiring a Collections Analyst to support customer account management, collections strategy, and aging analysis. This role is ideal for someone who enjoys balancing analytical work with customer communication and account resolution responsibilities.The Collections Analyst will partner closely with accounting and operations teams to help reduce outstanding balances while maintaining strong customer relationships. Primary ResponsibilitiesCollections & Account Analysis<ul><li>Monitor aging reports and analyze delinquent accounts</li><li>Follow up with customers regarding overdue balances and payment arrangements</li><li>Investigate billing discrepancies and resolve account issues</li><li>Prepare collections reporting and account status updates for leadership</li><li>Maintain detailed records of collection activity and communication</li></ul>Financial & Operational Support<ul><li>Assist with account reconciliations and payment application activities</li><li>Collaborate with sales and accounting teams regarding account resolution</li><li>Support month-end AR reporting and cash flow tracking</li><li>Identify trends and recommend process improvements related to collections efforts</li></ul>
2026-05-22T00:00:00Z

Records Manager

Newport Beach, CA
onsite
Permanent / Full Time
50000 - 60000 USD / Yearly
We are looking for someone to join a boutique personal injury law firm in Newport Beach, California. This entry level, onsite role supports a litigation team by securing, organizing, and maintaining medical records that are essential to active casework. The position is well suited for someone early in their career who brings strong office coordination skills, sound judgment with confidential information, and a highly organized approach to document management. Responsibilities:• Obtain medical and related case records from hospitals, physician offices, and other third-party sources to support litigation matters.• Partner with attorneys, paralegals, clients, and healthcare providers to follow up on outstanding documentation and keep record requests moving on schedule.• Review incoming files for completeness, identify missing treatment periods or documents, and escalate gaps so they can be resolved promptly.• Organize digital case materials in the firm’s system by applying consistent indexing, file naming, and document storage practices.• Maintain exhibits and supporting records so they are easy for the legal team to locate and use throughout the life of each case.• Handle sensitive medical information with discretion and in accordance with confidentiality expectations and legal office standards.• Prepare basic summaries, treatment timelines, or billing overviews when requested to assist the litigation team’s case preparation.• Work closely with an entry-level paralegal, senior paralegal, and attorney as part of a collaborative team structure on active matters.
2026-05-29T00:00:00Z

Billing Specialist

Camp Pendleton, CA
onsite
Temporary / Contract
24 - 32 USD / Hourly
A support services organization at Camp Pendleton is seeking a Billing Specialist to manage invoicing, billing documentation, and account reconciliation in a high-accuracy, compliance-driven environment. This role supports financial operations tied to service billing and requires strong attention to detail and organizational skills. The Billing Specialist will ensure all billing is processed accurately, submitted on time, and properly documented in accordance with internal procedures and external requirements. ESSENTIAL DUTIES & RESPONSIBILITIESBilling & Account Support<ul><li>Prepare and process customer invoices accurately and on schedule</li><li>Review billing documentation for completeness and compliance</li><li>Enter billing data into accounting and billing systems</li><li>Track outstanding invoices and assist with follow-up on unpaid accounts</li><li>Reconcile billing discrepancies and resolve account issues</li><li>Maintain organized billing records and documentation</li><li>Assist with monthly billing close and reporting activities</li><li>Communicate with internal departments regarding billing requirements</li></ul>Compliance & Reporting<ul><li>Ensure billing processes comply with internal controls and procedures</li><li>Support audits and documentation requests as needed</li><li>Maintain confidentiality of financial and client information</li><li>Assist with reporting and data accuracy reviews</li></ul>
2026-05-12T00:00:00Z

AP Specialist

National City, CA
onsite
Temporary / Contract
28 - 32 USD / Hourly
Robert Half is partnering with a well-established automotive dealership in National City to identify an Accounts Payable Specialist for a contract-to-hire opportunity. This is a great fit for someone who enjoys working in a fast-paced, high-volume environment and is looking for long-term stability. What you’ll be doing• Process a high volume of vendor invoices with accuracy and efficiency• Perform 3-way matching (invoice, PO, receiving)• Manage vendor communication and resolve discrepancies• Prepare and assist with weekly check runs• Ensure proper approvals and maintain organized documentation• Support month-end close, including reconciliations
2026-05-22T00:00:00Z

Data Specialist

San Diego, CA
onsite
Temporary / Contract
22 - 26 USD / Hourly
Data Specialist6-Month Contract | Education IndustryPosition OverviewOur client, a growing organization within the education sector, is seeking a highly detail-oriented Data Specialist to support a large-scale data organization and cleanup initiative. This six-month contract position will be responsible for maintaining, auditing, organizing, and validating critical business data across Excel and HubSpot.The ideal candidate will have strong technical skills in Excel, experience working within CRM systems, and a proven ability to manage large volumes of data with a high degree of accuracy. This role regularly supports executive leadership and requires professionalism, discretion, and excellent communication skills.Key ResponsibilitiesData Management & Organization<ul><li>Review, organize, clean, and maintain large datasets across multiple platforms.</li><li>Input, update, and validate information in Excel spreadsheets and HubSpot CRM.</li><li>Ensure data accuracy, consistency, and completeness across systems.</li><li>Identify and correct discrepancies, duplicate records, and incomplete information.</li><li>Assist with data migration, standardization, and ongoing data maintenance efforts.</li></ul>Reporting & Analysis<ul><li>Utilize advanced Excel functions to organize and analyze data.</li><li>Create and maintain Pivot Tables, VLOOKUPs, and other reporting tools.</li><li>Generate reports and dashboards to support business operations and executive decision-making.</li><li>Analyze data trends and provide insights regarding data quality and integrity.</li><li>Assist leadership with ad hoc reporting requests and special projects.</li></ul>CRM Administration<ul><li>Manage data entry and updates within HubSpot.</li><li>Maintain accurate contact, company, and account information.</li><li>Support database integrity through ongoing audits and quality control reviews.</li><li>Collaborate with internal teams to ensure data is properly captured and maintained.</li></ul>Executive Support & Cross-Functional Collaboration<ul><li>Work directly with executives and department leaders to fulfill data-related requests.</li><li>Communicate professionally regarding project updates, reporting needs, and data findings.</li><li>Handle confidential and sensitive information with discretion.</li><li>Collaborate with multiple departments to gather, verify, and organize information.</li></ul>
2026-05-29T00:00:00Z