8 results for Records Specialist in Murrieta, CA

Collections Specialist

Orange, CA
onsite
Contract / Temporary to Hire
23 - 25 USD / Hourly
We are looking for an experienced Collections Specialist to join our team in Orange, California. In this Contract to permanent position, you will play a pivotal role in managing client accounts and ensuring the timely collection of outstanding balances. The ideal candidate will bring exceptional organizational skills, a proactive attitude, and a customer-focused approach to resolving billing issues and maintaining accurate financial records. Responsibilities: • Investigate and resolve invoice discrepancies, payment shortfalls, and disputes by collaborating with internal teams such as billing and customer success. • Keep detailed records of collection activities, payment agreements, and customer interactions. • Analyze aging reports regularly and present updates on overdue accounts to management. • Conduct follow-ups on open accounts to minimize Days Sales Outstanding and improve cash flow. • Assist in applying and reconciling customer payments as needed. • Contribute to month-end closing processes by providing insights on delinquent accounts and expected recoveries. • Communicate professionally with clients while collecting payments and addressing concerns. • Support the team in maintaining compliance with company policies and financial procedures.
2026-03-27T00:00:00Z

Collections Specialist

Oceanside, CA
onsite
Temporary
26 - 28 USD / Hourly
A growing healthcare services organization in Oceanside is seeking a compassionate but firm Collections Specialist to manage patient and insurance receivables. The ideal person is patient, detail-oriented, and comfortable navigating billing systems, EOBs, and insurance portals. If you enjoy investigative work, problem-solving, and helping patients understand their balances, this is an excellent long-term role. What You’ll Do<ul><li>Contact patients and insurance providers regarding outstanding balances</li><li>Review EOBs, remits, and denial codes to determine next steps</li><li>Follow up on rejected claims, billing discrepancies, and incomplete submissions</li><li>Update patient accounts, insurance info, and billing notes with strong accuracy</li><li>Coordinate with Billing, Front Desk, and Clinical teams to resolve claim issues</li><li>Set up payment plans, process patient payments, and manage hardship arrangements</li><li>Prepare weekly aging reports, collections status updates, and month-end summaries</li><li>Support insurance re-submissions, corrections, and appeals processes</li><li>Maintain professionalism and empathy during patient financial discussions</li></ul>
2026-03-03T00:00:00Z

Collections Specialist

Loma Linda, CA
onsite
Contract / Temporary to Hire
20 - 25 USD / Hourly
We are looking for a dedicated Collections Specialist to join our team in Loma Linda, California. In this Contract to potential long-term position, you will play a key role in managing and resolving outstanding accounts receivable for commercial clients while ensuring compliance with company policies and maintaining positive client relationships. Responsibilities: • Oversee assigned customer accounts to ensure timely collection of outstanding balances. • Investigate and resolve billing discrepancies, payment disputes, and other account issues. • Collaborate with internal teams, such as sales and customer service, to address account concerns and support accurate invoicing. • Maintain detailed records of collections activities, payment arrangements, and communications. • Prepare and present aging reports and status updates on collection efforts to management. • Recommend appropriate actions for delinquent accounts, including escalation or write-offs. • Ensure adherence to company policies, procedures, and relevant regulations. • Assist with month-end and year-end closing processes related to accounts receivable. • Utilize tools such as Microsoft Excel and accounting systems to track and manage collections. • Work proactively to minimize financial risks and improve cash flow management.
2026-03-27T00:00:00Z

Collections Specialist

Carlsbad, CA
onsite
Temporary
25 - 27 USD / Hourly
Robert Half is partnering with a well-established manufacturing & distribution company in Carlsbad that is expanding their credit and collections team. They’re seeking a Collections Specialist who is confident, persistent, and professional — someone who enjoys digging into aging reports, resolving discrepancies, and building relationships with customers to maintain healthy cash flow. This role offers visibility across accounting, operations, and sales in a collaborative environment where communication and follow-through are essential. What You’ll Do<ul><li>Manage a high-volume collections portfolio for domestic and international customers</li><li>Conduct proactive outreach via phone, email, and customer portals to resolve past-due balances</li><li>Investigate short pays, deductions, chargebacks, and unapplied cash with accuracy</li><li>Review and reconcile AR aging, apply payments, research variances, and resolve account discrepancies</li><li>Work cross‑functionally with Sales, Customer Service, and Shipping to confirm order status, credits, and disputes</li><li>Maintain detailed notes, documentation, and follow-up logs to support reporting needs</li><li>Process credit memos, write-offs, adjustments, and payment plans as needed</li><li>Support month-end: aging reports, collections metrics, cash forecast support, and SOX-lite documentation</li><li>Assist with credit checks, new customer setup, and risk evaluations</li></ul>
2026-03-03T00:00:00Z

Billing Specialist

San Marcos, CA
onsite
Temporary
26 - 32 USD / Hourly
A fast-growing company is hiring a Billing Specialist to take ownership of billing operations, invoicing processes, and revenue tracking. This role is ideal for candidates with experience in full-cycle billing, financial reporting, and client account management who are looking to step into a more analytical and process-driven position. The Billing Specialist will serve as a key liaison between operations, accounting, and clients to ensure billing accuracy, resolve discrepancies, and maintain strong financial controls. This position requires a high level of attention to detail, problem-solving ability, and the ability to manage complex billing scenarios. Key Responsibilities<ul><li>Manage end-to-end billing processes, including invoice generation and distribution</li><li>Review and analyze billing data, contracts, and pricing structures</li><li>Reconcile billing discrepancies, adjustments, and account balances</li><li>Partner with internal teams to ensure accurate revenue recognition</li><li>Maintain detailed billing records, reports, and audit documentation</li><li>Assist with financial reporting, forecasting, and revenue tracking</li><li>Monitor and improve billing workflows, systems, and efficiencies</li><li>Communicate with clients regarding billing inquiries and account status</li></ul>
2026-03-27T00:00:00Z

Office Specialist

San Marcos, CA
onsite
Temporary
23 - 27 USD / Hourly
Organization and efficiency are the backbone of any successful office. Robert Half is working with a growing organization in San Marcos that is seeking an experienced Office Specialist to help maintain smooth day-to-day operations while supporting multiple departments with administrative coordination. This role is ideal for someone who thrives in a structured office environment and enjoys keeping things organized, on schedule, and running efficiently. The Office Specialist will help ensure that administrative systems remain organized, documentation is maintained accurately, and internal teams have the support they need to stay focused on their core responsibilities. Our client is looking for a professional who brings strong attention to detail, reliability, and a proactive mindset to the workplace. Candidates who enjoy supporting teams, managing office tasks, and maintaining organized systems will find this role to be a great opportunity to contribute to a collaborative and productive work environment. Key Responsibilities<ul><li>Provide administrative support to multiple departments</li><li>Maintain organized office records and documentation</li><li>Coordinate schedules, meetings, and internal communications</li><li>Assist with data entry, reporting, and general office tasks</li><li>Manage incoming calls and correspondence</li><li>Help maintain an organized and efficient office environment</li></ul>
2026-03-13T00:00:00Z

Operations Specialist

Carlsbad, CA
onsite
Contract / Temporary to Hire
30 - 40 USD / Hourly
We are looking for a meticulous and efficient Operations Specialist to join a dynamic financial advisory team in Carlsbad, California. In this Contract to permanent position, you will play a pivotal role in ensuring the smooth preparation and organization of financial planning documents, client information, and advisor support materials. Your contribution will directly support client meetings and administrative processes, making you an integral part of the team's success. Responsibilities: • Prepare comprehensive financial planning documents and advisor packets well in advance of scheduled client meetings. • Analyze advisor meeting notes to determine required materials, including statements, forms, and client-related information. • Organize and maintain documentation pertaining to investment strategies, annuities, and asset transfers. • Update and manage activities, tasks, and workflows using CRM systems, such as Redtail. • Assist clients with policy modifications, account updates, and follow-through on administrative tasks. • Compile planning materials into high-quality, client-ready packages for advisor review and presentation. • Ensure the confidentiality, accuracy, and quality of all financial documents and processes. • Work independently to meet deadlines, resolve issues proactively, and present viable solutions to challenges. • Collaborate effectively with team members to ensure seamless communication and workflow.
2026-03-27T00:00:00Z

Operations Specialist

Rowland Heights, CA
onsite
Contract / Temporary to Hire
23.75 - 27.5 USD / Hourly
We are looking for an experienced Operations Specialist to join our team in City of Industry, California. This contract-to-permanent position is ideal for a motivated, detail-oriented candidate with a strong background in import operations and customer service. The role requires a proactive individual who can manage complex shipments, collaborate with cross-functional teams, and ensure exceptional service delivery. Responsibilities: • Monitor and process customer orders for both international and domestic shipments, ensuring timely delivery and cost efficiency. • Provide detailed shipment updates and status reports to customers, agents, and overseas branch offices. • Handle a high volume of shipments, optimizing processes to improve operational efficiency. • Collaborate with the Operations Team and Operations Manager to support key functions and resolve issues. • Address and resolve customer complaints or problems promptly and effectively. • Negotiate with suppliers, vendors, agents, and customers to maintain strong business relationships. • Offer guidance and leadership to the Operations Team, sharing expertise to foster growth and teamwork. • Demonstrate a positive and collaborative attitude while contributing to team success.
2026-03-12T00:00:00Z