Records Specialist Jobs in Racine, WI

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Collections Specialist

Elk Grove Village, IL
remote
Temporary / Contract
21.85 - 25.3 USD / Hourly
We are looking for a Collections Specialist to support account recovery efforts for a contract position based in Illinois. this role will operate Monday - Friday, 12pm-8pm CST. In this role, you will work directly with customers to resolve overdue balances, arrange practical repayment options, and maintain accurate account records. This opportunity is well suited for someone who can manage frequent customer interactions, investigate payment issues, and deliver attentive service while meeting business-hour expectations for the assigned location. Responsibilities:• Manage a portfolio of delinquent accounts ranging from early-stage to more advanced past-due balances, taking appropriate action to secure payment.• Develop and document payment arrangements that help customers bring overdue accounts back into good standing.• Process account closures or service cancellations when payment is not received and established guidelines require further action.• Prepare and distribute collection correspondence, maintain accurate mailing information, and update records when notices are returned.• Partner with internal teams to research disputed charges and compile supporting documentation, including requested account-related certificates.• Investigate missing or incorrectly applied payments, follow up with customers as needed, and ensure account details are corrected promptly.• Create credit adjustments or memos when account review supports a billing correction.• Handle a high volume of inbound and outbound customer communication while providing clear, effective resolution to account concerns.
2026-10-30T00:00:00Z

Collections Specialist

Brookfield, WI
onsite
Permanent / Full Time
55000 - 60000 USD / Yearly
We are looking for a detail-oriented Collections Specialist to support accounts receivable operations for an organization in Brookfield, WI. This role centers on maintaining strong customer relationships while helping reduce outstanding balances through timely follow-up and clear communication. The ideal candidate is organized, responsive, and comfortable assisting with related payment processing tasks when needed. Responsibilities:• Monitor overdue customer balances and contact clients by phone or email to secure payment and resolve outstanding invoices.• Provide courteous and effective customer support by responding to account-related questions and helping customers understand billing details.• Maintain accurate records of collection activity, payment commitments, and account status updates within internal systems.• Work closely with the accounting team to support accounts receivable efforts and help keep aging reports current.• Assist with cash application activities as needed by posting payments and helping reconcile customer accounts.• Handle inbound calls related to billing, payment status, and past-due balances in a courteous and service-focused manner.
2026-10-21T00:00:00Z

Tax Specialist

Chilton, WI
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
We are looking for a Tax Specialist to support estate, trust, and gift tax matters for clients in Chilton, Wisconsin. This position partners with families, attorneys, and financial professionals to deliver accurate filings, thoughtful guidance, and dependable compliance support. The ideal candidate brings strong technical knowledge in fiduciary and transfer tax matters and is comfortable working through detailed financial and legal documentation. Responsibilities: • Advise clients and their outside accounting professionals on tax considerations related to estates, trusts, and wealth transfer matters. • Conduct discussions with clients and legal counsel to address estate planning questions and explain tax implications tied to individual circumstances. • Prepare and examine federal estate tax filings, including Form 706, to ensure complete and accurate reporting. • Complete and review federal gift tax returns such as Form 709 in alignment with applicable regulations and deadlines. • Manage fiduciary and estate income tax filings, including Form 1041, Wisconsin Form 2, and supporting schedules or related submissions. • Collect and organize source materials such as valuations, asset inventories, financial statements, and other records required for return preparation. • Analyze estate, gift, and trust tax rules to determine filing obligations, identify planning considerations, and support compliance decisions. • Maintain thorough documentation, track key due dates, and respond to questions or notices from taxing authorities as needed.
2026-11-05T00:00:00Z

Operations Specialist

Northbrook, IL
onsite
Temporary to Hire
19.7885 - 22.913 USD / Hourly
We are looking for an Operations Specialist to join our team in Northbrook, Illinois in a contract capacity with the potential to become permanent. This position supports the full order-to-delivery cycle and plays an important role in keeping inventory, shipping activity, and customer commitments on track. The ideal candidate brings a practical, detail-oriented approach to coordinating orders, transportation, warehouse activity, and related administrative processes in a fast-paced environment. Responsibilities: • Manage customer orders from receipt through final delivery and invoicing, ensuring accurate entry, timely release to warehouse partners, and consistent follow-up on open items. • Coordinate shipment activity for both inbound and outbound freight by working with carriers, brokers, suppliers, and warehouse providers to secure efficient and cost-effective transportation. • Oversee daily fulfillment for e-commerce and distributor channels, confirm shipping schedules, and address issues such as backorders, quantity variances, substitutions, and pricing exceptions. • Maintain inventory accuracy across multiple storage locations by reconciling system records, monitoring stock movement, and supporting count activities and inventory adjustments. • Prepare and review operational documents such as bills of lading, packing details, labels, and shipment notifications to support smooth delivery execution. • Partner with suppliers, co-manufacturers, customs-related contacts, and logistics providers to track inbound materials and imported shipments and help prevent delays. • Respond to customer and partner inquiries related to order status, delivery timing, product details, returns, credits, and deductions while helping maintain current account documentation. • Support purchasing and administrative workflows by preparing purchase orders for review, assisting with item setup and discontinuations, and generating routine operational reports. • Provide accounting-related support through entry and verification of receivables, payables, freight charges, and warehouse invoices, ensuring shipment records align with billing documents.
2026-10-28T00:00:00Z

4 results for Records Specialist in Racine, WI