Description:
Summary: Effectively collect past due balances on assigned accounts, high-volume of outbound communications to reduce receivables and answer any questions a customer may have by performing the following duties.
Some essential duties and responsibilities include the following:
- Schedule; Monday - Friday, 8:00am - 4:30pm
- Optimize customer satisfaction while mitigating credit risk.
- Processing and monitoring incoming payments, ensuring efficiency and accuracy of posted cash receipts.
- Some essential duties and responsibilities include the following. Other duties may be assigned.
- Posting the daily checks/deposit, reconcile credit card payments, and posting branch cashboxes.
- Review sales tax, and work with customers on potential tax-exempt projects.
- Research skipped invoices directly with the customer.
- Research short paid invoices directly with the customer.
- Answering inbound customer calls and internal calls.
- Establish and maintain effective relationships with customers by providing quick resolution of issues.
- Provide any requested invoice information to customers.
- Work with customers to finalize payments of any returned checks or credit card charges.
- Setting up new accounts and processing credit applications.
- Set up sub accounts as needed.
- Charge recurring payments to customers.
- Maintain and update customer account addresses/invoicing.
- Respond to customer credit reference requests on a timely basis.
- Work with customers to improve payment based on agreed terms.
- Review customer accounts to ensure that all payments are properly posted and applied.
- Account reconciliations and research to help identifying and resolving discrepancies.
- Complete any month-end procedures and reporting.
Requirements:
Requirements
- 3+ years' experience in Accounts Receivables related role required
- Ability to work in a fast-paced, multi-task environment
- Strong customer service and phone skills
- Work well with a team
- A positive attitude with a desire to go the extra mile
- Ability to solve complex problems and think creatively
- Proficiency with Microsoft Outlook, Excel, and Word is a must.
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