This role is an entry level role responsible for performing collections work of moderate complexity resulting for multiple business units.
Its main function is to take credit hold calls from stores. Any order a store tries to make (for local B2B only) where the customer is over their credit limit, or more than 30 days past due, the order will go to the Help Desk Specialist.
DUTIES & RESPONSIBILITIES :
Review and release credit held orders per guidelines established by credit manager. Effectively communicate results to sales and customer while maintaining good customer relations
Collection of unpaid invoices for specific customers through direct customer contact and follow up. Requires in depth knowledge of customer account structure and business cycle
Complete customer account reconciliations with moderate financial impact
Contact external customers as well as credit / store personnel to clarify or obtain additional information to accurately complete the collection process
Maintain delivery of service levels and generate and communicate results on same
Troubleshoots various inquiries with appropriate research and problem solving techniques by applying limited judgment and discretion
Use excellent verbal and written communication skills to build strong relationships, share recommendations and knowledge to multiple audiences including : internal customers, external clients and management
Used assigned tools and defined procedures for work assignments and projects
Work with internal teammates and external customers to solve client issues
QUALIFICATIONS / REQUIREMENTS :
2 years bachelor’s degree, preferred. (Finance, Accounting, Administration or related)
English bilingual proficiency (C1)
Customer services experience (must)
Intermediate excel skills (preferrable)
Have a minimum of 1 year in the current position (internal candidates)
REQUIRED COMPETENCIES :
Managing work and difficult conversations
SKILLS AND HABILITIES :
Must be a self-starter with proven track record for accounting, operation, and analysis.
Demonstrate ability to take action, multi-task, and achieve results in a fast-paced and changing environment.
Ensure all accounting records, policies, and practices are compliant with federal, state and local government laws and regulations as well as various regulatory agencies, and our client’s policy.
Excellent teamwork skills and demonstrated ability to interact with and influence all levels and types of people.
Experience in Lawson or Tire Pro preferred.