Initiates and follows through on all routine collections of assigned accounts. Escalates issues pertaining to difficult collections to Supervisor or Manager, Directs customer disputes to department Supervisor or Manager.
ESSENTIAL FUNCTIONS:
Contact customers by telephone or e-mail to inquire about the reasons for overdue payments, review the terms of sales, service, or credit contract with customers.
Requests information on issues that are preventing payment and updates all conversations in the Epicor collection notes.
Works from aging report to reduce past due balances.
Reviews collection reports to ascertain status of collections and balances outstanding.
Records information about financial status of customer and status of collection efforts
Identifies unapplied credits on a timely basis and cleared against outstanding receivable balances as deemed appropriate by customer.
Ability to escalate difficult collection scenarios to Supervisor and/or Manager for assistance and resolution. Also escalate within the customer’s business to obtain payment information
Initiates appropriate follow-up action on mail and e-mail returned as undeliverable.
Occasionally making payment arrangements for customers unable to meet original purchase terms.
Participates in Account Past Due Meetings and reports status of all delinquent accounts assigned.
Re-directs inquiries and disputes to the appropriate department(s) for resolution.
Collaborates closely with internal customers (ie: Customer Service / Sales / Shipping depts) to identify problem transactions. Recommends credit hold to Manager on pending orders if invoices age 30 days beyond terms.
Other duties as assigned (ie: assistance with month-end and special projects).
DECISION-MAKING AND PROBLEM-SOLVING:
Makes decisions from well-defined policies and procedures and uses critical thinking skills in order to collect past due balances.
SKILLS AND KNOWLEDGE:
Knowledge Of:
Excel Skills - Pivot Tables, VLOOKUP, Filters, Formatting, General Formulas, Reconciliation & Dispute Resolution Experience, Report Prepping, Analytical/Mathematical Critical Thinker, Collection Tactics, Ability to Work In Face Pace Environment, Multi-Tasker, Organized, Excellent Oral/Written Communication Skills, Key Entry Accuracy, Attention To Detail, Time Management, Internet/Email Outlook Savy, Adobe Acrobat PDF knowledge
Skills Demonstrated By:
1. Ability to collect delinquent AR accounts in a timely and efficient manner with the ability to escalate within customer boundaries if necessary.
2. Ability to identify potential collection problems and escalate internally and externally in a timely manner for maximum resolution.
3. Ability to retain good customer relationships by handling collections diplomatically.
Schedule:
Monday- Friday
8am - 4:30pm