Lead Credit and Collections Representative
Lead Credit and Collections Representative
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Work Schedule
Standard (Mon-Fri)Environmental Conditions
OfficeJob Description
Position Summary:
The Lead Finance Operations Representative is an outstanding role crafted for an ambitious individual seeking to make a significant impact within our finance and insurance operations. This position empowers you to successfully implement top-notch financial strategies and lead a team to excel. You will serve as the main point of contact within the team fostering collaboration and ensuring our operations strive for excellence.
Responsibilities:
- Assess and determine credit limits for both new and existing customer accounts within the designated portfolio strictly adhering to company policy.
- Complete necessary procedures to place accounts on hold and closely monitor them to ensure timely release of orders once payment is received or appropriate evidence is provided.
- Communicate credit hold or block decisions to all relevant departments and update core systems to accurately reflect credit status.
- Proactively contact customers primarily via telephone to ensure timely invoice processing and payment scheduling.
- Plan and prioritize customer calls to improve collections on the largest open invoices.
- Regularly review customer accounts collaborating with Sales and Customer Services to resolve issues and determine when accounts should be placed on hold.
- Log monitor and coordinate customer complaints ensuring timely resolution through liaison with relevant functions.
- Arrange and lead internal and external customer meetings to address disputes non-payment or account reconciliation.
- Allocate credits in consultation with the Cash Allocation team Customer Services and customers.
- Consistently meet assigned targets and fulfill Service Level Agreements (SLAs).
- Ensure collection software is updated with actions taken follow-ups needed dispute reporting and recent customer contact details.
- Perform all tasks in accordance with company policies internal controls and Sarbanes-Oxley requirements.
Skills & Qualifications Required:
- Effective and confident communication skills to address issues provide updates and lead successful customer negotiations.
- Proven attention to detail and accuracy.
- Demonstrated proficiency in collaborating with diverse teams to achieve common goals.
- Ability to work independently to address and resolve complex issues and handle customer and partner concerns.
- Comfortable in a fast-paced environment.
- Strong organizational and time management skills to prioritize tasks efficiently.
- Problem-solving and analytical abilities.
- Good judgment and decision-making skills.
- Willingness to train and mentor newcomers.
- Detailed understanding of relevant accounting systems policies and procedures.
- Proficient in English.
- University or College degree in accounting or finance is an advantage.
- Previous experience in Credit and Collections with Governmental and Commercial customers is required.
- Proficiency in relevant software applications (e.g. Oracle E1 SAP CForia).
- Excellent digital literacy and knowledge of Microsoft Office software (Outlook Excel PowerPoint).
Required Experience:
Unclear Seniority
Employment Type
Full-Time
