Responsible for the collection activities surrounding a receivable portfolio
Essential Job Functions :
Responsible for higher / complex monthly collection of the cash deemed necessary to achieve the Corporate Daily Sales Outstanding (DSO) objectives by reviewing the daily GetPaid Collection work queue and communicating to assigned customers 45%
Develop and execute collection strategies for higher revenue / complex customers to achieve monthly and quarterly operational cash flow objectives 20%
Resolve disputed invoices in collaboration with team 10%
Prepare a documentation packet supporting credits to customers for product pricing errors 5%
Review and release pending customer orders being held due to credit concerns in accordance with department guidelines 5%
Analyze customer credit rating and history for recommendations of extension of credit and credit limits 5%
Identify and present to management customer accounts requiring third party collection action 5%
Marginal Job Functions Percentage Other incidental duties 5%
Skills :
Proven expertise including usage of MS Office Suite
Experience with an ERP software (e.g JDE)
Excellent written and verbal communication, interpersonal, and relationship building skills, with focus on negotiating and persuasion
Ability to work in a fast paced environment
Demonstrated problem-solving and critical thinking skills
Full knowledge and understanding of policies and procedures
Strong knowledge on products and customers
Ability to manage confidential information with discretion
Ability to build relationships with focus on negotiating and persuasion
Strict attention to detail
Ability to interact professionally with all organizational levels
Must be able to work in a team environment and with minimum supervision, including inter-departmental teams and with other departments
Ability to provide feedback in a professional, direct, and tactful manner
Adhere to all company rules and requirements (e.g., pandemic protocols, Environmental)
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Collection Representative • Irvine, CA, United States
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