Account Manager (26-75)

The Adam Corporation Group•Midland, TX

10d•Onsite

About The Position

The Account Manager will manage and grow a moderate to complex portfolio of Clients and will work with those Client’s Debtors to collect payment of purchased receivables. The Account Manager will be the Client’s primary point of contact.

Requirements

High school education or equivalent with vocational training in business and office operations.
Minimum six to twelve months prior experience in an account management position at a factoring company
Proficient in Microsoft Office specifically Word, Excel, and Outlook
Proficient in JHA Cadence software
Ability to read, analyze and interpret professional, financial, and legal documents.
Ability to interpret technical instructions and deal with an assortment of variables.
Ability to collect and analyze data in order to define and solve problems.
Organizational skills and ability to balance several ongoing projects simultaneously.
Ability to communicate in a clear, concise manner.
Ability to successfully handle difficult customer interactions.
Professional oral and written communications skills for communicating and building relationships with contacts.

Responsibilities

Manage, maintain, and grow a moderate to complex Client portfolio
Work with Client’s Debtors to collect payment of purchased receivables.
Conduct Client First Funding meetings and ensures a positive onboarding experience for all new clients
Review and validate incoming invoice schedules and supporting documentation to ensure receivable eligibility prior to funding
Conduct timely verifications to ensure asset quality and proper documentation is maintained
Send Notices of Assignment to new debtors and confirm Notices with existing debtors
Work with Clients to set demand deposit accounts for debtors who do not acknowledge Notices
Discuss payment issues (over/under payments, duplicate payments, non-factored cash, non-sufficient funds checks, credit memos, charge backs, disputes, contra-accounts) with debtor when necessary
Complete Client reviews (90 day and/or annual) as required
Request and update Client documentation (taxes, insurance, etc.) as required
Update Client information as needed
Update Client and Debtor buy/no-buy status as needed
Identify and anticipate client facility issues and proactively propose solutions as appropriate
Work with the client and the Credit Supervisor on any new debtor requests and ensure proper procedures regarding their credit approval are followed
Provide timely responses to all client requests
Maintain positive and professional demeanor with clients at all times