AR Account Representative III

Curbell•Orchard Park, NY

About The Position

This role is responsible for making collection calls on past due accounts, answering customer and sales staff inquiries on complex issues, and providing guidance and training to Collection Representatives as needed. The position involves resolving customer issues, disputes, short pays, and complex account reconciliations, as well as providing necessary documentation. A key responsibility includes reviewing orders on credit hold at least once per hour and sharing coverage for after-hours credit hold releases on a rotating basis. The role also entails communicating with sales regarding orders that cannot be released, assisting with the administrative setup and updating of invoices into specialized web portals, and identifying, analyzing, and solving complex problems arising from daily portal interaction. Additionally, the position requires performing in-depth credit evaluations for existing and prospective customers using Dun and Bradstreet and financial analysis to assess risk and establish credit limits in line with company policies. The role will also assist with updating Accounts Receivable processes and procedures, support acquisitions as a key team member, and perform other assigned duties.

Requirements

Experience in collections
Ability to answer incoming inquiries from customers & sales staff on complex issues
Ability to provide guidance & training of Collection Reps
Ability to resolve customer issues, disputes, short pays and complex account reconciliation
Ability to provide documentation to customers
Ability to review orders on credit hold at least once per hour
Ability to provide shared coverage for after-hours credit holds release on a rotating basis
Ability to provide communication to sales for orders that cannot be released
Ability to assist with the administrative set-up, updating and entering invoices into 3rd party specialized web portals
Ability to identify, analyze and solve complex problems that arise out of daily portal interaction
Ability to perform in-depth credit evaluations for existing accounts and prospective customers
Proficiency in utilizing Dun and Bradstreet
Proficiency in detailed financial analysis to assess risk exposure and establish appropriate credit limits
Knowledge of company policies
Ability to assist with updating Accounts Receivable processes and procedures
Ability to assist on any special projects
Ability to serve as a key team member supporting acquisitions

Responsibilities

Make collection calls on past due accounts.
Answer incoming inquiries from customers & sales staff on complex issues.
Assist with providing guidance & training of Collection Reps, as needed.
Resolve customer issues, disputes, short pays and complex account reconciliation.
Provide documentation to customers, as needed.
Review orders on credit hold at least once per hour.
Provide shared coverage for after-hours credit holds release on a rotating basis.
Provide communication to sales for orders that cannot be released.
Assist with the administrative set-up, updating and entering Curbell's invoices into the 3rd party specialized web portals.
Identify, analyze and solve complex problems that arise out of daily portal interaction.
Perform in-depth credit evaluations for existing accounts and prospective customers, utilizing Dun and Bradstreet and detailed financial analysis to assess risk exposure and establish appropriate credit limits in alignment with company policies.
Assist with updating Accounts Receivable processes and procedures.
Assist on any special projects and serve as a key team member supporting acquisitions.
Performs other duties as assigned.