Customer Financial Services Representative (AR/Collections)

ICONIX Waterworks•Perris, CA

4d•$30 - $35

About The Position

Implement the Company's credit and collection policies for designated accounts by monitoring and maintaining customer accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits Resolves outstanding accounts receivables issues in a timely manner, ensure adherence to department guidelines and procedures, while consistently meeting month end targets and closing schedules Escalate high risk accounts or claims and discrepancies that may affect financial results to Senior Management Reconcile and maintain customer accounts, resolve billing/pricing discrepancies, unearned/earned discount, unclaimed property, holdback, unapplied and/or short payments. Reviews and reconciles accounts receivable reports regularly Understanding and working knowledge of the applicable Builders Lien Legislation among various States and the escalation and security tools available (i.e. Bonds, Letter of Credit, Stop Notice, Intent of Lien) Knowledge of the Preliminary Notice and Lien Release process within various States. Executes a high volume of Lien Release waivers with focus on accuracy and turn-around time.

Requirements

Strong attention to detail with proven time management, planning & organisation skills
Ability to build relationships by establishing a good first impression and build trust by demonstrating our company values
Self-motivated, results driven and strong problem-solving skills
Great attention to detail with the ability to prioritise tasks and meet deadlines
Excellent interpersonal and communication skills - oral and written
Excellent multitasking and analytical skills
2+ years related experience
Excellent computer skills for word processing and excel spreadsheet analysis
Must possess a willingness to provide a very high level of quality customer service both internally and externally in a positive and professional manner
Ability to work with difficult customers and resolve problems and issues
Occasional travel to the US may be required

Nice To Haves

Post-secondary diploma/degree or National Association of Credit Management (NACM) Program Certification would be an asset.

Responsibilities

Implement the Company's credit and collection policies for designated accounts
Monitor and maintain customer accounts within the prescribed credit terms
Use proactive risk assessment methods and management of customer project limits
Resolve outstanding accounts receivables issues in a timely manner
Ensure adherence to department guidelines and procedures
Consistently meet month end targets and closing schedules
Escalate high risk accounts or claims and discrepancies that may affect financial results to Senior Management
Reconcile and maintain customer accounts
Resolve billing/pricing discrepancies, unearned/earned discount, unclaimed property, holdback, unapplied and/or short payments
Review and reconcile accounts receivable reports regularly
Understand and have working knowledge of the applicable Builders Lien Legislation among various States
Understand the escalation and security tools available (i.e. Bonds, Letter of Credit, Stop Notice, Intent of Lien)
Have knowledge of the Preliminary Notice and Lien Release process within various States
Execute a high volume of Lien Release waivers with focus on accuracy and turn-around time

Benefits

Employee Incentive Plan (Annual Bonus)
Generous vacation/paid time-off allowance (15+ days per year starting, 6 sick days and 12 paid holidays)
Flexible health benefit plans (medical, dental, vision, ancillary)
401(k) plan with employer matching
Education assistance
Professional development
Scholarship program
Flexible work arrangements
Referral bonuses
Employee discount programs
Comprehensive employee assistance program