Financial Services Representative

Trek•Waterloo, WI

8d•Onsite

About The Position

Trek Financial Services is adding a Financial Services Representative to their team. We are seeking a detail-oriented, analytical, and customer-focused Financial Services Representative to support accounts receivable, collections, and dealer financial health. This role plays a critical part in maintaining strong customer relationships, optimizing cash flow, and ensuring accurate account management. This role will support accounts in North America in addition to managing a portfolio of International Distributors.

Requirements

Minimum of 2 years of experience in collections, accounts receivable, or a related financial role.
Proficiency in Microsoft Office, particularly Excel.

Nice To Haves

Associate degree or equivalent education/experience preferred.
Experience with ERP systems (e.g., J.D. Edwards) preferred but not required.
Strong analytical and problem-solving skills
Excellent communication and customer service abilities, including handling professional and constructive difficult conversations
High attention to detail and accuracy with strong organizational skills and the ability to manage multiple priorities and meet deadlines
Team-oriented with a collaborative mindset
Maintains a positive attitude and high level of engagement in a fast-paced environment

Responsibilities

Solicit payment and perform account reconciliation for dealer accounts in a professional and timely manner.
Provide excellent customer service regarding collection issues, including processing account adjustments, resolving discrepancies, and maintaining strong customer relationships.
Monitor and manage an assigned portfolio, including customer communications, account reconciliations, and small balance write-offs.
Review orders on hold and collaborate with customers and sales teams to ensure efficient product shipment and issue resolution.
Evaluate and monitor customer credit limits and account health, identifying past-due accounts and slow-to-pay trends.
Develop and execute repayment plans to resolve delinquencies and support overall collections performance.
Reconcile accounts receivable aging, ensuring accuracy of account balances and financial records.
Run and analyze routine reports related to collections, accounts receivable, and portfolio performance.
Support and maintain online payment systems (e.g., Termsync or similar platforms).
Collaborate with cross-functional partners, including sales and finance, to accelerate collections, resolve issues, and improve processes.
Provide cash flow and budgeting guidance to customers, offering meaningful insights into the financial health of their business.
Assist in repossession processes when necessary.
Contribute to continuous improvement initiatives that enhance processes, efficiency, and customer experience.
Perform additional projects and duties as assigned.