Financial Services Representative

BradyPLUS•Glenview, IL

2d•$29 - $31•Onsite

About The Position

Reporting to Regional Credit & Collections Manager, the Financial Services Representative is responsible for managing a portfolio of customer accounts to ensure collection and resolution of past due customer invoices. They will manage order holds, collect receivables, monitor risk and make decisions/recommendations regarding risk reduction strategies. They will assess credit worthiness for existing customer accounts. The specialist will demonstrate a customer-focused mindset and build relationships with both internal and external customers to help grow responsible sales for the organization and deliver world-class customer experience.

Requirements

5+ years of B2B Collections work experience & sound knowledge of order-to-cash process.
Ability to quickly build rapport with customers externally and stakeholders internally.
Highly organized and able to work independently; Adaptable to change in a fast-paced environment; Ability to rapidly solve complex problems.
Customer focused mindset; Strong, professional communication skills and client‐facing presence
Think strategically and innovatively: Identify and act on ideas which further the Company’s strategic goals and business plan
Proficient in Microsoft Office software (Excel, Word, PowerPoint, Outlook) required.

Nice To Haves

Bachelor's Degree (Accounting/Finance) preferred, not required

Responsibilities

Manage customer accounts within assigned portfolio by engaging in phone calls and/or emails.
Identify problem accounts, write-offs, and related adjustments and work until resolution; Provide impactful proactive action plans via frequent monitoring of past due percentages.
Negotiating payment arrangements to help customers and the customer reach resolutions to delinquent invoices and disputes; Create and execute strategic actions plans to enhance cash flow timeliness
Work collaboratively with various departments internally (Sales Regions, Customer Service, Field Operations, Accounting, Tax and Treasury) to resolve issues, improve processes, and manage customer accounts to expedite collections from customers in assigned portfolio; Collaborate closely with the business operations team on customer billing issues including contract related questions, adjustments, pricing, disputes, returns and other miscellaneous questions; Work closely with Customers and Cash Applications Department to resolve open credits & refunds; Perform root cause analysis, drives process improvement to ensure further process efficiencies.
Manage compliance with required internal controls and departmental procedures.
Analyze customer information to establish credit risk and present recommendations
Manage and make a decision on new orders on credit hold by analyzing customer accounts and collection history to determine risk to business; Utilize this process to build relationships with customers and push other offerings to support their business (bill pay portal, electronic statements, credit reviews, etc.)
Identify improvements across credit processes; Lead initiatives to improve DSO, involving various internal stakeholder groups
Maintain portfolio to support functional metrics (past due percentage, average days past due, days sales outstanding, etc.)