Senior B2B Collections Specialist
About The Position
The Senior B2B Collections Specialist is responsible for the accurate recording of all cash received from customers that need to be correctly applied as dictated by the customer and the daily balancing of cash received and posted against the general ledger. Duties include serving as the backup for all team lead functions for cash applications. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Requirements
- 5-7 years prior B2B Collections experience is required
- Knowledge of general accounting principles
- Technically skilled to operate in multiple ERP (Oracle is a plus) and various systems
- Intermediate-Advanced skills in Microsoft Excel (creating and using Pivot tables and Lookups)
- Strong analytical research and resolution skills
- Results focused, solves problems while displaying self-control
- Accurate, demonstrating numerical and financial astuteness
- Works effectively with systems
- Organized, structured and assumes responsibility
- Works with limited supervision
- Practices listening skills and is highly focused on customer service
- Successfully negotiates and develops professional partnerships with internal and external clients
Nice To Haves
- Bachelor's degree from a 4-year accredited institution with a concentration in Accounting, Finance or Business preferred
Responsibilities
- Daily research and accurately input cash receipts into the customers’ accounts and verify that all cash is applied correctly
- Research accounts to clear and discrepancies (short payment/ misapplications) and questions that arise
- Conducts a daily balancing procedure to ensure that all cash posting, sales and credits from prior day agree with general ledger
- Generates monthly reconciliation of cash received to the general ledger
- Updating complex Excel reports daily and keeping management updated
- Assist team lead in reviewing daily work assigned and moving tasks around as needed to ensure all work is completed on time
- Assists the team lead in training new hires and team members on new tasks
- Assist with periodic third-party audits, providing support documentation
- Assists in enhancement projects such as system testing, automation and any other improvements which need to be implemented
- Identify inefficiencies and propose solutions
- Additional ad hoc tasks and projects assigned
- Helps to mentor and train newer collectors in collections processes and techniques.
Benefits
- annual incentive plan which is based on company performance and individual performance
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What This Job Offers
Job Type
Full-time
Career Level
Senior
