Customer Financial Services Representative

Job Brief

We are looking for a Credit & Collections Clerk who wants to excel in an environment of operational excellence. The Credit and Collections Clerk performs vital functions to the business as well as to the customers (both internal and external) by focusing on customer billing and collections.

• Gathers records such as purchase orders, sales tickets, work order & charge slips in order to verify billing
• Confers with customer by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service or credit contract with customer
• Records information about financial status of customer and status of collection efforts
• Documents correspondence on the customer accounts within the billing system
• Assist customers with online payment services
• Work closely with brokered accounts to track payments and provide information requested by them to identify short pays
• Produce manual invoices for certain customers requiring additional details
• Learn and utilize all billing tools available
• Other duties as assigned

• Speaks clearly and persuasively in positive or negative situations; listens and gets clarifications; responds well to question
• Solid working knowledge of Microsoft Office Applications (i.e. Word, Excel, Outlook)
• Good Communication skills