Collections Caller / Accounting Associate

Primary Objective: Contact customers to determine payment status, assist customers in making payments and resolving customer issues that are deterring payments.

• Confidentiality

  • Must maintain complete confidentiality with regards to company financial matters

• Account Collections and Customer Servicing

  • Make 40-60 calls daily to customers regarding payment status of outstanding invoices

    • Ensure the aging report is adequately contacted to maintain contacts with any outstanding account balances

  • Provide customers with copies of invoices, documents as needed

  • Facilitate payments from customers, including taking credit card information, providing bank/ACH information or remit to information

  • Document customer interactions and collections efforts to maintain an effective record of collection attempts

  • Serve as an advocate for our customer account service needs while proving the company’s value to the customer

  • Address and resolve service/shipping/quality/warranty issues and questions

    • Enter warranty RMAs as needed, addressing customer’s concerns with warranties

    • Enter credit request activities to be sent through the credit review process with GM/Operations manager review

  • Communicate to customer the value of our services, demonstrate our ability to respond to customer’s needs, that differentiate us from competitors

  • Overcome any servicing objections and obstacles to continue the payment cycle

  • Build long-term relationships with our customers to enhance retention

  • Engage appropriate resources in order to address customer’s needs

• Back up Accounting Associate functions (cross trained upon successful competency in system and account collections functions), may include:

  • Customer invoicing

  • Credit card and check processing

  • Customer requests for vendor set up

  • AP vendor invoice processing