Customer Financial Services Representative 1

Job description

Summary The Customer Financial Services Representative position will be responsible for any or all combinations of the following: - Manage assigned accounts and reduce accounts receivable balances by working with customers and the sales team. - Recording customer payments, ensure payments are processed timely and within department standards and auditing guidelines. - Sales tax certificate setup, validation and maintenance for new or existing customers. Essential Duties and Responsibilities: To perform the job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Duties and responsibilities include the following, other duties may be assigned: Collections Functions Work individually and as a team member to achieve set collection goals and objectives. - Analyze customer account to determine best solution to resolve invoicing issues and document resolution. - Initiate calls to customers in order to secure payment for past due balances and negotiate and arrange payment plans for customers unable to pay within terms. - Process customer credit...