Coordinator, Financial Services

Job description

Position Summary The Financial Services Coordinator supports the Credit and Collections team by contacting customers to resolve past-due B2B trade receivables, document collection activity, and assisting with dispute research and resolution. This role follows established credit/collections policies to support timely cash collection and appropriate order release decisions, partnering closely with Sales, Customer Service, Warehouse, and Finance to deliver excellent customer service. Essential Functions and Duties: Contact customers (phone/email) to collect past-due B2B trade receivables; document outcomes and follow-up dates. Review aging and account status to prioritize outreach and support on-time cash collection goals. Research and help resolve payment issues (short pays, deductions, credits, proof of delivery, pricing/contract questions) by partnering with Sales, Customer Service, and Warehouse. Escalate complex disputes as needed. Set up and monitor payment commitments/payment plans in accordance with company guidelines and escalate delinquent accounts per escalation procedures. Maintain accurate customer contact information and detailed activity notes in the financial ERP syste...