Job Description

JOB DESCRIPTION

The ideal candidate for this position will have the experience/skills listed in this job description as well as be flexible, and have a hardworking approach. This individual should be able to work independently as well as within a team and can manage and execute projects with minimal management supervision.

RESPONSIBILITIES

Reporting to our Account Receivable Manager, this role’s main purpose is to support the team in the management and collection of overdue balances. In this role, you’ll be responsible for taking a proactive approach to managing and collecting the debt of company debtors.

DUTIES WILL INCLUDE:

• Serving as primary customer contact for the credit & collections function ensuring a high standard of customer service is delivered

• Following up with customers regarding payment to ensure timely payment of debts

• Posting and allocating incoming payments received daily

• Ensuring sufficient documentation is maintained to trace transactions and maintain reconciliation within customer accounts

• Providing customer service regarding collection issues, processing customer payments, processing, and reviewing account adjustments, and resolving client discrepancies.

• Ensure all customer demographic information is correct including addresses, phone numbers, and which contact method each customer prefers

• Setting up repayment plans with customers and posting payments with credit cards and electronic checks (ACH) as requested by the customer.

• Handle calls and emails from customers and partners related to applications and payments

• Analyze and monitor account balances, including effective overdue control and follow-up program for all customer accounts that are late, overdue, or potentially overdue

• Contact customers via e-mail and phone to discuss overdue balances and encourage timely payments

• Monitor accounts daily and identify outstanding account receivables

• Assist with customer account reconciliation and investigate historical data for balances.

• Providing customer service regarding collection issues, processing customer refunds, reviewing account adjustments, and resolving client discrepancies and short payments

• Prepare and present reports on collection activities and progress

• Resolve billing challenges and customer credit challenges

• Accountable for reducing delinquency for assigned accounts

• Perform other accounts receivable collection duties as assigned

• Must communicate & follow up effectively with the sales department regarding customer accounts on a timely basis

• Setting up new customer accounts

• The successful candidate will have proven relevant experience of at least 3 years, ideally operating in a busy AR department and have experience in achieving targets.

REQUIREMENTS

• Must be able to type 45 wpm and be proficient with 10 keys.
• Excel knowledge preferred.
• Minimum of two years of responsible accounting or bookkeeping experience including accounts receivable and collections.
• Ability to perform several tasks concurrently with ease and professionalism.
• Ability to operate calculator, computer, and other general office equipment.
• Ability to communicate clearly and concisely, verbally and in writing, in English.
• Must be able to keep client matters strictly confidential.
• Must have excellent interpersonal skills and customer service skills.
• Prior experience in Collections preferred.

YOU WILL ALSO POSSESS:

• Excellent computer skills
• The ability to work under pressure and to deadlines
• Strong written and verbal communication skills with the ability to articulate challenges and present actions and solutions, along with excellent customer service skill.
• The ability to adapt to business change in a fast-paced environment

NOTE: THIS JOB DESCRIPTION IS NOT INTENDED TO BE ALL-INCLUSIVE. THE EMPLOYEE MAY PERFORM OTHER RELATED DUTIES AS NEGOTIATED TO MEET THE ONGOING NEEDS OF THE ORGANIZATION.

Company Description

Wilbert Funeral Services is a concrete manufacturer and service provider to the funeral service, building trades and agricultural market places. Manufactured products include burial vaults, monuments, septic tanks, retaining walls, storm shelters and miscellaneous agricultural precast products. Our operations include manufacturing plants and warehouses in 22 states.