Financial Services Representative II
Core
Managing assigned portfolios of client Account Receivables (AR) to resolve delinquent accounts and serve as the primary contact between clients and the finance department.
Role type
Senior Accounts Receivable Collections Specialist
Builds
Cash flow recovery for enterprise clients
Domain
Financial Services / B2B Collections (via careerplan.io/jobs/171842874519-financial-services-representative-ii-at-insight)
Required skills
Global collections experience, problem-solving, contract review, SLA management, portfolio balance maintenance, legal paperwork processing, payment application handling
Preferred skills
College degree, ability to read business journals, writing business correspondence, developing rapport with client AP contacts
Technologies
Mail/fax systems, ACH, wire transfer systems, Collections Management software
Responsibilities
Contact delinquent accounts via phone/fax/email to determine reasons for overdue payment, provide special billing for enterprise clients, process legal and bankruptcy paperwork, order service interruptions or credit holds, update status reports on top delinquent accounts, notify sales reps of collection difficulties.
Seniority
Mid-level, experienced IC